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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 17.96 | 1.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 15.09 | 1.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM ELSS Tax Saver Fund(IDCW) | 40.48% | 21.72% | 18.83% |
Axis ELSS Tax Saver Fund(IDCW) | 15.64% | 2.37% | 13.77% |
SBI Long Term Equity Fund(IDCW) | 39.26% | 17.72% | 10.13% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 28.19% | 7.19% | 14.08% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.40 %
Holdings
4.91 %
Holdings
3.97 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,952.93 Cr.
Chaitanya Choksi
AUM: ₹10,137.96 Cr.
|
Exp: 11yrs
Satish Ramanathan
AUM: ₹10,137.96 Cr.
|
Exp: 17.9yrs
Asit Bhandarkar
AUM: ₹10,137.96 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,884.65 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%