JM ELSS - Tax Saver Fund (Direct) - Growth Option

Factsheet

As of 31 Aug 2026

Inception

31 Mar 2008

Fund managers

Mr. Deepak Gupta (since 11 Apr 2025), Mr. Satish Ramanathan (since 01 Oct 2024), Mr. Asit Bhandarkar

Benchmark

BSE 500 TRI

AUM

248.18 crore

Regular expense

2.1%

Direct expense

0.93%

Portfolio turnover

0.59

Minimum investment

₹ 500

SIP minimum

₹ 0

Exit load

NIL Note: JM ELSS - Tax Saver Fund falls in the ELSS category and is eligible for tax benefits under section 80C of Income Tax Act. There is a lock-in period of 3 years under the Scheme. BASE

Standard deviation

0%

Beta

0

Sharpe

0