JM Tax Gain Fund - Growth
20.32 %
( 3 Years Returns )
Past NAV Performance
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Fund Details
| Risk | High Risk | Minimum SIP Amount | ₹ 500.0 |
| NAV | 49.172 ( 27-Nov-2024) | Minimum Investment | ₹ 500.0 |
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Peer Performance
| Fund | 3 Yr Return | 5 Yr Return |
 Axis Long Term Equity Fund - Growth |
8.58 % | 14.06 % |
 Kotak Tax Saver Fund - Regular - Growth |
18.09 % | 20.25 % |
 Aditya Birla Sun Life Tax Relief 96 - Growth |
11.68 % | 12.51 % |
 DSP Tax Saver Fund - Growth |
20.18 % | 21.68 % |
 Invesco India Tax Plan - Growth |
15.76 % | 19.10 % |
Additional Details
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.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in the offer documents carefully.
Basic Details
| Fund House | JM Financial Mutual Fund |
| Inception Date | 31 Mar 2008 |
| Fund Category | Tax Saving |
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Risk Category | High Risk | AUM | ₹52.46994548Cr |
Investment Details
| Minimum Investment | ₹500.0 |
| Minimum Addl Investment | ₹500.0 |
| SIP Allowed | Y |
| Min SIP amount | ₹500.0 |
| Exit Load | nil |
Contact Details
| Fund Manager | Chaitanya Choksi,Sandeep Neema,Sandip Sabharwal,Sanjay Kumar Chhabaria |
