JM Tax Gain Fund - Direct (IDCW)

JM Tax Gain Fund - Direct (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

-%

Expense Ratio

₹181 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
39.79%
21.82%
23.72%
18.6%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
JM Tax Gain Fund - Direct (IDCW)
39.79%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
52.9%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%

Holdings

Holdings
Sector Wise
Infosys
8.02%
HDFC Bank
5.91%
Larsen & Toubro
5.04%
ICICI Bank
4.43%
Tech Mahindra
4.24%

Fund Manager

S
Sanjay Chhabaria
C
Chaitanya Choksi