AB
Asit BhandarkarFund Manager Since 31 Dec 2021
EquityELSS (Tax Savings)
JM Tax Gain Fund - Growth
3Y Annualised
20.99%
0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.90%
0.07% 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 8 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹189.03 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 Direct Plan Payout of Income Distribution cum capital wdrl
11.84%
2nd
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
11.84%
3rd
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
11.73%
4th
Motilal Oswal ELSS Tax Saver Fund Regular Plan Payout of Income Distribution cum capital wdrl
11.73%
5th
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
95th
JM Tax Gain Fund - Growth
3.90%
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 17 years, having been launched on 2008-03-31. JM Tax Gain Fund - Growth has ₹189.03 Cr worth of assets under management (AUM) as of Sun Jun 01 2025. The latest Net Asset Value (NAV) of JM Tax Gain Fund - Growth as of Fri May 30 2025 is ₹46.9449. 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 6.44%. Since launch, it has delivered 9.43% average annual returns.
The JM Tax Gain Fund - Growth has the majority of its money invested in Financial Services, Industrials, Technology, Consumer Cyclical, Communication Services, Healthcare sectors.
Top 5 Holdings of JM Tax Gain Fund - Growth.
- ICICI Bank Ltd: 5.89%
- Larsen & Toubro Ltd: 5.12%
- HDFC Bank Ltd: 5.00%
- Infosys Ltd: 3.65%
- Maruti Suzuki India Ltd: 3.05%
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
28.36%
expense ratio
0.86%
fund size
₹1490.77 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
22.04%
expense ratio
0.72%
fund size
₹259.69 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
20.99%
expense ratio
2.38%
fund size
₹189.03 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.83%
expense ratio
0.26%
fund size
₹2682.32 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
27.12%
expense ratio
0.48%
fund size
₹5625.21 Cr
FAQs
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