FundLens
64
ELSS (Tax Saver)Buy

JM ELSS Tax Saver

JM · Direct–Growth · rank #13 of 38 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
4.0%
+3.4% vs index
3 Years
16.4%
+4.2% vs index
5 Years
15.5%
+3.5% vs index
Since launch
16.7%

Year-by-year performance

last entry = YTD
2021
+33.1%
2022
+1.5%
2023
+32.2%
2024
+30.6%
2025
+3.8%
2026
+1.1%

Why this score

JM ELSS Tax Saver scores 64/100 — #13 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 5y return and 3y return — beating 87% of peers on 5y return. The main drag is its volatility (better than only 17% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

5Y return15.46% · 87th percentile in category
3Y return16.40% · 80th percentile in category
Volatility17.00 · 17th percentile in category
Sharpe ratio0.72 · 75th percentile in category
Expense ratio1.34% · 20th percentile in category
Fund size231.31 Cr · 17th percentile in category

Other ELSS (Tax Saver) funds