JM ELSS Tax Saver Fund
Direct · Growth ₹55.75
12 Jun 2026
NAV
18.0%
3Y CAGR
17.4%
5Y CAGR
17.7%
10Y CAGR
17.8%
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.
8.10
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 | ₹12.89 L | 21.5% | -55.1% | 100.2% |
| 3 Years | ₹36.00 L | ₹46.71 L | 17.8% | -18.7% | 39.2% |
| 5 Years | ₹60.00 L | ₹92.98 L | 17.4% | -5.1% | 32.5% |
| 7 Years | ₹84.00 L | ₹1.54 Cr | 17.4% | 2.2% | 26.6% |
| 10 Years | ₹1.20 Cr | ₹3.07 Cr | 18.0% | 14.3% | 22.4% |
| 12 Years | ₹1.44 Cr | ₹4.50 Cr | 17.6% | 14.4% | 20.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.5% | 14.5% | 17.1% | +7.0% |
| 3 Years | 17.8% | 11.2% | 15.1% | +6.6% |
| 5 Years | 17.4% | 10.4% | 16.4% | +7.0% |
| 7 Years | 17.4% | 10.6% | 15.7% | +6.8% |
| 10 Years | 18.0% | 11.5% | 16.1% | +6.5% |
| 12 Years | 17.6% | 11.4% | 15.6% | +6.2% |