66
ELSS (Tax Saver)Buy
JM ELSS Tax Saver
JM · Direct–Growth · rank #12 of 38 by Smart Score
Data updated
Trailing returns
1 Year
10.7%
+7.1% vs index
3 Years
17.0%
+5.3% vs index
5 Years
15.0%
+4.3% vs index
Since launch
16.9%
Year-by-year performance
2021
+33.1%+2.5% vs index
2022
+1.5%-2.3% vs index
2023
+32.2%+5.6% vs index
2024
+30.6%+15.0% vs index
2025
+3.8%-3.8% vs index
2026
+6.0%+7.6% vs index
Why this score
JM ELSS Tax Saver scores 66/100 — #12 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 88% of peers on 3y return. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return17.03% · 88th percentile in category
5Y return15.02% · 87th percentile in category
Volatility17.00 · 15th percentile in category
Sharpe ratio0.72 · 77th percentile in category
Expense ratio1.29% · 20th percentile in category
Sortino ratio0.88 · 83rd percentile in category
Top holdings
1.HDFC Bank Ltd3.03%
2.Syrma SGS Technology Ltd2.95%
3.Reliance Industries Ltd2.88%
4.ICICI Bank Ltd2.87%
5.Karur Vysya Bank Ltd2.81%
55 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.