FundLens
65
ELSS (Tax Saver)Buy

JM ELSS Tax Saver

JM · Direct–Growth · rank #11 / 38 Smart Score ke hisaab se

Data updated

JM ELSS Tax Saver ka score 65/100 hai — 38 mein #11 ELSS (Tax Saver) fund (Buy). Mazbooti: 5 saal ka return (category mein 87th percentile) aur 3 saal ka return (category mein 82th percentile). Kamzori: utaar-chadhaav (category mein 17th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
3.7%
+4.8% index ke muqable
3 saal
16.4%
+4.8% index ke muqable
5 saal
15.5%
+3.8% index ke muqable
Launch se
16.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
33.1%
2022
1.5%
2023
32.2%
2024
30.6%
2025
3.8%
2026
0.9%

Risk metrics

Sharpe ratio
0.72
↑ jitna zyada, utna accha
Sortino ratio
0.82
↑ jitna zyada, utna accha
Std deviation
17.00
↓ jitna kam, utna accha
Alpha
2.69
↑ jitna zyada, utna accha
Beta
1.03
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.