TickerKhojJM Financial Mutual Fund · Equity · ELSS (Tax Saver) · Direct plan
JM ELSS - Tax Saver Fund - Direct Plan - Growth
₹57.6488NAV on 2 Nov 2026Expense ratio 1.31%
3 Nov 2025NAV low 48.58 · high 61.7-0.2%
In plain words
Over 3 years it returned +15.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.9%.
On 3-year return it ranks 3 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 10 years ended ₹1,71,360 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.4% | +4.6% |
| 3 months | -4.0% | -3.8% |
| 6 months | +5.8% | -1.6% |
| 1 year | +0.1% | -8.1% |
| 3 years (yearly) | +15.5% | +8.0% |
| 5 years (yearly) | +12.1% | +6.5% |
| 10 years (yearly) | +15.6% | +11.7% |
| Since start (yearly) | +16.2% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,700 | +4.2% |
| 3 years | ₹3,60,000 | ₹3,96,254 | +6.3% |
| 5 years | ₹6,00,000 | ₹8,27,855 | +12.8% |
| 10 years | ₹12,00,000 | ₹27,37,582 | +15.7% |
Other plan of this fund: JM ELSS - Tax Saver Fund - Regular Plan - Growth