JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
50.41
0.45(0.90%)
NAV as on 02 Jan, 2026
CAGR
20.12%3Y lock in
- AUM (Crs.)228.21
- Expense Ratio2.37 %
- Sharpe Ratio / Category Average0.91 / 0.75
- Standard Deviation / Category Average14.16 / 13.01
- Beta / Category Average1.01 / 0.94
- Portfolio Turnover / Category Average92.75 / 59.59
- Top 5 Stocks Wt.17.67
- Top 10 Stocks Wt.30.27
- Top 3 Sectors Wt.56.77
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAsit Bhandarkar, Deepak Gupta, Ruchi Fozdar, Satish Ramanathan
- Launch Date31 Mar, 2008
- BenchmarkS&P BSE 500
Objective
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.
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