Nifty 17363.35 (1.48%)
Sensex 58075.83 (1.39%)
Nifty Bank 38349.65 (0.97%)
Nifty IT 34419.3 (2.82%)
Nifty Financial Services 17975.2 (1.19%)
Adani Ports 727.30 (2.57%)
Asian Paints 3156.80 (1.28%)
Axis Bank 780.00 (0.79%)
B P C L 389.65 (1.95%)
Bajaj Auto 3556.35 (1.58%)
Bajaj Finance 7023.95 (2.73%)
Bajaj Finserv 15602.00 (1.58%)
Bharti Airtel 717.20 (1.41%)
Britannia Inds. 3538.90 (1.28%)
Cipla 938.90 (1.22%)
Coal India 164.35 (2.37%)
Divis Lab. 4046.65 (2.71%)
Dr Reddys Labs 4341.25 (1.99%)
Eicher Motors 2656.95 (0.50%)
Grasim Inds 1733.30 (2.74%)
H D F C 2547.55 (1.77%)
HCL Technologies 1100.00 (2.06%)
HDFC Bank 1483.30 (0.57%)
HDFC Life Insur. 630.15 (1.39%)
Hero Motocorp 2726.50 (0.42%)
Hind. Unilever 2297.10 (0.08%)
Hindalco Inds. 502.70 (2.77%)
I O C L 125.60 (2.36%)
ICICI Bank 797.65 (0.38%)
IndusInd Bank 924.15 (4.06%)
Infosys 1714.35 (2.13%)
ITC 219.20 (2.14%)
JSW Steel 641.70 (2.49%)
Kotak Mah. Bank 1919.25 (1.59%)
Larsen & Toubro 1936.85 (1.36%)
M & M 882.90 (2.90%)
Maruti Suzuki 8687.95 (-1.50%)
Nestle India 18578.90 (1.05%)
NTPC 143.05 (5.96%)
O N G C 171.05 (3.23%)
Power Grid Corpn 213.25 (-0.74%)
Reliance Industr 2358.00 (0.85%)
SBI Life Insuran 1230.30 (1.54%)
Shree Cement 24502.05 (2.25%)
St Bk of India 535.00 (1.14%)
Sun Pharma.Inds. 839.00 (3.31%)
Tata Consumer 727.20 (3.01%)
Tata Motors 506.60 (2.47%)
Tata Steel 1112.35 (2.21%)
TCS 3720.50 (1.95%)
Tech Mahindra 1469.80 (1.67%)
Titan Company 2361.85 (2.24%)
UltraTech Cem. 7206.05 (1.48%)
UPL 799.25 (3.54%)
Wipro 562.70 (3.30%)

JM Tax Gain Fund - Direct (G)

  • 5 years return (%) 17.97%
  • AUM (₹) ₹66.15 Cr
  • NAV (₹) 30.8547
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 30.73% 22.29% 17.97% 20.41%
Category Average 28.54% 19.80% 16.06% 18.50%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
30.73%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
JM Tax Gain Fund - Direct (G) 1.61 66.1521 +22%
Sundaram LT MC Tax Advantage Fund-Sr.III (G) 1.43 80.7593 +23%
BOI AXA Midcap Tax Fund - Series 1 (G) 1.71 77.5783 +28%
Taurus Tax Shield (G) 2.44 65.0402 +14%
Navi Long Term Advantage Fund (G) 2.25 64.7156 +15%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    5.2% % Assets
  • Larsen & Toubro

    Automobile Sector
    Equity Instrument
    5.0% % Assets
  • Tech Mahindra

    Automobile Sector
    Equity Instrument
    4.6% % Assets
  • UltraTech Cem.

    Automobile Sector
    Equity Instrument
    4.5% % Assets

AMC Details

JM Financial Mutual Fund

  • 2020.226 Cr

    AUM

Contact Details

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

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