JM Financial Asset Management Private Limited

JM Tax Gain Fund - Regular - Growth Option

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-1.2%
  • 3 yr return13.8%
  • 5 yr return10.5%
  • Expense Ratio2.42%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees72.1
  • NAVRupees27.6

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. 9.2
  • Infosys Ltd. 6
  • Axis Bank Ltd. 4.8
  • ICICI Bank Ltd. 4.6
  • Ultratech Cement Ltd. 3.9
  • State Bank of India 3.3
  • Larsen & Toubro Ltd. 3.3
  • Indian Oil Corporation Ltd. 3
  • Reliance Industries Ltd. 2.9
  • Gujarat Gas Ltd. 2.9
  • SRF Ltd. 2.8
  • Sectors %
  • Banks24.3
  • Internet and Technology7.8
  • Chemicals6.9
  • Construction6
  • Petroleum Products6

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