JM ELSS - Tax Saver Fund Direct Plan-Growth
Equity, ELSS - Tax Saver, Principal at very high risk
1 Year Return -0.86% at 30 Oct 2026 12:05 PM
JM ELSS - Tax Saver Fund Direct Plan-Growth: Mutual Fund Overview
JM ELSS - Tax Saver Fund Direct Plan-Growth is an ELSS - Tax Saver mutual fund with over 13.83 years of performance history. The scheme manages an AUM of ₹239.9 Cr and has a NAV of ₹57.5986. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.86%.
Fund Details
NAV 57.5986
Sub-Type ELSS - Tax Saver
Rating 4
Min. SIP Amount ₹1000.0
Fund Age(Year) 13.83
Fund Size(in Crores) 239.9
Fund Performance
1 Month -2.76%
3 Month -3.18%
6 Month 4.99%
1 Year -0.86%
3 Year 15.94%
5 Year 12.44%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular-Growth Ret 1M 0.93% Ret 1Y -11.45% Ret 3Y 7.02% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular-IDCW Ret 1M 0.93% Ret 1Y -11.45% Ret 3Y 7.02% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -0.56% Ret 1Y -7.96% Ret 3Y 10.2% Ret 5Y 6.59%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -0.56% Ret 1Y -7.96% Ret 3Y 10.2% Ret 5Y 6.59%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -0.56% Ret 1Y -7.96% Ret 3Y 10.2% Ret 5Y 6.59%
Equity, Flexi Cap funds Axis ELSS - Tax Saver Fund-Growth Ret 1M 0.68% Ret 1Y -5.82% Ret 3Y 9.88% Ret 5Y 4.42%
Equity, Flexi Cap funds Axis ELSS - Tax Saver Fund-IDCW Payout Ret 1M 0.68% Ret 1Y -5.82% Ret 3Y 9.88% Ret 5Y 4.42%
Equity, Flexi Cap funds Axis ELSS - Tax Saver Fund-IDCW Reinvestment Ret 1M 0.68% Ret 1Y -5.82% Ret 3Y 9.88% Ret 5Y 4.42%
Equity, Flexi Cap funds Bajaj Finserv ELSS - Tax Saver Fund Regular-Growth Ret 1M -1.73% Ret 1Y -5.33% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS - Tax Saver Fund Regular-IDCW Ret 1M -1.73% Ret 1Y -5.33% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS - Tax Saver Fund Regular-Growth Ret 1M -0.07% Ret 1Y -6.12% Ret 3Y 8.48% Ret 5Y 8.78%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.34%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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.
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
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.
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) 3
Date of Incorporation 2013-01-01
Total AUM 12720.0
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.
Take Your Next Step
JM ELSS - Tax Saver Fund Direct Plan-Growth FAQs
How to invest in JM ELSS - Tax Saver Fund Direct Plan-Growth?
Investing in JM ELSS - Tax Saver Fund Direct Plan-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for JM ELSS - Tax Saver Fund Direct Plan-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of JM ELSS - Tax Saver Fund Direct Plan-Growth?
The term expense ratio for JM ELSS - Tax Saver Fund Direct Plan-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of JM ELSS - Tax Saver Fund Direct Plan-Growth is 1.34% as of 30 Oct 2026.
What is the NAV of JM ELSS - Tax Saver Fund Direct Plan-Growth?
The NAV of JM ELSS - Tax Saver Fund Direct Plan-Growth is ₹57.5986 as of 30 Oct 2026.
What is the AUM of JM ELSS - Tax Saver Fund Direct Plan-Growth?
The AUM (Assets Under Management) of JM ELSS - Tax Saver Fund Direct Plan-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of JM ELSS - Tax Saver Fund Direct Plan-Growth is ₹239.9 Cr as of 30 Oct 2026.
What is the PE and PB ratio of JM ELSS - Tax Saver Fund Direct Plan-Growth?
The PE ratio of JM ELSS - Tax Saver Fund Direct Plan-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in JM ELSS - Tax Saver Fund Direct Plan-Growth?
Yes, you can invest in JM ELSS - Tax Saver Fund Direct Plan-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of JM ELSS - Tax Saver Fund Direct Plan-Growth in the last 5 years?
The return of JM ELSS - Tax Saver Fund Direct Plan-Growth in the last 5 years is 12.44%.
What is the minimum SIP investment required in JM ELSS - Tax Saver Fund Direct Plan-Growth?
The minimum SIP investment in JM ELSS - Tax Saver Fund Direct Plan-Growth depends on the fund's scheme rules and usually starts at a small amount. For JM ELSS - Tax Saver Fund Direct Plan-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of JM ELSS - Tax Saver Fund Direct Plan-Growth?
The NAV of JM ELSS - Tax Saver Fund Direct Plan-Growth, as of 30 Oct 2026, is ₹57.5986.
Who manages the JM ELSS - Tax Saver Fund Direct Plan-Growth?
The fund managers responsible for JM ELSS - Tax Saver Fund Direct Plan-Growth are:
- Satish Ramanathan
- Asit Bhandarkar
- Chaitanya Choksi
- Ruchi Fozdar
- Gurvinder Singh Wasan
- Deepak Gupta