JM Mutual Fund

JM ELSS Tax Saver Fund Direct Plan Growth

₹ 53.28

NAV (Jan 20)

20.85%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

View all 4 analysis

cheveron-blue

View Less

cheveron-blue
Scripbox Recommended Tax Saving Fund
recommended-badge
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 morecheveron-blue

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
1.15 %
Launched
-
AUM in Crores
186.4
ISIN
INF192K01CE3
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
14
Beta
1
Sharpe Ratio
1.2
asset-allocation

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Infosys Ltd.

3.82%
3.82%

Larsen & Toubro Ltd.

3.68%
3.68%

ICICI Bank Ltd.

3.57%
3.57%

HDFC Bank Ltd.

3.51%
3.51%

Tata Motors Ltd. - DVR Ordinary [Merged]

2.63%
2.63%
See all holdings
right-arrow

Allocation by Sector

Financial

17.17%
17.17%

Services

11.66%
11.66%

Capital Goods

11.56%
11.56%

Consumer Staples

9.32%
9.32%

Chemicals

8.65%
8.65%
See all sectors
right-arrow

Frequently Asked Questions

Loading...