JM Tax Gain Fund
500
Min SIP
500
Min Lumpsum
1.35 %
Expense Ratio
Rating
74
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.3% | 28.3% | 14.2% | 16.1% | ||||
| Category Average | 12.9% | 26.5% | 13% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
UltraTech Cem.
Infosys
Larsen & Toubro
Others
Advance Ratio
0.01
Alpha
4.03
SD
0.92
Beta
0.16
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. |
|---|
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
-
- Equity .
- ELSS .
-
- 4,740
-
15.1%Fund Size - 4,740
-
28.7%Fund Size - 4,740
-
11.8%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
13.3%Fund Size - 11,451
-
28.5%Fund Size - 11,451
-
8.6%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 3,559
-
18%Fund Size - 3,559
-
28.2%Fund Size - 3,559
-
15.8%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 966
-
12.9%Fund Size - 966
-
26.6%Fund Size - 966
-
11.5%Fund Size - 966
-
- Equity .
- ELSS .
-
- 10,161
-
12.1%Fund Size - 10,161
-
25.5%Fund Size - 10,161
-
12.9%Fund Size - 10,161
AMC Contact Details
JM Financial Mutual Fund
AUM:
2,969 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 ?
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"
What is the NAV of JM Tax Gain Fund ?
The NAV of JM Tax Gain Fund is ₹34.3 as of 02 June 2023.
How to redeem JM Tax Gain Fund 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?
The minimum SIP amount of JM Tax Gain Fund is ₹500
What are the top sectors JM Tax Gain Fund has invested in??
The top sectors JM Tax Gain Fund has invested in are
- HDFC Bank - 5.82%
- ICICI Bank - 5.16%
- UltraTech Cem. - 4.62%
- Infosys - 4.31%
- Larsen & Toubro - 4.2%
How much returns have JM Tax Gain Fund generated ?
The JM Tax Gain Fund has delivered 16.1% since inception
What is the expense ratio of JM Tax Gain Fund ?
The expense ratio of JM Tax Gain Fund is 1.35 % as of 02 June 2023.
What is the AUM of JM Tax Gain Fund?
The AUM of JM Tax Gain Fund is ₹2,969 Cr as of 02 June 2023
What are the top stock holdings of JM Tax Gain Fund?
The top stock holdings of JM Tax Gain Fund are
- HDFC Bank - 5.82%
- ICICI Bank - 5.16%
- UltraTech Cem. - 4.62%
- Infosys - 4.31%
- Larsen & Toubro - 4.2%