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JM Financial Mutual Fund

JM Tax Gain Direct Plan-Growth

NAV
returns change indicator
34.1475
as on 01 Jun 2023, 10:05 PM
0.0909(0.27%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
2,08,134
star
2,13,433
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
1,13,433
Profit (absolute return)
113.43%
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
8.24%
In the last 6 months
3.10%
In the last 1 year
17.30%
In the last 3 years
113.43%
In the last 5 years
93.01%
In the last 10 years
391.63%
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

JM Tax Gain Direct Plan-Growth
JM Tax Gain Direct Plan-Growth
as of 30 Apr 2023, 05:30 AM
74.36 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.35%
Expense Ratio
Plan
Growth
2.45%
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 2023
Sort By
Financial
29.44%
21.89 Cr
Capital Goods
13.98%
10.39 Cr
Services
10.01%
7.45 Cr
Energy
7.00%
5.21 Cr
Construction
6.90%
5.13 Cr
Others
32.66%
24.29 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Apr 2023
Sort By
HDFC Bank Ltd.
5.82%
4.33 Cr
ICICI Bank Ltd.
5.16%
3.84 Cr
Ultratech Cement Ltd.
4.62%
3.44 Cr
Infosys Ltd.
4.31%
3.20 Cr
Larsen & Toubro Ltd.
4.20%
3.12 Cr
Others
75.89%
56.43 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 Invalid date and is currently managed by its fund managers Asit Bhandarkar, Chaitanya Choksi and Gurvinder Singh Wasan. It has an AUM of ₹74.36 Crores and the latest NAV decalared is ₹34.148 as on 02 Jun 2023 at 8:37 pm.
JM Tax Gain Direct Plan-Growth scheme return performance in last 1 year is 17.30%, in last 3 years is 113.43% and 372.89% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:74.36 Cr
Category:Equity: ELSS
Launch Date:Invalid date
Fund Type:Open-End

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