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JP Morgan India Tax Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
31.625 0.01 (0.03%)

NAV as on 31 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : JPMorgan Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 31 Mar, 2015)

Period Returns (%) Rank #
1 mth -4.0 51
3 mth 6.6 25
6 mth 16.2 33
1 year 45.3 47
2 year 31.2 49
3 year 21.8 28
5 year 13.8 23

# Moneycontrol Rank within 96 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.4 18.5 4.9 8.9 -
2013 -7.1 1.2 -2.5 10.5 3.2
2012 12.6 -0.1 7.6 3.4 25.9
2011 -6.4 -0.4 -9.5 -6.9 -22.6
2010 2.9 4.0 14.2 0.6 25.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -4.0 6.6 16.2 45.3 31.2 21.8 13.8
Category avg -3.7 4.2 12.8 43.9 29.2 19.8 11.3
Difference of Fund returns and Category returns -0.3 2.4 3.4 1.4 2.0 2.0 2.5
Best of category 1.4 11.6 22.9 73.2 51.3 34.9 23.2
Worst of category -6.4 -3.9 -1.1 16.6 14.5 12.3 4.3
Benchmark returns # -3.7 3.2 8.8 31.9 24.1 17.7 10.0
Difference of Fund returns and Benchmark returns -0.3 3.4 7.4 13.4 7.1 4.1 3.8
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 16, 2008
Benchmark S&P BSE 200
Asset Size (Rs cr) 8.29 (Dec-31-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Harshad Patwardhan / Karan Sikka
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office J.P. Morgan Tower, Off C.S.T. Road, Kalina, Santacruz (E), Mumbai , 400 098
Tel. No. 022-61573000
Fax No. 91 22 66393095
Email india.investors@jpmorgan.com
Website http://www.jpmorganmf.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
66.47 6.7 12.9 48.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,936.06 6.6 12.9 47.5 24.5 14.2
HDFC Tax Saver (G) Rank 4
4,794.48 -1.0 7.8 43.8 21.2 13.8
HDFC Tax Saver - Direct (G) Not Ranked
115.70 -0.9 8.1 44.5 -- --
Axis Long Term Equity Fund (G) Rank 1
2,933.79 7.7 20.1 63.2 34.9 23.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.75 7.16
ICICI Bank Banking/Finance 0.67 6.40
Infosys Technology 0.54 5.18
Larsen Engineering 0.50 4.73
Axis Bank Banking/Finance 0.45 4.27
HDFC Banking/Finance 0.39 3.71
Maruti Suzuki Automotive 0.38 3.57
Tata Motors Automotive 0.37 3.54
UltraTechCement Cement 0.31 2.97
SBI Banking/Finance 0.30 2.88

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 33.64 65.22 27.85
Automotive 13.49 27.48 8.62
Engineering 13.39 24.08 10.29
Technology 10.10 24.64 6.43
Cement 6.41 10.42 4.08
Pharmaceuticals 5.85 12.52 2.57

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.74
Others 0.00
Debt 0.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.22

View All

Concentration

Holdings (%)
Top 5 27.74
Top 10 44.41
Sector (%)
Top 3 60.52

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