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JM ELSS Tax Saver Fund (0P0000AEKI.BO)

BSE - BSE Delayed price. Currency in INR
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48.36+0.05 (+0.11%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.63%
5-year average return22.49%
Number of years up12
Number of years down3
Best 1-yr total return (28 Jun 2024)65.46%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return65.46%
Worst 3-yr total return-1.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000AEKI.BOCategory
YTD17.07%0.00%
1-month1.32%0.00%
3-month9.50%0.00%
1-year45.06%0.00%
3-year21.78%0.00%
5-year20.37%0.00%
10-year17.30%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000AEKI.BOCategory
2024
N/AN/A
2023
30.91%N/A
2022
0.54%N/A
2021
32.16%N/A
2020
18.27%N/A
2019
14.94%N/A
2018
-4.57%N/A
2017
42.59%N/A
2016
5.20%N/A
2015
-0.63%N/A
2014
54.86%N/A
2013
2.75%N/A
2012
34.59%N/A
2011
-30.96%N/A
2010
5.16%N/A
2009
65.46%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.69%N/AN/AN/A
2023-3.40%16.21%5.16%10.90%
2022-2.12%-11.81%11.81%4.17%
20216.65%7.84%14.71%0.17%
2020-27.49%17.36%9.62%26.79%
20196.12%3.16%2.38%2.56%
2018-5.31%1.42%-3.52%3.00%
201719.06%4.46%7.19%6.96%
2016-4.56%8.64%11.19%-8.76%
20153.77%2.44%-6.92%0.44%
20148.66%23.57%6.45%8.34%
2013-10.96%6.20%-6.00%15.60%
201219.45%-6.43%12.92%6.65%
2011-7.34%-3.46%-13.81%-10.45%
2010-2.39%3.75%8.23%-4.05%
2009-8.53%50.78%9.77%9.29%
2008-23.08%-7.19%-38.66%N/A

Rank in category (by total return)

YTD13
1-month39
3-month12
1-year16
3-year17
5-year18

Load adjusted returns

1-year45.06%
3-year21.78%
5-year20.37%
10-year17.30%