JM Tax Gain Fund - Direct (G)

  • 3 years return (%) 15.78%
  • AUM (₹) ₹52.47 Cr
  • NAV (₹) 27.5524
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 71.24% 15.78% 18.44% 7.52%
Category Average 69.47% 14.91% 16.46% 9.02%
Rank 6 2 2 --
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
71.24%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 1 Year
JM Financial Mutual Fund 1.69 55.9757 +71%
Navi Mutual Fund 2.33 64.3958 +51%
SBI Mutual Fund 2.87 57.2495 +85%
Indiabulls Mutual Fund 2.25 53.1782 +49%
Sundaram Mutual Fund 1.43 46.7488 +108%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    6.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    5.4% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    4.0% % Assets
  • Kotak Mah. Bank

    Automobile Sector
    Equity Instrument
    3.9% % Assets
  • Axis Bank

    Automobile Sector
    Equity Instrument
    3.8% % Assets

AMC Details

JM Financial Mutual Fund

  • 2389.0753 Cr

    AUM

Contact Details

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

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