Bajaj Finserv ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Bajaj Finserv ELSS Tax Saver Growth Direct Plan

NAV
₹11.2190
+0.45%
(20 Aug)
AUM
61 Cr
TER
0.49%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.6%
+0.6%
+0.1%
-0.8%
-1.3%
NA
3Y
+22.8%
+25.9%
+17.1%
+24.9%
+22.5%
NA
5Y
+25.5%
+27.1%
+21.0%
+25.7%
+21.5%
NA
ALL
+15.6%
+18.2%
+13.4%
+16.6%
+18.6%
+12.2%
VOL
16.3%
17.7%
-
15.4%
18.3%
11.4%
TER
1.1%
0.6%
-
0.9%
0.5%
0.5%
AUM
₹16,579 Cr
₹4,402 Cr
-
₹30,271 Cr
₹420 Cr
₹61 Cr
INFO
0.96
1.03
-
1.08
1.02
1.07
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
HDFC Bank Ltd
6.0%
Reliance Industries Ltd
4.0%
Infosys Ltd
3.9%
Net Receivables / (Payables)
3.3%
ICICI Bank Ltd
3.2%
UltraTech Cement Ltd
2.7%
Bharat Electronics Ltd
2.5%
State Bank of India
2.4%
Mahindra & Mahindra Ltd
2.4%
Indus Towers Ltd Ordinary Shares
2.1%
Top industry exposure
Financial Services
24.9%
Industrials
15.4%
Consumer Cyclical
12.0%
Basic Materials
11.9%
Healthcare
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
3Y
Exit load
No exit load
Fund objective
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Nimesh Chandan
Siddharth Chaudhary
Sorbh Gupta

FAQs