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)

₹240 Cr

Lock In Period

3 Years

Expense Ratio

2.69

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-2.87-0.354.38
6M4.301.4115.79
1Y-2.182.8836.07
3Y14.5313.4482.93

Portfolio Analysis

  • Equity: 98.86%
  • Debt: 1.11%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Limited2.90%
2. Karur Vysya Bank Limited2.69%
3. ICICI Bank Limited2.67%
4. Kotak Mahindra Bank Limited2.11%

1. Manappuram Finance Limited2.03%
2. Bajaj Finance Limited1.94%
3. Mahindra & Mahindra Financial Serv Ltd.1.76%
4. Shriram Finance Limited1.70%

1. SYRMA SGS TECHNOLOGY LIMITED3.41%
2. GNG Electronics Limited1.58%

1. CarTrade Tech Limited2.30%
2. Eternal Limited2.08%

1. Fortis Healthcare Limited1.97%
2. Artemis Medicare Services Limited1.67%

1. Travel Food Services Limited1.89%
2. Oriental Hotels Limited1.46%

1. One 97 Communications Limited3.31%

1. Tech Mahindra Limited1.71%
2. PERSISTENT SYSTEMS LTD1.54%

1. One Source Specialty Pharma Ltd1.59%
2. Zydus Lifesciences Limited1.49%

1. Mahindra & Mahindra Limited1.63%
2. Maruti Suzuki India Limited1.42%

1. Reliance Industries Limited2.64%

1. Bharti Airtel Limited2.41%

1. EPL Limited2.19%

1. United Spirits Limited2.09%

1. Sanathan Textiles Ltd.2.04%

1. WeWork India Management Limited2.04%

1. Aditya Vision Ltd2.02%

1. State Bank of India2.01%

1. BELRISE INDUSTRIES LIMITED1.95%

1. Shaily Engineering Plastics Limited1.89%

1. Jindal Steel Limited1.89%

1. FINOLEX CABLES LTD1.82%

1. Larsen & Toubro Limited1.75%

1. PNB Housing Finance Limited1.69%

1. APAR INDUSTRIES LTD1.68%

1. Navin Fluorine International Limited1.65%

1. Adani Power Limited1.65%

1. SML Mahindra Ltd1.65%

1. Bajaj Auto Limited1.63%

1. BSE Ltd1.61%

1. Bosch Limited1.57%

1. TITAGARH RAIL SYSTEMS LIMITED1.57%

1. Max Financial Services Limited1.51%

1. Redington Limited1.51%

1. Sagility Limited1.45%

1. Hindalco Industries Limited1.37%

1. Smartworks Coworking Spaces Limited1.33%

1. Prestige Estates Projects Limited1.26%

1. INDIA CEMENTS LTD1.17%
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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 ₹240 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.69. 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

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 2.69. 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 : -2.87%
  • 6 Months : 4.30%
  • 1 Year : -2.18%
  • 3 Years : 14.53%
Returns of JM ELSS - Tax Saver Fund Growth are updated daily based on NAV of ₹ 49.2907 as on Oct 30,2026. Since inception, the return has been 50.24%.

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 ₹240 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.
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