AB
Asit BhandarkarFund Manager Since 31 Dec 2021
EquityELSS (Tax Savings)
JM Tax Gain Fund - Growth
3Y Annualised
18.19%
-0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
8.79%
-0.53% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹195.75 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
13.22%
2nd
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
13.11%
3rd
ITI ELSS Tax Saver Fund Direct Growth
13.08%
4th
ITI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl
13.08%
5th
ITI ELSS Tax Saver Fund Regular Growth
12.91%
31st
JM Tax Gain Fund - Growth
8.79%
Fund Managers
CC
Chaitanya ChoksiFund Manager Since 25 Jul 2014
About JM Tax Gain Fund - Growth
JM Tax Gain Fund - Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 18 years, having been launched on 2008-03-31. JM Tax Gain Fund - Growth has ₹195.75 Cr worth of assets under management (AUM) as of Sat Apr 25 2026. The latest Net Asset Value (NAV) of JM Tax Gain Fund - Growth as of Fri Apr 24 2026 is ₹46.9044. The fund has an expense ratio of 2.37%, which is medium comparable to most other Equity funds.
JM Tax Gain Fund - Growth returns for the last 1 year are 1.87%. Since launch, it has delivered 8.93% average annual returns.
The JM Tax Gain Fund - Growth has the majority of its money invested in Financial Services, Energy, Industrials, Communication Services, Healthcare, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of JM Tax Gain Fund - Growth.
- HDFC Bank Ltd: 3.67%
- Reliance Industries Ltd: 3.67%
- Larsen & Toubro Ltd: 3.30%
- Bharti Airtel Ltd: 3.00%
- ICICI Bank Ltd: 2.99%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2008-03-31 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Tax Gain Fund - Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
19.63%
expense ratio
1.25%
fund size
₹721.39 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
18.17%
expense ratio
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fund size
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JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
18.19%
expense ratio
2.37%
fund size
₹195.75 Cr
JM Liquid Fund Growth
Capital PreservationLiquid
3Y CAGR
6.84%
expense ratio
0.26%
fund size
₹2566.84 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
20.34%
expense ratio
0.68%
fund size
₹4504.47 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
