Compare funds
| JM ELSS - Tax Saver Fund - Direct Plan - Growth Option | |
|---|---|
| category | ELSS |
| benchmark | BSE 500 |
| history from | 2013-01-02 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 5 / 4 / 4 |
| return 1Y | 5.72% |
| return 3Y | 16.29% |
| return 5Y | 12.51% |
| return 10Y | 16.44% |
| vs benchmark 1Y | 5.29% |
| vs benchmark 3Y | 5.14% |
| vs benchmark 5Y | - |
| 3y volatility | 17.13% |
| 3y worst fall | -20.85% |
| 3y Sharpe | 0.59 |
| 3y Sortino | 0.93 |
| 3y alpha | 5.72% |
| 3y beta | 1.04 |
| 3y information ratio | 1.02 |
| 3y up / down capture | 124 / 95 |
| 3y risk-adj. rank in category | 6th of 36 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.