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Asset Size:38Cr
Expense Ratio:0%
Fund Manager(s):Sanjay Chhabaria,Chaitanya Choksi,
5year Returns:9.95%

JM Tax Gain Fund - Growth

JM Financial       

Tax Savings
ELSS (Tax Savings)

Nav : 18.8187 ( -0.52%) February 25th, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

9.95%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since March 31st, 2008

5.45%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54L

Projected Maturity Amount

1.1Cr

JM Financial     

Tax Savings
ELSS (Tax Savings)

Nav : 18.8187 ( -0.52%) February 25th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

54L

Projected Maturity Amount

1.1Cr

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

9.95%

Investment Horizon

>3 Yr

Doubled Money

7yrs 3m

Returns since March 31st, 2008

5.45%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective is 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. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Basic Details
Fund House
JM Financial
Launch Date
March 31st, 2008
Expense Ratio
null%
Fund Category Risk
High
Std Dev (1Yr)
13.673
Std Dev (3Yr)
13.926
Std Dev (5Yr)
14.634
Asset Size
38Cr
Investment Details
Investment Plan
Growth
Return since Launch
5.45 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 22 61987777