FundLens
72
ELSS (Tax Saver)Buy

JM ELSS Tax Saver

JM · Direct–Growth · rank #5 / 38 Smart Score ke hisaab se

Data updated

JM ELSS Tax Saver ka score 72/100 hai — 38 mein #5 ELSS (Tax Saver) fund (Buy). Mazbooti: 3 saal ka return (category mein 96th percentile) aur 5 saal ka return (category mein 87th percentile). Kamzori: utaar-chadhaav (category mein 18th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
3.3%
+8.0% index ke muqable
3 saal
15.2%
+5.8% index ke muqable
5 saal
12.3%
+4.4% index ke muqable
Launch se
16.5%

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
2.7%

Risk metrics

Sharpe ratio
0.64
↑ jitna zyada, utna accha
Sortino ratio
0.72
↑ jitna zyada, utna accha
Std deviation
17.12
↓ jitna kam, utna accha
Alpha
5.24
↑ jitna zyada, utna accha
Beta
1.02
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.