Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.11%
1 Month-10.58%
3 Months-14.88%
6 Months-11.97%
1 Year-5.51%
3 Years (CAGR)+14.71%
5 Years (CAGR)+12.47%
10 Years (CAGR)+14.71%
Since Inception (Apr 2008)+8.12%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.94%
3 Year SIP+1.43%
5 Year SIP+8.28%
Since Inception (Apr 2008)+13.18%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹217 Cr
Expense Ratio2.37%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Apr 2008
AMFI Code107288
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
JM ELSS Tax Saver Fund (Regular) - Growth option is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
JM ELSS Tax Saver Fund (Regular) - Growth option is a ELSS Tax Saver mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 17 years. It manages assets worth ₹217 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.37%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations