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JM Financial Mutual Fund

JM Tax Gain Direct Plan - Growth

NAV
returns change indicator
16.3037
as on 04 Jun 2020, 09:30 PM
-0.1613(0.98%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by CRISIL
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
5th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
99,712
star
101,983
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
1,983
Profit (absolute return)
1.98%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
16.15%
In the last 6 months
16.47%
In the last 1 year
14.30%
In the last 3 years
1.98%
In the last 5 years
39.21%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

JM Tax Gain Direct Plan - Growth
JM Tax Gain Direct Plan - Growth
as of 30 Apr 2020, 05:30 AM
31.80 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
2.50%
Expense Ratio
Plan
Growth
2.38%
Cash Holding
Benchmark
S&P BSE 500 Total Return Index
Scheme Document
Benchmark
S&P BSE 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Apr 2020
Sort By
Financial
37.42%
11.90 Cr
Construction
13.50%
4.29 Cr
Chemicals
11.33%
3.60 Cr
Automobile
7.35%
2.34 Cr
Technology
7.33%
2.33 Cr
Cons Durable
5.97%
1.90 Cr
Engineering
5.85%
1.86 Cr
Energy
3.27%
1.04 Cr
Services
2.87%
91.38 Lakh
Communication
2.74%
87.07 Lakh
View All
View All

Companies Holding in this Mutual Fund

as on 30 Apr 2020
Sort By
HDFC Bank Ltd.
9.08%
2.89 Cr
ICICI Lombard General Insurance Company Ltd.
4.24%
1.35 Cr
Pidilite Industries Ltd.
4.16%
1.32 Cr
HDFC Standard Life Insurance Company Ltd.
4.10%
1.30 Cr
Asian Paints Ltd.
4.02%
1.28 Cr
Bajaj Finance Ltd.
3.99%
1.27 Cr
Titan Company Ltd.
3.70%
1.18 Cr
Kotak Mahindra Bank Ltd.
3.68%
1.17 Cr
Shree Cement Ltd.
3.67%
1.17 Cr
Housing Development Finance Corpn. Ltd.
3.46%
1.10 Cr
View All
View All

About JM Tax Gain Direct Plan - Growth

JM Tax Gain Direct Plan - Growth is a Tax Saver mutual fund scheme from JM Financial Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers Sanjay Kumar Chhabaria and Chaitanya Choksi. It has an AUM of ₹31.80 Crores and the latest NAV decalared is ₹16.304 as on 05 Jun 2020 at 12:10 pm.
JM Tax Gain Direct Plan - Growth scheme return performance in last 1 year is -14.30%, in last 3 years is 1.98% and 125.78% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:31.80 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

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.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Address
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi,400025
Phone Number
Phone Number
Phone : 022-33797777 / 1800-103-8345
Fax : 022-26528388