Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the ELSS median (51 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2013 – 20 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
| Date | JM ELSS Tax Saver Fund |
|---|---|
| 02 Jan 2013 | ₹100.00 |
| 21 Feb 2014 | ₹98.25 |
| 12 Apr 2015 | ₹170.36 |
| 31 May 2016 | ₹163.18 |
| 19 Jul 2017 | ₹224.41 |
| 07 Sep 2018 | ₹253.34 |
| 27 Oct 2019 | ₹271.81 |
| 15 Dec 2020 | ₹318.90 |
| 03 Feb 2022 | ₹439.26 |
| 25 Mar 2023 | ₹422.67 |
| 12 May 2024 | ₹662.17 |
| 01 Jul 2025 | ₹775.80 |
| 20 Aug 2026 | ₹849.19 |
| Metric | JM Financial · Direct NAV ₹61.32 Very High risk ★★★☆☆ | Category median ELSS · 51 funds |
|---|---|---|
| +10.21% | +3.05% | |
| +18.31% | +14.46% | |
| +16.34% | +13.60% | |
| +16.57% | +13.74% | |
| +16.99% | +14.97% | |
| +16.53% | — | |
| +17.92% | +16.84% | |
| +17.37% | +17.15% | |
| +17.60% | +15.41% | |
| Risk | ||
| 16.12% | 14.19% | |
| 0.73 | 0.52 | |
| 0.99 | 0.70 | |
| -37.39% | -35.94% | |
| Nifty 500 | — | |
| +5.09% | +1.57% | |
| 1.04 | 0.97 | |
| 119.9% | 102.3% | |
| 99.4% | 93.6% | |
| 1.34% | 1.06% | |
| ₹220.95Cr | ₹765.87Cr | |
| None | — | |
| 3 years | — | |
| ₹500 | — | |
| ₹500 | — | |
| 26% | 34% | |
| Ruchi Fozdar | — | |
| 02 Jan 2013 | — | |
| 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.