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JM ELSS Tax Saver Fund (Regular) - Growth option

JM ELSS Tax Saver · ELSS
High
₹48.22
Current NAV
23 Oct 2026
-3.8%
1Y Return
13.1%
3Y CAGR
10.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.88).
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.88
Sharpe Ratio
0.88
Beta
3.88
Alpha
2.41
Sortino
Fund Details
Fund House JM ELSS Tax Saver
Category ELSS
AUM ₹5430 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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