₹ 49.3173
NAV (Nov 08)
Tax Saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 49.3173
NAV (Nov 8)
Last 1Y | 43.3% |
Last 3Y | 17.4% |
Last 5Y | 22% |
Last 10Y | 16% |
Since Inception | 10.1% |
6 Month CAGR | 14.5% |
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 | 2.37% |
Launched 16Y ago | 2008-03-31 |
AUM in Crores | 186.7 |
ISIN | INF192K01650 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 14 |
Beta | 1 |
Sharpe Ratio | 1.1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
JM ELSS Tax Saver Fund (G) | 12,86,134 | 5,53,522 | 22% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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2.63%Financial
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11.66%Capital Goods
11.56%Consumer Staples
9.32%Chemicals
8.65%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
JM Financial Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
24.4% | 15.6% | ||
23.9% | 17.1% | ||
20.4% | 13% | ||
17.4% | 10.1% | ||
5.9% | 6.6% |
JM ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 10.08% over 16 years. The fund has grown over a period of 16 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan, Ruchi Fozdar, Satish Ramanathan.
Nav of JM ELSS Tax Saver Fund (G) as of 11/8/2024 is ₹49.32 with the total AUM as of 11/11/2024 is ₹186.75. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM ELSS Tax Saver Fund (G) was launched on 2008-03-31. The category risk of the fund is Very High.
The minimum SIP amount for JM ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
JM ELSS Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 43.35% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM ELSS Tax Saver Fund (G).
What is JM ELSS Tax Saver Fund (G)?
How to invest in JM ELSS Tax Saver Fund (G)?
You can invest in JM ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM ELSS Tax Saver Fund (G)?
The minimum sip amount for JM ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.
Is JM ELSS Tax Saver Fund (G) good to invest in?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the JM ELSS Tax Saver Fund (G)?
The expense ratio of the JM ELSS Tax Saver Fund (G) is 2.37% for regular plan.
What is the NAV of JM ELSS Tax Saver Fund (G)?
Today's JM ELSS Tax Saver Fund (G) NAV is ₹49.32.