JM ELSS Tax Saver Fund
Direct · Growth ₹54.05
20 Apr 2026
NAV
18.0%
3Y CAGR
17.5%
5Y CAGR
17.7%
10Y CAGR
17.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.00
Sharpe
-37.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.91 L | 21.8% | -55.1% | 100.2% |
| 3 Years | ₹36.00 L | ₹46.79 L | 17.9% | -18.7% | 39.2% |
| 5 Years | ₹60.00 L | ₹93.31 L | 17.5% | -5.1% | 32.5% |
| 10 Years | ₹1.20 Cr | ₹3.08 Cr | 18.1% | 14.3% | 22.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 21.8% | 2.1% | +19.7% |
| 3 Years | 17.9% | 11.2% | +6.7% |
| 5 Years | 17.5% | 11.1% | +6.4% |
| 10 Years | 18.1% | 11.9% | +6.2% |