JM Tax Gain Fund

Equity | ELSS
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 500 1.17 % 4★ ₹ 70 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 500 ₹ 500 1.17 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 70 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 30 September 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -2.4% 16.5% 12.9% 16%
Category Average 0.1% 18.3% 12.9% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
7.27%
ICICI Bank
7.25%
Larsen & Toubro
4.71%
Infosys
4.6%
St Bk of India
3.34%
Others
72.82%
Banks
21.04%
Consumer Durables
6.29%
Finance
6.26%
Cement
4.65%
Industrial Products
4.63%
Others
57.13%
Equity
97.38%
Reverse Repos
2.73%
Net Curr Ass/Net Receivables
-0.11%

Fund House and Investment Objective

JM Financial Mutual Fund

JM Tax Gain Fund

Fund Manager
Chaitanya Choksi

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.

Advance Ratio

0 1.1 0.9 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

JM Financial Mutual Fund
AUM:
3,056 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

You can invest in JM Tax Gain Fund 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 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"
The JM Tax Gain Fund has delivered 16% since inception
The NAV of JM Tax Gain Fund is ₹30.7 as of 30 September 2022.
The expense ratio of JM Tax Gain Fund is 1.17 % as of 30 September 2022.
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”.
Invest Now