CASPeR Ranking #35
JM Tax Gain Fund - Growth
NAV (Fri Dec 20 2024)
₹49
Returns (Since Inception)
20.78%
Category Average
18.33%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
14.79%
Technology
7.38%
Industrials
2.93%
Communication Services
2.72%
Consumer Cyclical
2.49%
Consumer Defensive
2.12%
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4.5Overall rating
Scheme Information
Fund name
JM Tax Gain Fund - Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹183.48 Cr
ISIN
INF192K01650
Inception Date
Mar 31 2008
Standard Deviation
14.371
Beta
0.97
Sharpe Ratio
0.953
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
2.390%
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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