JM Tax Gain Direct Plan Growth-1.21%

4Groww
-6.09%
1 Year Return
Equity
ELSS
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Tax Gain Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.02%
NAV18.18 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size31 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Tax Gain Direct Plan Growth
-6.1%
9.9%
11.2%
14.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.4%
    Bajaj Finance Ltd.Financial ServicesEquity6.0%
    Maruti Suzuki India Ltd.AutomobileEquity4.8%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    Pidilite Industries Ltd.ChemicalsEquity4.5%
    Asian Paints Ltd.Consumer GoodsEquity4.5%
    Voltas Ltd.ConstructionEquity4.3%
    SKF India Ltd.Industrial ManufacturingEquity4.2%
    Shree Cement Ltd.Cement & Cement ProductsEquity4.2%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.8%
    See All

    Fund Managers

    addChaitanya Choksi
    Education
    Mr. Choksi is a MMS (Finance) and CFA.
    Experience
    Prior to joining JM Financials in 2008 he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
    Funds Managed

    Other Details

    JM Tax Gain Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Sanjay Kumar Chhabaria, Chaitanya Choksi is the Current Fund Manager of JM Tax Gain Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹31 Cr and the Latest NAV as of 08 Jul 2019 is ₹18.18.

    The JM Tax Gain Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment 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 objective of the Scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
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