CASPeR Ranking #20
JM Tax Gain Fund (Direct) - Growth
NAV (Tue Jan 14 2025)
₹53
Returns (Since Inception)
16.48%
Category Average
12.77%
Rating
5
Allocation and Holdings
Asset class
Weightage
Technology
11.95%
Financial Services
11.21%
Industrials
2.80%
Communication Services
2.62%
Consumer Cyclical
2.38%
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4.5Overall rating
Scheme Information
Fund name
JM Tax Gain Fund (Direct) - Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹183.48 Cr
ISIN
INF192K01CE3
Inception Date
Jan 01 2013
Standard Deviation
14.443
Beta
0.97
Sharpe Ratio
0.955
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
1.270%
Exit Load
Nil
Risk
Very High Risk
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 objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund Managers
Asit Bhandarkar
Chaitanya Choksi
About the AMC
JM Financial Asset Management Limited
Phone Number
+91 22 61987777Email Address
investor@jmfl.comCorporate Office Address
JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-EastOverall AUM
₹183.48 Cr
Website
www.jmfinancialmf.com
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