JM ELSS Tax Save IDCW-P

JM ELSS Tax Save IDCW-P Fund Details and Key Information

JM ELSS Tax Save IDCW-P is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹222.93 Cr

• Expense Ratio: 2.10%

• Cash Holding: 2.63%

• Plan Type: Growth

• Benchmark: BSE 500 India TR INR

• Launch Date: 2008-03-31

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

JM ELSS Tax Save IDCW-P Returns and Performance

JM ELSS Tax Save IDCW-P has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 6.40%

• 3 Months: 16.93%

• 6 Months: 1.60%

• 1 Year: 3.83%

• 3 Years: 0.55%

• 5 Years: 1.01%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

JM ELSS Tax Save IDCW-P Risk Level and Volatility

Understanding risk is important before investing. JM ELSS Tax Save IDCW-P falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

JM ELSS Tax Save IDCW-P Portfolio Allocation

The asset allocation of JM ELSS Tax Save IDCW-P shows how investments are distributed across asset classes.

• Equity Allocation: 97.37%

• Cash Allocation: 2.63%

This allocation plays a key role in determining the fund’s risk and return profile.

JM ELSS Tax Save IDCW-P Sector Allocation

JM ELSS Tax Save IDCW-P diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 8.63%

• Communication Services: 2.70%

• Consumer Cyclical: 17.25%

• Consumer Defensive: 3.63%

• Energy: 3.16%

• Financial Services: 27.90%

• Healthcare: 6.75%

• Industrials: 9.80%

• Real Estate: 3.50%

• Technology: 11.32%

• Utilities: 2.72%

Sector allocation data helps investors understand which industries the fund is focusing on.

JM ELSS Tax Save IDCW-P Fund House

JM ELSS Tax Save IDCW-P is managed by:

AMC Name: JM Financial Asset Management Limited

A strong fund house with a proven track record can improve investor confidence.

JM ELSS Tax Save IDCW-P Minimum Investment

Investors can start investing in JM ELSS Tax Save IDCW-P with:

Minimum Investment: ₹500

This makes the fund accessible for both beginners and experienced investors.