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JM ELSS Tax Saver Fund-Growth
Equity, ELSS, Principal at very high risk
1 Year Return 10.93%
Fund Details
NAV 48.3427
Sub-Type ELSS
Rating 4
Min. SIP Amount 500.0
Fund Age(Year) 17.89
Fund Size 215.83
Fund Performance
1 Month -1.05%
3 Month -5.08%
6 Month 2.04%
1 Year 10.93%
3 Year 18.86%
5 Year 15.08%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M 0.13% Ret 1Y 12.64% Ret 3Y 13.34% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M 0.45% Ret 1Y 18.0% Ret 3Y 16.07% Ret 5Y 9.52%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M 1.25% Ret 1Y 11.12% Ret 3Y 15.41% Ret 5Y 9.03%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M 0.71% Ret 1Y 12.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M 1.08% Ret 1Y 13.79% Ret 3Y 15.88% Ret 5Y 15.68%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.37%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Gurvinder Singh Wasan
Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Asit Bhandarkar
Education Mr. Bhandarkar is a B.Com (H) and MMS.
Experience Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Ruchi Fozdar
Education Ms. Ruchi is a graduate in science and PGDBM in finance
Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Chaitanya Choksi
Education Mr. Choksi is a MMS (Finance) and CFA.
Experience Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Satish Ramanathan
Education Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.
Experience Prior to joining JM Mutual Fund, he has worked with Sundaram BNP Paribas AMC and has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
Deepak Gupta
Education C.A, M.Com from Mumbai University
Experience Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 38
Date of Incorporation 2008-03-31
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.57%) Market Cap Mid Cap 18.29 Large Cap 43.65 Small Cap 34.63 Top Sectors Financial 25.32 Services 14.75 Healthcare 8.39 Capital Goods 7.76 Technology 7.36 Automobile 5.84 Construction 4.96 Metals & Mining 4.55 Consumer Staples 3.74 Energy 3.45 Communication 3.01 Materials 2.88 Textiles 2.03 Unclassified 1.31 Chemicals 1.22 Top Holding Karur Vysya Bank 2.78 Persistent Systems 1.68 Lupin 2.49 Mahindra & Mahindra Financial Services 2.21 Northern ARC Capital 1.32 Infosys 2.08 Bharti Airtel 3.01 Neuland Laboratories 1.37 State Bank of India 1.9 Syrma SGS Technology 2.1 Max Healthcare Institute 1.76 Bajaj Finance 2.05 Tinna Rubber And Infrastructure 1.22 Spandana Sphoorty Financial - PPE 0.12 Voltamp Transformers 1.47 WeWork India Management 2.21 Titagarh Rail Systems 1.03 ICICI Prudential Asset Management Company 1.31 Jubilant FoodWorks 1.97 HDFC Bank 4.23 Spandana Sphoorty 0.99 Prestige Estates Projects 1.38 Coforge 1.69 KEC International 2.09 United Spirits 2.34 Blue Jet Healthcare 1.03 Tech Mahindra 1.92 CarTrade Tech 2.54 One97 Communications 2.02 The Ramco Cements 1.3 Travel Food Services 2.45 Kotak Mahindra Bank 2.05 BSE 1.79 Eternal 1.77 Sanathan Textiles 2.03 Shaily Eng Plastics 1.58 PNB Housing Finance 1.92 Max Financial Services 2.72 Onesource Specialty Pharma 1.73 Bajaj Auto 2.13 Vedanta 2.38 Reliance Industries 3.45 Jindal Steel 2.17 ICICI Bank 3.04 Maruti Suzuki India 2.68 Larsen & Toubro 3.58 Polycab India 2.11 Godfrey Phillips India 1.4
Debt & Others (3.4299999999999997%) Sector Allocation CBLO 2.71 Net Receivables 0.72 Debt Credit Ratings Debt Category Others 3.43
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