JM ELSS Tax Saver Fund(G)

Equity Tax Saving (ELSS) Rating : Unrated

₹ 48.76

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

Deepak Gupta

Fund Benchmark
BSE 500 - TRI

Total AUM

₹ 198.60 Cr

Expense Ratio
2.38

52 Week High
₹ 53.07

52 Week Low
₹ 41.74

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio53.07

P/B Ratio3.70

Sharpe0.35

Turnover Ratio107.44

Alpha0.49

Beta1.01

Sortino0.70

Standard Deviation14.62

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	4.20%	13.05%	-1.38%	-0.99%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	22.62%	24.84%	24.98%	15.11%

Market Cap Distribution

Large Cap

54.74 %
Mid Cap

17.85 %
Small Cap

24.73 %

Avg Market Cap
₹ 1,20,668.00
(In Crore)

Peer Information

SBI Long Term Equity Fund-Reg(G)

Equity Tax Saving (ELSS) Aggressive Buy

1Y Returns 3.57%

3Y Returns 29.35%

AUM ₹29,667.40 Cr

NAV ₹435.69

Buy Now

SBI ELSS Tax Saver Fund-Reg(G)

Equity Tax Saving (ELSS) Aggressive Buy

1Y Returns 3.30%

3Y Returns 29.35%

AUM ₹29,667.40 Cr

NAV ₹444.58

Buy Now

Motilal Oswal ELSS Tax Saver Fund-Reg(G)

Equity Tax Saving (ELSS) Aggressive Buy

1Y Returns 7.92%

3Y Returns 31.24%

AUM ₹4,359.60 Cr

NAV ₹52.59

Buy Now

WOC ELSS Tax Saver Fund-Reg(G)

Equity Tax Saving (ELSS) Aggressive Buy

1Y Returns 9.80%

3Y Returns

AUM ₹382.90 Cr

NAV ₹17.62

Buy Now

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Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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