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JM ELSS Tax Saver Fund Growth Return

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  • 6M
  • 1Y
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  • 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)

₹220 Cr

Lock In Period

3 Years

Expense Ratio

2.58

Exit Load

Nil

Benchmark

BSE 500 Total Return

Summary

JM ELSS Tax Saver Fund Growth NAV is ₹47.4977 as of 24 May, 2026. JM ELSS Tax Saver Fund Growth has delivered 59.43% returns since its launch. The minimum SIP investment amount in JM ELSS Tax Saver Fund Growth is ₹500. The AUM of JM ELSS Tax Saver Fund Growth is ₹220 Cr. The expense ratio of the fund is 2.58%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, JM ELSS Tax Saver Fund Growth has delivered 0.20% returns.

JM ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.20-0.014.38
6M-5.631.7520.20
1Y2.164.9936.07
3Y16.8216.6197.35

Portfolio Analysis

  • Equity: 97.64%
  • Debt: 2.36%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Limited3.45%
2. ICICI Bank Limited2.79%
3. Karur Vysya Bank Limited2.66%
4. Kotak Mahindra Bank Limited1.89%

1. Bajaj Finance Limited1.83%
2. Mahindra & Mahindra Financial Serv Ltd.1.80%
3. Manappuram Finance Limited1.67%
4. Shriram Finance Limited1.32%

1. Tech Mahindra Limited1.83%
2. Infosys Limited1.47%
3. PERSISTENT SYSTEMS LTD1.31%
4. Coforge Limited1.20%

1. Lupin Limited2.62%
2. One Source Specialty Pharma Ltd2.20%

1. Max Financial Services Limited1.91%
2. ICICI Prudential AMC Ltd1.65%
3. Northern Arc Capital Ltd1.25%

1. Travel Food Services Limited2.39%
2. Jubilant Foodworks Limited1.86%

1. Maruti Suzuki India Limited2.19%
2. Mahindra & Mahindra Limited1.44%

1. Reliance Industries Limited3.48%

1. Eternal Limited1.58%
2. CarTrade Tech Limited1.53%

1. Bharti Airtel Limited2.83%

1. Larsen & Toubro Limited2.73%

1. SYRMA SGS TECHNOLOGY LIMITED2.60%

1. Adani Power Limited2.52%

1. Max Healthcare Institute Limited2.26%

1. United Spirits Limited2.24%

1. Jindal Steel Limited2.23%

1. Bajaj Auto Limited2.18%

1. Polycab India Limited2.18%

1. WeWork India Management Limited2.08%

1. BSE Ltd2.07%

1. Sanathan Textiles Ltd.1.99%

1. State Bank of India1.97%

1. PNB Housing Finance Limited1.94%

1. One 97 Communications Limited1.91%

1. KEC International Limited1.72%

1. Shaily Engineering Plastics Limited1.71%

1. Godfrey Phillips India Limited1.52%

1. Navin Fluorine International Limited1.49%

1. APAR INDUSTRIES LTD1.47%

1. Hindalco Industries Limited1.42%

1. Bosch Limited1.39%

1. INDIA CEMENTS LTD1.36%

1. Prestige Estates Projects Limited1.31%

1. TITAGARH RAIL SYSTEMS LIMITED1.18%

1. CEAT Limited1.03%

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 ₹220 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.58. 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
Principal Personal Taxsaver Growth3332.68 CR2.55
Nippon India ELSS Tax Saver Fund Growth314742.47 CR1.86
JM ELSS Tax Saver Fund Growth0219.58 CR2.58
Motilal Oswal ELSS Tax Saver Fund Growth44658.52 CR1.99
Fund Name1Y3Y
This FundPrincipal Personal Taxsaver Growth31.855859.2401
This FundNippon India ELSS Tax Saver Fund Growth2.191359.2993
This FundJM ELSS Tax Saver Fund Growth2.155859.4284
This FundMotilal Oswal ELSS Tax Saver Fund Growth4.500686.085

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 2.58. 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 : 0.20%
  • 6 Months : -5.63%
  • 1 Year : 2.16%
  • 3 Years : 16.82%
Returns of JM ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 47.4977 as on May 22,2026. Since inception, the return has been 59.43%.

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 ₹220 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.