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JP Morgan India Tax Advantage Fund (G)

PLAN: Regular OPTIONS: Growth
29.490 0.03 (0.11%)

NAV as on 20 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : JPMorgan Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 20 Nov, 2014)

Period Returns (%) Rank #
1 mth 8.8 32
3 mth 10.8 42
6 mth 22.6 60
1 year 53.1 51
2 year 25.8 38
3 year 21.9 37
5 year 13.6 23

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.4 18.5 4.9 - -
2013 -7.1 1.2 -2.5 10.5 3.2
2012 12.6 -0.1 7.6 3.4 25.9
2011 -6.4 -0.4 -9.5 -6.9 -22.6
2010 2.9 4.0 14.2 0.6 25.1
2009 0.2 28.8 16.7 4.7 58.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.8 10.8 22.6 53.1 25.8 21.9 13.6
Category avg 7.7 10.6 24.9 53.9 15.6 13.0 6.9
Difference of Fund returns and Category returns 1.1 0.2 -2.3 -0.8 10.2 8.9 6.7
Best of category 11.3 20.3 45.4 103.2 41.3 37.0 23.1
Worst of category 3.5 1.8 12.2 19.9 12.1 12.9 3.8
Benchmark returns # 7.2 7.4 16.7 41.2 23.4 21.2 10.3
Difference of Fund returns and Benchmark returns 1.6 3.4 5.9 11.9 2.4 0.7 3.3
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 16, 2008
Benchmark S&P BSE 200
Asset Size (Rs cr) 7.19 (Sep-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Harshad Patwardhan / Karan Sikka
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office J.P. Morgan Tower, Off C.S.T. Road, Kalina, Santacruz (E), Mumbai , 400 098
Tel. No. 022-61573000
Fax No. 91 22 66393095
Email india.investors@jpmorgan.com
Website http://www.jpmorganmf.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 9.3 26.1 58.1 -- --
SBI Magnum Tax Gain (G) Rank 3
4,777.58 9.2 25.8 57.3 27.1 14.1
HDFC Tax Saver (G) Rank 4
4,525.59 8.4 22.2 66.2 26.0 15.8
HDFC Tax Saver - Direct (G) Not Ranked
95.72 8.5 22.5 67.1 -- --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
37.93 17.1 38.0 103.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 96.25
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.75

View All

Sector (%)
Top 3 N.A.

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