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JM ELSS Tax Saver Fund (Regular) - Growth option

Fund House:
JM Financial Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
31-03-2008
ISIN Number:
INF192K01650
Minimum Investment:
500
Minimum SIP:
500
Total Assets: (29-11-2024):
182.29
Nav (20-12-2024)
48.5587
CAGR Since Inception:
9.9
Benchmark:
BSE 500 TRI
Expense Ratio (30-11-2024)::
2.39 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 27.42 26.1 18.09 18 13.26
Fund Manager
Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On JM ELSS Tax Saver Fund (Regular) - Growth option NIFTY 50 TRI Equity: ELSS
CAGR since inception 9.90% 13.95% 16.05%
1 Year 31.40% 12.84% 23.30%
3 Year 20.78% 13.73% 17.92%
5 Year 21.39% 15.28% 19.01%
10 Year 15.88% 12.46% 13.96%
Nav / Index Value as on2024-12-22 182.29% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.44455156382421
Cash & Cash Equivalents 0.99
Equity 99.45
Company Holding
HDFC BANK LIMITED 5.4
INFOSYS LIMITED 4.91
ICICI BANK LIMITED 3.97
STATE BANK OF INDIA 3.33
LARSEN AND TOUBRO LIMITED 2.93
BHARTI AIRTEL LIMITED 2.72
BAJAJ AUTO LIMITED 2.49
TECH MAHINDRA LIMITED 2.47
MRS. BECTORS FOOD SPECIALITIES LIMITED 2.12
POWER FINANCE CORPORATION LTD. 2.1
FAQ's of JM ELSS Tax Saver Fund (Regular) - Growth option
How do I use the SIP Calculator to calculate JM Financial Mutual Fund ?

To calculate the JM Financial Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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JM ELSS Tax Saver Fund (Regular) - Growth option statement
JM ELSS Tax Saver Fund (Regular) - Growth option