70
ELSS (Tax Saver)Buy
JM ELSS Tax Saver
JM · Direct–Growth · rank #8 of 38 by Smart Score
Data updated
Trailing returns
1 Year
7.2%
+9.3% vs index
3 Years
16.4%
+6.6% vs index
5 Years
14.4%
+4.9% vs index
Since launch
16.8%
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%+9.7% vs index
Why this score
JM ELSS Tax Saver scores 70/100 — #8 of 38 ELSS (Tax Saver) fund (Buy). It stands out for 3y return and 5y return — beating 93% 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 return16.44% · 93rd percentile in category
5Y return14.39% · 90th percentile in category
Sharpe ratio0.73 · 88th percentile in category
Volatility16.89 · 15th percentile in category
Sortino ratio0.83 · 93rd percentile in category
Expense ratio1.34% · 17th percentile in category
Top holdings
1.One 97 Communications Ltd3.28%
2.Syrma SGS Technology Ltd2.86%
3.ICICI Bank Ltd2.84%
4.HDFC Bank Ltd2.81%
5.Karur Vysya Bank Ltd2.79%
55 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.