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JM Tax Gain Fund-Growth JM Tax Gain Fund-Growth JM Tax Gain Fund-Growth JM Tax Gain Fund-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 500 1 rating rating rating rating rating JM Tax Gain Fund-Growth 4 5

Equity ELSS


1 Yr return


3 Yrs CAGR returns


5 Yrs CAGR returns


NAV as on 25 Sep

₹ 16.77 by 0.39 ( 2.40%)

Expense ratio


Lock-in period


Fund Size (Cr)

₹ 32.67

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Performance Graph*
Returns Calculator
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If ₹500 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* 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.

investment objective

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.

Top Holdings
Top 10 Sectors %
Financial 31.25
Construction 12.18
Automobile 9.6
Technology 8.37
Chemicals 8.11
Energy 7.69
Cons Durable 5.47
Engineering 5.11
Retailing 3.02
Life Insurance 3.01
Top 10 Sectors %
Banking 8.39
Crude Oil & Natural Gas 5.41
Hire Purchase 4.98
Cars & Multi Utility Vehicles 3.17
Banking 3.15
Clocks & Watches 3.11
Retailing 3.02
Life Insurance 3.01
Telecom.Services 3
Infrastructure 2.96
Fund house details
Fund House JM Financial Mutual Fund
Fund Manager Chaitanya Choksi
Fund Setup Date 24 Dec 2007
Address Office B-8th Floor-Cnergy, Appasaheb Marathe Marg, Prabhadevi,
Contact 022- 33797777, 18001038345
Email ID