JM ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

JM ELSS Tax Saver Growth Direct Plan

NAV
₹55.0605
-1.83%
(20 Dec)
AUM
183 Cr
TER
1.27%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+52.8%
+33.0%
+32.3%
+27.9%
+25.0%
+23.2%
3Y
+30.4%
+26.4%
+21.8%
+23.0%
+23.6%
+18.3%
5Y
+26.3%
+25.4%
+23.1%
+20.6%
+21.8%
+19.4%
ALL
+20.6%
+17.5%
+18.8%
+21.2%
+15.9%
+15.0%
VOL
17.1%
15.5%
17.4%
18.0%
16.5%
-
TER
0.7%
0.9%
1.3%
0.5%
1.1%
-
AUM
₹4,187 Cr
₹27,847 Cr
₹183 Cr
₹399 Cr
₹15,945 Cr
-
INFO
1.20
1.12
1.08
1.17
0.96
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
5.3%
Infosys Ltd
4.8%
ICICI Bank Ltd
4.0%
Larsen & Toubro Ltd
3.4%
State Bank of India
2.9%
Bharti Airtel Ltd
2.7%
Newgen Software Technologies Ltd
2.3%
Bajaj Auto Ltd
2.2%
SBI Life Insurance Co Ltd
2.1%
Hindalco Industries Ltd
2.0%
Top industry exposure
Financial Services
19.4%
Industrials
18.4%
Consumer Cyclical
14.0%
Technology
13.0%
Basic Materials
12.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
112%
Lock-in period
3Y
Exit load
• 1% for redemption within 60 days
Fund objective
The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Chaitanya Choksi
Ruchi Fozdar

FAQs