• 1 Year Returns: 3.09%
• 3 Year Returns: 15.50%
• 5 Year Returns: 12.60%

• Specialized Finance | 11.52%
• Private Banks | 10.38%
• Others | 9.57%
• Auto Parts | 5.82%
• Electrical Components & Equipments | 5.09%

• Syrma SGS Technology Limited | 3.41%
• One 97 Communications Ltd | 3.31%
• HDFC Bank Limited | 2.90%
• Karur Vysya Bank Ltd | 2.69%
• ICICI Bank Limited | 2.67%

• Equity | 98.89%
• Cash & Equivalents | 1.11%

The alpha ratio for the JM ELSS-Tax Saver Fund is 6.18

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the JM ELSS-Tax Saver Fund is 15.33

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the JM ELSS-Tax Saver Fund is -0.05

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the JM ELSS-Tax Saver Fund is -0.00

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.