JM Tax Gain Direct Plan-Growth
JM Tax Gain Direct Plan-Growth
JM Tax Gain Direct Plan-Growth
JM Tax Gain Direct Plan-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now!
INR
1000
1
JM Tax Gain Direct Plan-Growth
5
5
Value Research
Equity ELSS
PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth
1 Yr return
-18.71%
3 Yrs CAGR returns
0.32%
5 Yrs CAGR returns
4.78%
NAV as on 27 Mar
₹ 14.65 by -0.17 ( -1.16%)
Expense ratio
2.75
Lock-in period
19.29%
Fund Size (Cr)
₹ 32.67
If ₹1000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More
The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
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Equity
| Top 10 Sectors | % |
|---|---|
| Financial | 31.55 |
| Construction | 12.45 |
| Chemicals | 10.46 |
| Automobile | 9.47 |
| Engineering | 7.3 |
| Cons Durable | 7.19 |
| Technology | 5.49 |
| Retailing | 3.54 |
| Others | 2.98 |
| General Insurance | 2.82 |
| Top 10 Sectors | % |
|---|---|
| Banking | 9 |
| Hire Purchase | 5.46 |
| Others | 4.65 |
| Thermoplastics | 4.1 |
| Paints & Varnishes | 4.05 |
| Clocks & Watches | 3.9 |
| Banking | 3.7 |
| Cement | 3.55 |
| Retailing | 3.54 |
| Housing Finance | 3.32 |
| Fund House | JM Financial Mutual Fund |
| Fund Manager | Chaitanya Choksi |
| Fund Setup Date | 01 Jan 2013 |
| Address | Office B-8th Floor-Cnergy, Appasaheb Marathe Marg, Prabhadevi, |
| Contact | 022- 33797777, 18001038345 |
| Email ID | investor@jmfl.com |