AB
Asit BhandarkarFund Manager Since 31 Dec 2021
EquityELSS (Tax Savings)
JM Tax Gain Fund (Direct) - Growth
3Y Annualised
20.16%
0.36% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.72%
0.36% 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
3 years 9 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹183.63 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
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
201st
JM Tax Gain Fund (Direct) - Growth
2.72%
Fund Managers
CC
Chaitanya ChoksiFund Manager Since 25 Jul 2014
About JM Tax Gain Fund (Direct) - Growth
JM Tax Gain Fund (Direct) - Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. JM Tax Gain Fund (Direct) - Growth has ₹183.63 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of JM Tax Gain Fund (Direct) - Growth as of Wed Apr 23 2025 is ₹52.3104. The fund has an expense ratio of 1.03%, which is medium comparable to most other Equity funds.
JM Tax Gain Fund (Direct) - Growth returns for the last 1 year are 10.16%. Since launch, it has delivered 17.56% average annual returns.
The JM Tax Gain Fund (Direct) - Growth has the majority of its money invested in Financial Services, Technology, Consumer Cyclical, Communication Services, Industrials, Healthcare sectors.
Top 5 Holdings of JM Tax Gain Fund (Direct) - Growth.
- ICICI Bank Ltd: 5.73%
- HDFC Bank Ltd: 4.89%
- Infosys Ltd: 3.93%
- Bajaj Auto Ltd: 3.13%
- State Bank of India: 3.06%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| 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 (Direct) - 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
24.81%
expense ratio
0.93%
fund size
₹987.88 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.71%
expense ratio
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fund size
₹246.58 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
18.86%
expense ratio
2.37%
fund size
₹183.63 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.74%
expense ratio
0.26%
fund size
₹3586.63 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
25.10%
expense ratio
0.56%
fund size
₹5263.18 Cr
FAQs
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