JM ELSS - Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

JM ELSS - Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹248 Cr

Lock In Period

3 Years

Expense Ratio

2.62

Exit Load

Nil

Benchmark

BSE 500 Total Return

JM ELSS - Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.38-1.714.43
6M17.840.7024.09
1Y8.132.5536.07
3Y14.709.9883.86

Portfolio Analysis

  • Equity: 98.22%
  • Debt: 1.79%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited3.03%
2. ICICI Bank Limited2.87%
3. Karur Vysya Bank Limited2.81%
4. Kotak Mahindra Bank Limited1.75%

1. Bajaj Finance Limited2.28%
2. Mahindra & Mahindra Financial Serv Ltd.2.07%
3. Manappuram Finance Limited1.91%
4. Shriram Finance Limited1.79%

1. Coforge Limited2.02%
2. Tech Mahindra Limited1.62%
3. PERSISTENT SYSTEMS LTD1.60%

1. CarTrade Tech Limited2.32%
2. Eternal Limited1.75%

1. Lupin Limited2.29%
2. One Source Specialty Pharma Ltd1.67%

1. Travel Food Services Limited2.24%
2. Jubilant Foodworks Limited1.35%

1. Maruti Suzuki India Limited1.68%
2. Mahindra & Mahindra Limited1.43%

1. Fortis Healthcare Limited1.78%
2. Artemis Medicare Services Limited1.26%

1. SYRMA SGS TECHNOLOGY LIMITED2.95%

1. Reliance Industries Limited2.88%

1. Bharti Airtel Limited2.68%

1. One 97 Communications Limited2.63%

1. WeWork India Management Limited2.57%

1. United Spirits Limited2.32%

1. Sanathan Textiles Ltd.1.91%

1. Aditya Vision Ltd1.90%

1. BSE Ltd1.88%

1. Shaily Engineering Plastics Limited1.87%

1. Jindal Steel Limited1.82%

1. Larsen & Toubro Limited1.82%

1. PNB Housing Finance Limited1.77%

1. State Bank of India1.72%

1. Bajaj Auto Limited1.71%

1. BELRISE INDUSTRIES LIMITED1.70%

1. Bosch Limited1.70%

1. Max Financial Services Limited1.63%

1. TITAGARH RAIL SYSTEMS LIMITED1.57%

1. APAR INDUSTRIES LTD1.55%

1. Navin Fluorine International Limited1.50%

1. Adani Power Limited1.47%

1. INDIA CEMENTS LTD1.44%

1. SML Mahindra Ltd1.41%

1. Prestige Estates Projects Limited1.36%

1. Godfrey Phillips India Limited1.31%

1. KEC International Limited1.31%

1. FINOLEX CABLES LTD1.23%

1. Hindalco Industries Limited1.21%

1. Redington Limited1.18%

1. Spandana Sphoorty Financial Limited0.92%
2. Spandana Sphoorty Financial Limited- - Partly Paid0.12%
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About Fund JM ELSS - Tax Saver Fund Growth

JM ELSS - Tax Saver Fund Growth managed by JM Financial Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹248 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.62. Under the expert guidance of Asit Bhandarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Asit Bhandarkar

Mr. Asit is an Commerce graduate and MMS. He has 7 years of experience in equity research and Fund Management. His last assignment was as Fund Manager with Lotus India AMC. Prior to that he was with SBI Funds Management. He also has been an Equity Analyst with broking houses.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Tax Plan Growth1314 CR1.55
WhiteOak Capital ELSS Tax Saver Fund Growth2493 CR2.59
JM ELSS - Tax Saver Fund Growth0248 CR2.62
Fund Name1Y3Y
This FundAditya Birla Sun Life Tax Plan Growth-4.157448.9182
This FundWhiteOak Capital ELSS Tax Saver Fund Growth2.981749.4301
This FundJM ELSS - Tax Saver Fund Growth8.132550.8969

JM ELSS - Tax Saver Fund Growth FAQs

JM ELSS - Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of JM ELSS - Tax Saver Fund Growth is 2.62. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM ELSS - Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : -0.38%
  • 6 Months : 17.84%
  • 1 Year : 8.13%
  • 3 Years : 14.70%
Returns of JM ELSS - Tax Saver Fund Growth are updated daily based on NAV of ₹ 52.6854 as on Sep 10,2026. Since inception, the return has been 50.90%.

You can invest in JM ELSS - Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of JM ELSS - Tax Saver Fund Growth is ₹248 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM ELSS - Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.