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EquityELSS (Tax Savings)

JM Tax Gain Fund - Growth

3Y Annualised

23.71%

0.49% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.74%

0.49% 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 3 months

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹208.81 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 - 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 17 years, having been launched on 2008-03-31. JM Tax Gain Fund - Growth has ₹208.81 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of JM Tax Gain Fund - Growth as of Tue Jul 15 2025 is ₹49.076. The fund has an expense ratio of 2.38%, 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 9.59% average annual returns.

The JM Tax Gain Fund - Growth has the majority of its money invested in Industrials, Financial Services, Energy, Healthcare, Communication Services, Technology, Consumer Cyclical sectors.

Top 5 Holdings of JM Tax Gain Fund - Growth.

  1. Larsen & Toubro Ltd: 5.09%
  2. ICICI Bank Ltd: 4.85%
  3. HDFC Bank Ltd: 4.71%
  4. Reliance Industries Ltd: 3.84%
  5. OneSource Specialty Pharma Ltd: 2.97%

AMC Information

NameJM Financial Asset Management Limited
Founding Date2008-03-31
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 - Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from JM Financial Asset Management Limited

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

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