JM Financial Asset Management Private Limited

JM Tax Gain Fund - Regular - Growth Option

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return15.6%
  • 3 yr return28.7%
  • 5 yr return12.8%
  • Expense Ratio2.29%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees74.3
  • NAVRupees30.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Generate Long-Term Capital Growth From A Diversified And Actively Managed Portfolio Of Equity And Equity Related Securities And To Enable Investors A Deduction From Total Income, As Permitted Under The Income Tax Act, 1961 From Time To Time.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 5.8
  • ICICI Bank Ltd. 5.1
  • Ultratech Cement Ltd. 4.6
  • Infosys Ltd. 4.3
  • Larsen & Toubro Ltd. 4.2
  • Can Fin Homes Ltd. 2.9
  • The Indian Hotels Company Ltd. 2.8
  • Maruti Suzuki India Ltd. 2.8
  • Hindustan Aeronautics Ltd. 2.7
  • Vardhman Textiles Ltd. 2.7
  • Gujarat Gas Ltd. 2.7
  • Sectors %
  • Banks20.5
  • Finance11.3
  • Cement6.8
  • Construction6.7
  • Internet and Technology5.5

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