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JM ELSS Tax Saver Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 16.57 | 17.31 | 19.73 | 17.72 |
Average Rolling Returns(%) | 19.76 | 16.89 | 15.65 | 13.87 |
The Current NAV of JM ELSS Tax Saver Fund - Growth is ₹43.78.
You can consider SIP in JM ELSS Tax Saver Fund - Growth 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 fund’s expense ratio is 2.39%
The process for redemption is
The AUM of JM ELSS Tax Saver Fund - Growth is currently ₹180 Crores.
The Top three stocks are HDFC Bank, Infosys and ICICI Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 35% of fund’s portfolio respectively.
Top three sectors of JM ELSS Tax Saver Fund - Growth fund are BFSI, Healthcare and Auto accounting for 47% 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 Fund is Equity - ELSS.
Chaitanya Choksi and Satish Ramanathan manage the JM ELSS Tax Saver Fund - Growth Fund.
JM ELSS Tax Saver Fund - Growth current PE ratio is 42.57 and PB ratio is 6.93
The asset allocation of JM ELSS Tax Saver Fund - Growth is Stocks : 99.94%, Debt : 0.07% and Gold : 0%
The minimum SIP amount for JM ELSS Tax Saver Fund - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for JM ELSS Tax Saver Fund - Growth is Nil