JM Tax Gain Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
1.42 %
Expense Ratio
Rating
90
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 26% | 27% | 18% | 16.8% | ||||
| Category Average | 19.3% | 24.3% | 15% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.49
Alpha
4.44
SD
1.01
Beta
1.61
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
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Fund Objective
To generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the income tax act, 1961 from time to time.
Fund Managers
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- ELSS .
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- 5,246
-
25.3%Fund Size - 5,246
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29.7%Fund Size - 5,246
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15.3%Fund Size - 5,246
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- Equity .
- ELSS .
-
- 12,543
-
23.3%Fund Size - 12,543
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28.8%Fund Size - 12,543
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12.4%Fund Size - 12,543
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- Equity .
- ELSS .
-
- 4,088
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23.6%Fund Size - 4,088
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26.5%Fund Size - 4,088
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18.1%Fund Size - 4,088
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- Equity .
- ELSS .
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- 1,084
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19.2%Fund Size - 1,084
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25.6%Fund Size - 1,084
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14.7%Fund Size - 1,084
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- Equity .
- ELSS .
-
- 11,227
-
18.7%Fund Size - 11,227
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25.2%Fund Size - 11,227
-
14.5%Fund Size - 11,227
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,153 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
Frequently Asked Questions
How to invest in JM Tax Gain Fund – Direct Growth ?
You can invest in JM Tax Gain Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Tax Gain Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Tax Gain Fund – Direct Growth ?
The NAV of JM Tax Gain Fund – Direct Growth is ₹38.1 as of 29 September 2023.
How to redeem JM Tax Gain Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of JM Tax Gain Fund – Direct Growth?
The minimum SIP amount of JM Tax Gain Fund – Direct Growth is ₹500
What are the top sectors JM Tax Gain Fund – Direct Growth has invested in?
The top sectors JM Tax Gain Fund – Direct Growth has invested in are
- Banks - 19.26%
- Industrial Products - 9.15%
- IT-Software - 7.9%
- Finance - 6.65%
- Cement & Cement Products - 6.6%
Can I make investments in both the SIP and Lump Sum schemes of JM Tax Gain Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of JM Tax Gain Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have JM Tax Gain Fund – Direct Growth generated ?
The JM Tax Gain Fund – Direct Growth has delivered 16.8% since inception
What is the expense ratio of JM Tax Gain Fund – Direct Growth ?
The expense ratio of JM Tax Gain Fund – Direct Growth is 1.42 % as of 29 September 2023.
What is the AUM of JM Tax Gain Fund – Direct Growth?
The AUM of JM Tax Gain Fund – Direct Growth is ₹3,153 Cr as of 29 September 2023
What are the top stock holdings of JM Tax Gain Fund – Direct Growth?
The top stock holdings of JM Tax Gain Fund – Direct Growth are
- HDFC Bank - 5.35%
- Power Fin.Corpn. - 4.34%
- Infosys - 4.11%
- ICICI Bank - 4%
- Larsen & Toubro - 3.84%
How can I redeem my investments in JM Tax Gain Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Tax Gain Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Tax Gain Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.