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 May
Top holdings
ICICI Bank Ltd
5.7%
Larsen & Toubro Ltd
5.4%
HDFC Bank Ltd
4.8%
State Bank of India
3.0%
Maruti Suzuki India Ltd
2.9%
Bharti Airtel Ltd
2.9%
Bajaj Auto Ltd
2.7%
OneSource Specialty Pharma Ltd
2.7%
Infosys Ltd
2.6%
CreditAccess Grameen Ltd Ordinary Shares
2.5%
Top industry exposure
Financial Services
29.8%
Consumer Cyclical
13.2%
Technology
11.9%
Basic Materials
11.7%
Industrials
11.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
107%
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.