JM Tax Gain Fund - Direct (IDCW)

  • 5 years return (%) 18.75%
  • AUM (₹) ₹65.33 Cr
  • NAV (₹) 31.7567
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 67.54% 27.56% 18.75% 27.06%
Category Average 62.72% 24.19% 17.24% 25.05%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
67.54%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
JM Tax Gain Fund - Direct (IDCW) 1.69 65.3342 +28%
BOI AXA Midcap Tax Fund - Series 1 (G) 1.71 82.3861 +31%
Sundaram LT MC Tax Advantage Fund-Sr.III (G) 1.43 82.1532 +24%
Navi Long Term Advantage Fund (G) 2.25 68.6342 +19%
SBI Long Term Advantage Fund - Series III (G) 2.87 59.8924 +28%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • Bajaj Finance

    Automobile Sector
    Equity Instrument
    4.0% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    3.8% % Assets
  • Larsen & Toubro

    Automobile Sector
    Equity Instrument
    3.7% % Assets

AMC Details

JM Financial Mutual Fund

  • 2089.1002 Cr

    AUM

Contact Details

Office B, 8th Floor, Cnergy,
Appasaheb Marathe Marg
Prabhadevi, Mumbai - 400 025.

022-61987777 | 022-61987704
investor@jmfl.com