72
ELSS (Tax Saver)Buy
JM ELSS Tax Saver
JM · Direct–Growth · rank #5 of 38 by Smart Score
Data updated
Trailing returns
1 Year
3.3%
+8.0% vs index
3 Years
15.2%
+5.8% vs index
5 Years
12.3%
+4.4% vs index
Since launch
16.5%
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
+2.7%+8.7% vs index
Why this score
JM ELSS Tax Saver scores 72/100 — #5 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 96% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return15.18% · 96th percentile in category
5Y return12.30% · 87th percentile in category
Sharpe ratio0.64 · 93rd percentile in category
Alpha5.24 · 96th percentile in category
Sortino ratio0.72 · 93rd percentile in category
Volatility17.12 · 18th percentile in category
Top holdings
1.Syrma SGS Technology Ltd3.41%
2.One 97 Communications Ltd3.31%
3.HDFC Bank Ltd2.9%
4.Karur Vysya Bank Ltd2.69%
5.ICICI Bank Ltd2.67%
53 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.