Skip to content
WealthTicker

Compare

NAVs as of 20 Aug 2026

JM ELSS Tax Saver FundRegular · IDCW1 of 4 funds

Add a second fund to compare. Until then every figure below is shown against the ELSS median (66 funds), which is the only comparison one fund can support.

Growth of ₹100 (rebased over the selected window)

Common period 23 Apr 200820 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty 500 history starts 25 Jul 2016, so that benchmark is not plotted over this window — pick a shorter range to see it.

View as table
Growth of ₹100, sampled across the common period
DateJM ELSS Tax Saver Fund
23 Apr 2008₹100.00
02 Nov 2009₹62.61
14 May 2011₹64.34
21 Nov 2012₹64.19
02 Jun 2014₹89.16
12 Dec 2015₹103.71
22 Jun 2017₹143.70
31 Dec 2018₹154.11
11 Jul 2020₹155.83
20 Jan 2022₹284.94
01 Aug 2023₹320.22
08 Feb 2025₹447.56
20 Aug 2026₹508.99
JM ELSS Tax Saver Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the ELSS median.
Metric
JM Financial · Regular · IDCW
NAV ₹52.92
Very High risk
★★★★☆
Category median
ELSS · 66 funds
+8.74%+1.19%
+16.85%+8.64%
+15.05%+7.82%
+15.38%+9.60%
+9.29%+8.99%
+15.11%
+13.95%+10.48%
+14.44%+10.98%
+14.15%+8.21%
Risk
16.11%14.15%
0.640.21
0.860.29
-68.99%-39.29%
Nifty 500
+3.84%-2.44%
1.040.95
116.5%85.5%
102.2%95.8%
2.68%2.37%
₹220.95Cr₹694.87Cr
None
3 years
₹500
₹500
26%34%
Ruchi Fozdar
23 Apr 2008
54
27.8%
2.5%

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.