JM ELSS - Tax Saver Fund is an ELSS fund run by JM Financial Mutual Fund. On 30-09-2026, it managed ₹240 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 15.6% a year and its Regular plan returned 14.1% a year. Its benchmark, BSE 500 TRI, returned 9.9% a year over the same 3 years.
NAV (Direct plan)
₹57.26
▼ 0.59% · 30-10-2026
NAV (Regular plan)
₹49.29
▼ 0.59% · 30-10-2026
Expense ratio
1.34%Direct2.68%Regular
1.34%
A year
Riskometer
Very High
Set by the fund house
3 year return
15.6%Direct14.1%Regular
15.6%
A year
JM ELSS - Tax Saver Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹57.26 (down 0.59% that day); Regular Plan Growth ₹49.29 (down 0.59% that day).
This fund (Direct plan)
₹57.2605
JM ELSS - Tax Saver Fund Returns vs BSE 500 TRI
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−3.36%
−4.03%
+5.11%
−1.27%
+15.60%
+12.32%
+15.40%
This fund (Regular)
−3.47%
−4.35%
+4.41%
−2.58%
+14.14%
+11.06%
+14.25%
BSE 500 TRI
−0.87%
−6.09%
−2.95%
−7.66%
+9.89%
+8.65%
+12.51%
ELSS average
−2.34%
−5.61%
−1.63%
−5.75%
+10.92%
+10.29%
+13.05%
Best in ELSS
+1.27%
−1.66%
+5.11%
+2.97%
+19.52%
+15.67%
+19.15%
Worst in ELSS
−8.36%
−10.02%
−7.36%
−11.32%
+2.93%
+5.27%
+9.91%
Rank in ELSS
37/50
12/50
1/50
4/50
3/49
11/43
5/27
Category rows compare the Direct plans of 50 ELSS funds. Rank 1 is the highest return.
JM ELSS - Tax Saver Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
BSE 500 TRI
2026to date
−0.54%
−1.64%
−7.81%
2025
+3.83%
+2.51%
+7.63%
2024
+30.64%
+29.02%
+15.81%
2023
+32.19%
+30.91%
+26.55%
2022
+1.47%
+0.54%
+4.77%
2021
+33.15%
+32.16%
+31.63%
JM ELSS - Tax Saver Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,667 periods, one for each trading day from 04-01-2016 to 30-10-2026.
−10%0%10%20%30%40%
JM ELSS - Tax Saver Fund (Direct)
BSE 500 TRI
Nov 2013 to Nov 2016Sept 2015 to Sept 2018Jul 2017 to Jul 2020May 2019 to May 2022Mar 2021 to Mar 2024Dec 2022 to Dec 2025
JM ELSS - Tax Saver Fund (Direct)BSE 500 TRI
1%
2%
Below 0%
5%
4%
0-5%
2%
8%
5-10%
17%
37%
10-15%
37%
34%
15-20%
26%
12%
20-25%
12%
3%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
3,154
15.3%
−27.3%
95.1%
18%
11.3%
69%
2 years
2,912
18.5%
−11.5%
53.6%
3%
15.5%
89%
3 years
2,667
17.9%
−3.5%
33.2%
1%
14.9%
91%
5 years
2,174
17.7%
1.9%
31.0%
0%
14.9%
98%
7 years
1,684
16.8%
10.1%
21.0%
0%
14.3%
100%
10 years
941
17.3%
14.4%
20.7%
0%
14.6%
100%
Every SIP holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
154
17.2%
−43.4%
81.2%
22%
12.7%
65%
2 years
142
15.7%
−22.1%
50.8%
6%
12.4%
80%
3 years
130
18.4%
−13.7%
36.5%
3%
14.9%
90%
5 years
106
17.6%
−2.1%
31.3%
2%
15.4%
99%
7 years
82
17.3%
4.5%
25.8%
0%
15.5%
100%
10 years
46
17.7%
14.6%
21.9%
0%
15.3%
100%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than BSE 500 TRI over the same days. Past returns do not promise future returns.
JM ELSS - Tax Saver Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
JM ELSS - Tax Saver Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
−1.27%
−7.66%
Standard deviation
15.50%
14.32%
Sharpe ratio
-0.42
-0.90
Sortino ratio
-0.56
-1.19
Maximum drawdown
−16.9%
(23-03-2026)
−14.8%
(30-03-2026)
Beta
1.04
1.00
Alpha
+6.93%
0.00%
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
JM ELSS - Tax Saver Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+15.60%
+9.89%
Standard deviation
16.06%
14.19%
Sharpe ratio
0.60
0.27
Sortino ratio
0.80
0.37
Maximum drawdown
−20.9%
(07-04-2025)
−18.7%
(28-02-2025)
Beta
1.08
1.00
Alpha
+5.41%
0.00%
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
JM ELSS - Tax Saver Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+12.32%
+8.65%
Standard deviation
15.58%
14.29%
Sharpe ratio
0.42
0.20
Sortino ratio
0.56
0.27
Maximum drawdown
−20.9%
(07-04-2025)
−18.7%
(28-02-2025)
Beta
1.04
1.00
Alpha
+3.55%
0.00%
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
JM ELSS - Tax Saver Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+15.40%
+12.51%
Standard deviation
17.03%
16.03%
Sharpe ratio
0.59
0.44
Sortino ratio
0.79
0.59
Maximum drawdown
−37.4%
(23-03-2020)
−38.1%
(23-03-2020)
Beta
1.02
1.00
Alpha
+2.77%
0.00%
From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
JM ELSS - Tax Saver Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+16.16%
+12.82%
Standard deviation
16.95%
15.77%
Sharpe ratio
0.60
0.43
Sortino ratio
0.81
0.58
Maximum drawdown
−37.4%
(23-03-2020)
−38.1%
(23-03-2020)
Beta
1.02
1.00
Alpha
+3.19%
0.00%
From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−40%−30%−20%−10%0%
JM ELSS - Tax Saver Fund (Direct)
BSE 500 TRI
2014201620182020202220242026
JM ELSS - Tax Saver Fund (Direct)BSE 500 TRI
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
JM ELSS - Tax Saver Fund (Direct)
−37.4%
19-02-2020
23-03-2020
10-11-2020
8 months
−7.2%
BSE 500 TRI
−38.1%
17-01-2020
23-03-2020
06-11-2020
7 months
−9.4%
From the Direct plan's daily NAV since 02-01-2013, adjusted for unit splits, and BSE 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
JM ELSS - Tax Saver Fund vs Other ELSS Funds
The five ELSS funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
JM ELSS - Tax Saver Fund Expense Ratio and Costs
What each plan charges a year, in force from 01-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
ELSS median
Cost rank (1 = cheapest)
Direct
0.93%
0.08%
0.00%
0.33%
1.34%
1.11%
42/49
Regular
2.10%
0.08%
0.00%
0.50%
2.68%
1.96%
46/50
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the ELSS funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
−2.58%
−1.27%
1.31%
₹97,420
₹98,730
3 years
14.14%
15.60%
1.46% a year
₹1,48,701
₹1,54,480
5 years
11.06%
12.32%
1.26% a year
₹1,68,962
₹1,78,766
10 years
14.25%
15.40%
1.15% a year
₹3,78,933
₹4,18,850
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
JM ELSS - Tax Saver Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
Investment
Invested
Value now
Gain
Return a year
Direct planJM ELSS - Tax Saver Fund (Direct)
₹16,60,000
₹55,77,578
₹39,17,578
16.1%
Regular planJM ELSS - Tax Saver Fund (Regular)
₹16,60,000
₹50,45,893
₹33,85,893
14.9%
BSE 500 TRI
₹16,60,000
₹42,30,102
₹25,70,102
12.6%
Category averageCategory average, 49 ELSS funds
₹16,60,000
₹47,55,907
₹30,95,907
14.1%
₹0₹20.0 L₹40.0 L₹60.0 L
Direct planJM ELSS - Tax Saver Fund (Direct)
Regular planJM ELSS - Tax Saver Fund (Regular)
BSE 500 TRI
Category averageCategory average, 49 ELSS funds
Amount invested
2014201620182020202220242026
Direct planJM ELSS - Tax Saver Fund (Direct)Regular planJM ELSS - Tax Saver Fund (Regular)BSE 500 TRICategory averageCategory average, 49 ELSS fundsAmount invested
From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
JM ELSS - Tax Saver Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
98.9%Equity
Asset
Fund
Category
Equity
98.9%
96.3%
Cash and others
1.1%
3.1%
Market cap of stocks
Market cap
Fund
Category
Large Cap
35.1%
47.5%
Mid Cap
18.2%
18.4%
Small Cap
45.5%
29.4%
Share of the whole fund. Category: the average of the ELSS funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
JM ELSS - Tax Saver Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks12.4%
Finance10.1%
Retailing6.4%
Industrial Manufacturing5.0%
Commercial Services & Supplies4.9%
Automobiles4.7%
Industrial Products4.0%
Healthcare Services3.6%
Auto Components3.5%
Leisure Services3.3%
The ten largest of 31 sectors. The other 21 add up to 40.9%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
12.2%
--
12.4%
+0.2%
Finance
10.7%
--
10.1%
−0.6%
Retailing
6.0%
--
6.4%
+0.4%
Industrial Manufacturing
4.5%
4.4%
5.0%
+0.5%
Commercial Services & Supplies
3.8%
3.3%
4.9%
+1.1%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
JM ELSS - Tax Saver Fund Portfolio Holdings
As on 30-09-2026 · 53 holdings · from the fund house's monthly portfolio
Holdings
Sector
Weight%
Holdings trend
1M change
SYRMA SGS TECHNOLOGY LIMITED
Industrial Manufacturing
3.41%
−7.1%
One 97 Communications Limited
Financial Technology (Fintech)
3.31%
0.0%
HDFC Bank Limited
Banks
2.90%
0.0%
Karur Vysya Bank Limited
Banks
2.69%
0.0%
ICICI Bank Limited
Banks
2.67%
0.0%
Reliance Industries Limited
Petroleum Products
2.64%
0.0%
Bharti Airtel Limited
Telecom - Services
2.41%
0.0%
CarTrade Tech Limited
Retailing
2.30%
−8.0%
EPL Limited
Industrial Products
2.19%
+82.0%
Kotak Mahindra Bank Limited
Banks
2.11%
0.0%
United Spirits Limited
Beverages
2.09%
0.0%
Eternal Limited
Retailing
2.08%
0.0%
Sanathan Textiles Ltd.
Textiles & Apparels
2.04%
−1.4%
WeWork India Management Limited
Commercial Services & Supplies
2.04%
0.0%
Manappuram Finance Limited
Finance
2.03%
+10.8%
Aditya Vision Ltd
Retailing
2.02%
0.0%
State Bank of India
Banks
2.01%
0.0%
Fortis Healthcare Limited
Healthcare Services
1.97%
0.0%
BELRISE INDUSTRIES LIMITED
Auto Components
1.95%
0.0%
Bajaj Finance Limited
Finance
1.94%
0.0%
Shaily Engineering Plastics Limited
Consumer Durables
1.89%
0.0%
Jindal Steel Limited
Ferrous Metals
1.89%
0.0%
Travel Food Services Limited
Leisure Services
1.89%
−1.3%
FINOLEX CABLES LTD
Industrial Products
1.82%
0.0%
Mahindra & Mahindra Financial Serv Ltd.
Finance
1.76%
0.0%
Larsen & Toubro Limited
Construction
1.75%
0.0%
Tech Mahindra Limited
IT - Software
1.71%
+13.5%
Shriram Finance Limited
Finance
1.70%
0.0%
PNB Housing Finance Limited
Finance
1.69%
0.0%
APAR INDUSTRIES LTD
Electrical Equipment
1.68%
0.0%
Artemis Medicare Services Limited
Healthcare Services
1.67%
0.0%
Adani Power Limited
Power
1.65%
0.0%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.65%
0.0%
SML Mahindra Ltd
Agricultural, Commercial & Construction Vehicles
1.65%
0.0%
Bajaj Auto Limited
Automobiles
1.63%
0.0%
Mahindra & Mahindra Limited
Automobiles
1.63%
+13.7%
BSE Ltd
Capital Markets
1.61%
0.0%
One Source Specialty Pharma Ltd
Pharmaceuticals & Biotechnology
1.59%
0.0%
GNG Electronics Limited
IT - Hardware
1.58%
+16.0%
Bosch Limited
Auto Components
1.57%
−11.1%
TITAGARH RAIL SYSTEMS LIMITED
Industrial Manufacturing
1.57%
0.0%
PERSISTENT SYSTEMS LTD
IT - Software
1.54%
0.0%
Max Financial Services Limited
Insurance
1.51%
0.0%
Redington Limited
Commercial Services & Supplies
1.51%
0.0%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
1.49%
+39.5%
Oriental Hotels Limited
Leisure Services
1.46%
+16.9%
Sagility Limited
IT - Services
1.45%
+14.0%
Maruti Suzuki India Limited
Automobiles
1.42%
0.0%
Hindalco Industries Limited
Non - Ferrous Metals
1.37%
+16.7%
Smartworks Coworking Spaces Limited
Commercial Services & Supplies
1.33%
New
Prestige Estates Projects Limited
Realty
1.26%
0.0%
INDIA CEMENTS LTD
Cement & Cement Products
1.17%
+5.7%
Spandana Sphoorty Financial Limited
Finance
0.97%
+24.4%
JM ELSS - Tax Saver Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
SYRMA SGS TECHNOLOGY LIMITED
↓Reduced
−7.1%
3.41%
CarTrade Tech Limited
↓Reduced
−8.0%
2.30%
Coforge Limited
↓Sold out
−100%
was 2.28%
EPL Limited
↑Added
+82.0%
2.19%
Sanathan Textiles Ltd.
↓Reduced
−1.4%
2.04%
Manappuram Finance Limited
↑Added
+10.8%
2.03%
Travel Food Services Limited
↓Reduced
−1.3%
1.89%
Bosch Limited
↓Reduced
−11.1%
1.57%
Tech Mahindra Limited
↑Added
+13.5%
1.71%
Mahindra & Mahindra Limited
↑Added
+13.7%
1.63%
GNG Electronics Limited
↑Added
+16.0%
1.58%
Zydus Lifesciences Limited
↑Added
+39.5%
1.49%
Oriental Hotels Limited
↑Added
+16.9%
1.46%
Sagility Limited
↑Added
+14.0%
1.45%
Hindalco Industries Limited
↑Added
+16.7%
1.37%
Smartworks Coworking Spaces Limited
↑New
New
1.33%
INDIA CEMENTS LTD
↑Added
+5.7%
1.17%
Godfrey Phillips India Limited
↓Sold out
−100%
was 1.26%
Spandana Sphoorty Financial Limited
↑Added
+24.4%
0.97%
Spandana Sphoorty Financial Ltd. - Partly Paid
↓Sold out
−100%
was 0.11%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
JM ELSS - Tax Saver Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.34%
Expense ratio (Regular)
2.68%
Category
ELSS
Risk
Very High
Benchmark
BSE 500 TRI
Launch date
31-03-2008
Minimum investment
₹500
Minimum additional investment
₹500
AUM
₹239.90 Cr (30-09-2026)
Lock in
3 years
Scheme code (Direct)
120494
ISIN (Direct)
INF192K01CE3
Scheme code (Regular)
107288
ISIN (Regular)
INF192K01650
NAV history
From 02-01-2013, 13.8 years
Exit load
Nil
Tax on JM ELSS - Tax Saver Fund returns
JM ELSS - Tax Saver Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
Investing in it can be deducted from income under Section 80C, up to ₹1.5 lakh a year, in the old tax regime. Each investment is locked in for 3 years.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹57.2605
30-10-2026
direct
IDCW
₹55.8487
30-10-2026
regular
Growth
₹49.2907
30-10-2026
regular
IDCW
₹49.2899
30-10-2026
About JM ELSS - Tax Saver Fund
JM ELSS - Tax Saver Fund is a mutual fund from JM Financial Mutual Fund. Its category is ELSS. It was launched on 31-03-2008. Its benchmark is BSE 500 TRI. At the end of September 2026 it held 53 securities.
Fund Manager
Deepak Gupta
Fund manager of JM ELSS - Tax Saver Fund, since 11-04-2025
Satish Ramanathan
Fund manager of JM ELSS - Tax Saver Fund, since 01-10-2024
Asit Bhandarkar
Fund manager of JM ELSS - Tax Saver Fund, since 28-12-2021
Ruchi Fozdar
Fund manager of JM ELSS - Tax Saver Fund, since 04-10-2024
Frequently Asked Questions for JM ELSS - Tax Saver Fund
What is the current NAV of JM ELSS - Tax Saver Fund?
The Direct plan NAV is ₹57.2605. The Regular plan NAV is ₹49.2907, as on 30-10-2026.
What are the returns of JM ELSS - Tax Saver Fund?
The Direct plan returned −1.27% in 1 year, +15.60% a year over 3 years, +12.32% a year over 5 years. The Regular plan returned −2.58% in 1 year, +14.14% a year over 3 years, +11.06% a year over 5 years. These figures are as on 30-10-2026.
What is the expense ratio of JM ELSS - Tax Saver Fund?
The Direct plan charges 1.34% a year. The Regular plan charges 2.68% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.
What is the AUM of JM ELSS - Tax Saver Fund?
JM ELSS - Tax Saver Fund managed ₹239.90 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of JM ELSS - Tax Saver Fund?
At the end of September 2026 the largest holdings were SYRMA (3.41%), PAYTM (3.31%), HDFCBANK (2.90%), KARURVYSYA (2.69%), ICICIBANK (2.67%). The fund held 53 securities in all.
What did JM ELSS - Tax Saver Fund buy and sell in September 2026?
It bought 1 new stock: Smartworks Coworking Spaces Limited. It sold out of 3: Spandana Sphoorty Financial Ltd. - Partly Paid, Godfrey Phillips India Limited, Coforge Limited. It added shares in 11. It reduced 5.
How do I invest in JM ELSS - Tax Saver Fund?
Through JM Financial Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.
Who is the fund manager of JM ELSS - Tax Saver Fund?
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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