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JM ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

JM ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹232 Cr

Lock In Period

3 Years

Expense Ratio

2.68

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(%)
1M2.580.104.38
6M7.902.6920.20
1Y3.894.4836.07
3Y15.5314.4397.35

Portfolio Analysis

  • Equity: 97.46%
  • Debt: 2.53%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited3.37%
2. ICICI Bank Limited2.87%
3. Karur Vysya Bank Limited2.54%
4. Kotak Mahindra Bank Limited1.83%

1. Bajaj Finance Limited2.10%
2. Mahindra & Mahindra Financial Serv Ltd.1.94%
3. Shriram Finance Limited1.86%
4. Manappuram Finance Limited1.73%

1. Tech Mahindra Limited1.44%
2. Coforge Limited1.39%
3. PERSISTENT SYSTEMS LTD1.12%
4. Infosys Limited1.00%

1. Lupin Limited2.39%
2. One Source Specialty Pharma Ltd1.78%

1. CarTrade Tech Limited2.39%
2. Eternal Limited1.59%

1. Max Healthcare Institute Limited2.42%
2. Fortis Healthcare Limited1.32%

1. Travel Food Services Limited2.37%
2. Jubilant Foodworks Limited1.34%

1. SYRMA SGS TECHNOLOGY LIMITED3.57%

1. Maruti Suzuki India Limited2.19%
2. Mahindra & Mahindra Limited1.34%

1. Reliance Industries Limited2.97%

1. Max Financial Services Limited1.80%
2. Nuvama Wealth Management Limited1.03%

1. Bharti Airtel Limited2.63%

1. Polycab India Limited2.53%

1. WeWork India Management Limited2.48%

1. Larsen & Toubro Limited2.44%

1. One 97 Communications Limited2.33%

1. United Spirits Limited2.16%

1. BSE Ltd2.08%

1. Bajaj Auto Limited2.01%

1. Sanathan Textiles Ltd.1.87%

1. Shaily Engineering Plastics Limited1.85%

1. Jindal Steel Limited1.82%

1. PNB Housing Finance Limited1.82%

1. State Bank of India1.79%

1. APAR INDUSTRIES LTD1.77%

1. TITAGARH RAIL SYSTEMS LIMITED1.74%

1. Bosch Limited1.72%

1. Navin Fluorine International Limited1.59%

1. KEC International Limited1.51%

1. INDIA CEMENTS LTD1.42%

1. Godfrey Phillips India Limited1.39%

1. Prestige Estates Projects Limited1.37%

1. Hindalco Industries Limited1.23%

1. Adani Power Limited1.19%

1. Spandana Sphoorty Financial Limited0.98%
2. Spandana Sphoorty Financial Limited-Partly Paid0.11%

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 ₹232 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.68. 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
Baroda BNP Paribas ELSS Tax Saver Fund Growth3896 CR2.53
JM ELSS Tax Saver Fund Growth0232 CR2.68
Fund Name1Y3Y
This FundBaroda BNP Paribas ELSS Tax Saver Fund Growth3.624352.6893
This FundJM ELSS Tax Saver Fund Growth3.890154.1983

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 2.68. 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 : 2.58%
  • 6 Months : 7.90%
  • 1 Year : 3.89%
  • 3 Years : 15.53%
Returns of JM ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 50.6099 as on Jul 22,2026. Since inception, the return has been 54.20%.

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 ₹232 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.