|Min SIP Amount||₹500|
|NAV||₹25.22 (15 Jun 2021)|
|Fund Started||31 Mar 2008|
|Fund Size||₹56 Cr|
|HDFC Bank Ltd.||Financial||Equity||7.2%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||4.1%|
|Axis Bank Ltd.||Financial||Equity||3.8%|
|Larsen & Toubro Ltd.||Construction||Equity||3.6%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.6%|
|Bajaj Finance Ltd.||Financial||Equity||3.5%|
|Ashok Leyland Ltd.||Automobile||Equity||3.3%|
|State Bank of India||Financial||Equity||3.2%|
|Bharti Airtel Ltd.||Communication||Equity||2.9%|
JM Tax Gain Fund IDCW is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 31 Mar 2008. Sanjay Kumar Chhabaria, Chaitanya Choksi is the Current Fund Manager of JM Tax Gain Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹56 Cr and the Latest NAV as of 15 Jun 2021 is ₹25.22.
The JM Tax Gain Fund IDCW is rated Very 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%.