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My Portfolio:
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JM ELSS Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Chaitanya Choksi

13 Mar 25 | 12:00 AM

42.49 -0.14 (-0.33%)

  • Outperforms

    7.10%

    Return (1Y)

    beaten BSE 500 TRI by 8.90%

  • Less Volatile

    1.17%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.35%

  • Consistent

    9/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVFeb 17Feb 18Feb 19Feb 20Feb 21Feb 24Feb 25Feb 27Feb 28Mar 03Mar 0441.542.042.543.043.5
JavaScript chart by amCharts 3.20.9JM ELSS Tax Saver Fund (G)

Scheme Trivia

  • JM Tax Gain Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • JM Tax Gain Fund (G) fund has been the 7th best in 3Y performance in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year JM ELSS Tax Saver Fund (G), has beaten BSE 500 TRI by 8.90% (CAGR difference)

7.10%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-2-1012345678
JavaScript chart by amCharts 3.20.9JM ELSS Tax Saver Fund (G) BSE 500 TRI

Risk

In last 1 year , the volatility of JM ELSS Tax Saver Fund (G) is Lower than BSE 500 TRI by -3.35%

1.17%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.01.52.02.53.03.54.04.55.0
JavaScript chart by amCharts 3.20.9JM ELSS Tax Saver Fund (G) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonAprMayJunJulAugSepOctNovDecJanFebMar-10010
JavaScript chart by amCharts 3.20.9JM ELSS Tax Saver Fund (G) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaAprMayJunJulAugSepOctNovDecJanFebMar-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 31 Stocks beating the benchmark 16 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition