₹ 141.14 Cr
2.37%
S&P BSE 500 TRI
INF192K01650
500.0
500.0
500
Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
JM ELSS Tax Saver Fund (Regular) - Growth option | 50.19 | 24.07 | 21.96 |
S&P BSE 500 TRI | 37.28 | 19.68 | 19.16 |
Equity
Debt
Others
The scheme aims at achieving long term growth of capital along with income tax relief for investment .At least 80% of the funds will be invested in equity instruments.
Company | Holdings (%) |
---|---|
HDFC Bank Ltd. | 4.46 |
ICICI Bank Ltd. | 4.15 |
Larsen & Toubro Ltd. | 3.95 |
Power Finance Corporation Ltd. | 2.79 |
Tata Motors Ltd. - DVR Ordinary | 2.78 |
State Bank of India | 2.66 |
Voltas Ltd. | 2.56 |
Cummins India Ltd. | 2.55 |
Thomas Cook (India) Ltd. | 2.46 |
Thermax Ltd. | 2.45 |
Sector | Holdings (%) |
---|---|
Financial | 19.33 |
Capital Goods | 17.13 |
Services | 11.52 |
Chemicals | 8.25 |
Construction | 7.66 |
Consumer Discretionary | 6.9 |
Consumer Staples | 5.81 |
Communication | 4.64 |
Technology | 4.23 |
Automobile | 4.17 |
Scheme Name | 5Y (%) |
---|---|
JM ELSS Tax Saver Fund Gr | 21.96 |
Quant ELSS Tax Saver Gr | 33.51 |
SBI Long Term Equity Reg Gr | 23.41 |
Motilal Oswal ELSS Tax Saver Fund Reg Gr | 21.93 |
ITI ELSS Tax Saver Reg Gr | 0.0 |
Bank of India ELSS Tax Saver Reg Gr | 26.69 |
HDFC ELSS Tax saver Gr | 19.13 |
Franklin India ELSS Tax Saver Gr | 18.95 |
Nippon India Tax Saver (ELSS) Gr Gr | 16.96 |
BARODA BNP PARIBAS ELSS Tax Saver Gr | 18.33 |