How are the returns of JM ELSS Tax Saver Fund - Growth - Direct Plan fund?

JM ELSS Tax Saver Fund - Growth - Direct Plan fund has delivered a CAGR of 1 year: 4.49%, 3 years: 17.91%, 5 years: 15.38%, and 9 years: 13.87%. However, its average rolling 1 year: 19.57%, 3 years: 16.81%, 5 years: 16.83%, and 9 years: 14.23%.

How much does JM ELSS Tax Saver Fund - Growth - Direct Plan Fund charge as expense ratio?

JM ELSS Tax Saver Fund - Growth - Direct Plan expense ratio is 1.01%

How can I redeem my investments in JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged and you will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.

What is the PE and PB ratio of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund Direct Plan Growth?

JM ELSS Tax Saver Fund - Growth - Direct Plan current PE is 32.25 and PB ratio is 6.18

What is the minimum SIP amount of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The minimum SIP amount for this fund is Rs.500.00 and minimum lumpsum is Rs.500.00

Is there any Exit Load for JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The exit load for this fund is Nil

JM ELSS Tax Saver Fund Growth Direct Plan - Latest NAV:₹56.53, Performance, Returns and Fund Review/Analysis

Q: What is the AUM or size of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The AUM of JM ELSS Tax Saver Fund - Growth - Direct Plan is currently 220 Crores.

Q: What are the top stock holdings of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

The Top 3 stocks are Reliance Industries, HDFC Bank and Bharti Airtel and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.

Q: What are the top sectors JM ELSS Tax Saver Fund - Growth - Direct Planfund has invested in?

Top three sectors of funds are BFSI, Auto and Construction & Infrastructure accounting for 50% of the total portfolio.

FAQ : JM ELSS Tax Saver Fund - Growth - Direct Plan

JM ELSS Tax Saver Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	4.49	17.91	15.38	13.87
Average Rolling Returns(%)	19.57	16.81	16.83	14.23

The Current NAV of JM ELSS Tax Saver Fund - Growth - Direct Plan is ₹56.53.

You can consider SIP in JM ELSS Tax Saver Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

JM ELSS Tax Saver Fund - Growth - Direct Plan fund’s expense ratio is 1.01%

The process for redemption is

Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.

The AUM of JM ELSS Tax Saver Fund - Growth - Direct Plan is currently ₹220 Crores.

The Top three stocks are Reliance Industries, HDFC Bank and Bharti Airtel and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.

Top three sectors of JM ELSS Tax Saver Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 50% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund is Equity - ELSS.

Deepak Gupta. and Satish Ramanathan manage the JM ELSS Tax Saver Fund - Growth - Direct Plan Fund.

JM ELSS Tax Saver Fund - Growth - Direct Plan current PE ratio is 32.25 and PB ratio is 6.18

The asset allocation of JM ELSS Tax Saver Fund - Growth - Direct Plan is Stocks : 97.64%, Debt : 2.36% and Gold : 0%

The minimum SIP amount for JM ELSS Tax Saver Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for JM ELSS Tax Saver Fund - Growth - Direct Plan is Nil

FAQ : JM ELSS Tax Saver Fund - Growth - Direct Plan

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FAQ : JM ELSS Tax Saver Fund - Growth - Direct Plan

How are the returns of JM ELSS Tax Saver Fund - Growth - Direct Plan fund?

What is the current NAV of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Should I SIP in JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

How much does JM ELSS Tax Saver Fund - Growth - Direct Plan Fund charge as expense ratio?

How can I redeem my investments in JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the AUM or size of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What are the top stock holdings of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What are the top sectors JM ELSS Tax Saver Fund - Growth - Direct Plan Fund has invested in?

Is it safe to invest in JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the category of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Who manages the JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

What is the PE and PB ratio of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund Direct Plan Growth?

What is the asset allocation of JM ELSS Tax Saver Fund - Growth - Direct Plan Stocks, Debt and Gold?

What is the minimum SIP amount of JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

Is there any Exit Load for JM ELSS Tax Saver Fund - Growth - Direct Plan Fund?

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.