Skip to main content
Scripbox Logo
fund-logo

JM Tax Gain Fund (Growth)

Returns (3yrs)
3.66 %
Latest NAV
16.98

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 14th of August, 06:52 AM

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 Managers

  • profile-pic
    Chaitanya Choksi
    profile-pic
    Sanjay Chhabaria
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 36.63 Crores
    ISIN
    ISIN
    INF192K01650
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 06:52 AM

Top Holding

Hdfc Bank Ltd
8%
Reliance Industries Ltd
6%
Bajaj Finance Ltd
5%
Titan Co Ltd
3%
Hdfc Life Insurance Co Ltd
3%

Top Sectors

Financial Services
34%
Basic Materials
16%
Consumer Cyclical
15%
Industrials
10%
Technology
9%

Allocation

Equity
99%
Others
1%
Debt
0%

Investment Return Calculator

as on 14th of August, 06:52 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 06:52 AM
Minimum SIP Amount
500
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
100

About the Fund

JM Tax Gain Fund - Growth is a Tax Saving Equity fund and has delivered an annualised return of 3.66% over a period of 3 years. The fund is managed by JM Financial Asset Management Limited. The fund managers names are Chaitanya Choksi, Sanjay Chhabaria. 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. The fund charges 0.0%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.