Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 1.52 % | 3★ | ₹72 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 1.52 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹72 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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 5.3% | 19.4% | 13.8% | 16.5% | ||||
| Category Average | 8.8% | 19.6% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
ICICI Bank
Infosys
Larsen & Toubro
Axis Bank
Others
Fund House Details
JM Tax Gain Fund
Fund Manager
Gurvinder Singh Wasan
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
| -0.01 | 1.17 | 0.98 | -0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,030 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 16.5% since inception
The NAV of JM Tax Gain Fund is ₹32.9 as of 07 December 2022.
The expense ratio of JM Tax Gain Fund is 1.52 % as of 07 December 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”.
