|Min SIP Amount||₹500|
|NAV||₹21.86 (02 Dec 2020)|
|Fund Started||01 Jan 2013|
|Fund Size||₹40 Cr|
|HDFC Bank Ltd.||Financial||Equity||8.6%|
|Reliance Industries Ltd.||Energy||Equity||5.1%|
|Bajaj Finance Ltd.||Financial||Equity||4.1%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.3%|
|Ashok Leyland Ltd.||Automobile||Equity||3.2%|
|Titan Company Ltd.||Cons Durable||Equity||3.2%|
|Bharti Airtel Ltd.||Communication||Equity||3.1%|
|Maruti Suzuki India Ltd.||Automobile||Equity||3.1%|
|Asian Paints Ltd.||Chemicals||Equity||3.1%|
JM Tax Gain Direct Plan Dividend is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sanjay Kumar Chhabaria, Chaitanya Choksi is the Current Fund Manager of JM Tax Gain Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹40 Cr and the Latest NAV as of 02 Dec 2020 is ₹21.86.
The JM Tax Gain Direct Plan Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
The scheme aims at achieving long term growth of capital along with income tax relief for investment. At least 80% of the funds will be invested in equity instruments.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.