- Mutual Funds
- JM Financial Mutual Fund
- JM ELSS Tax Saver Fund Direct Growth
JM ELSS Tax Saver Fund Direct Plan Growth
₹ 51.32
NAV (Apr 17)
27.2%
5 Year CAGR
Scripbox Opinion
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more
Scheme Information
Investment Objective
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
Expense Ratio | 1.27 % |
Launched | - |
AUM in Crores | 183.6 |
ISIN | INF192K01CE3 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.8 |
Beta | 1 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
3.82%Larsen & Toubro Ltd.
3.68%ICICI Bank Ltd.
3.57%HDFC Bank Ltd.
3.51%Tata Motors Ltd. - DVR Ordinary [Merged]
2.63%See all holdings
Allocation by Sector
Financial
24.93%Healthcare
10.78%Technology
8.37%Services
7.91%Automobile
6.45%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
Frequently Asked Questions
Loading...