JM Tax Gain Fund (Direct)
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.
Suitability
"Capital Appreciation over Long Term.
• Investment predominantly in Equity & Equity related securities and to enable investors tax deduction from total income as permitted under Income Tax Act 1961 from time to time."
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 29.55
Expense Ratio
2.18%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10965
Min Subscription
₹ 500
Min Addition Subscription
₹ 0
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 500 |
| Scheme AUM (in Crs.) | ₹ 29.55 |
| Expense Ratio | 2.18% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 10965 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 0 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
9.83
Bajaj Finance Ltd.
Equity
7.10
Maruti Suzuki India Ltd.
Equity
5.19
Larsen & Toubro Ltd.
Equity
4.71
Kotak Mahindra Bank Ltd.
Equity
4.56
Asian Paints Ltd.
Equity
4.37
Housing Development Finance Corpn. Ltd.
Equity
4.33
Pidilite Industries Ltd.
Equity
4.27
Indusind Bank Ltd.
Equity
4.20
Shree Cement Ltd.
Equity
3.81
Sector Allocation(%)
Sector
Percent
Energy
9.88
Chemicals
8.64
Financial
39.43
Automobile
15.19
Construction
13.82
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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