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EquityELSS (Tax Savings)

JM Tax Gain Fund (Direct) - Growth

3Y Annualised

17.86%

-0.01% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

6.64%

-0.01% 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 3 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹167.42 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹500

Exit load

0%

Nil

Risk Profile

Very High Risk

Fund Managers

AB
Asit BhandarkarFund Manager Since 31 Dec 2021
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 ₹167.42 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of JM Tax Gain Fund (Direct) - Growth as of Tue Apr 01 2025 is ₹50.191. The fund has an expense ratio of 1.27%, which is medium comparable to most other Equity funds.

JM Tax Gain Fund (Direct) - Growth returns for the last 1 year are 11.82%. Since launch, it has delivered 17.37% 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 sectors.

Top 5 Holdings of JM Tax Gain Fund (Direct) - Growth.

  1. ICICI Bank Ltd: 5.61%
  2. HDFC Bank Ltd: 5.60%
  3. Infosys Ltd: 4.63%
  4. Bajaj Finserv Ltd: 3.97%
  5. Maruti Suzuki India Ltd: 3.36%

AMC Information

NameJM Financial Asset Management Limited
Founding Date2013-01-01
Emailinvestor@jmfl.com
Phone+91 22 61987777
Websitewww.jmfinancialmf.com
AddressJM 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 Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

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AUM

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