NJ ELSS Tax Saver Scheme - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund 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 instruments.However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan Jan 01, 2013 7.96 22.83 26.76 1.01 15,291.63
ICICI Prudential ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 11.47 20.04 23.70 1.08 14,363.91
Quant ELSS Tax Saver Fund-Growth Option-Direct Plan Jan 07, 2013 -4.78 21.48 35.56 0.52 11,329.06
Canara Robeco ELSS Tax Saver - Direct Plan - Growth Option Jan 01, 2013 Unrated 9.80 20.56 24.89 0.53 8,859.43
Bandhan ELSS Tax Saver Fund-Direct Plan-Growth Jan 01, 2013 5.22 20.45 28.59 0.64 6,954.94

Fund Holdings as on 31-May-2025

  • HDFC Asset Management Company Limited

  • Gillette India Limited

  • Polycab India Limited

  • Bayer Cropscience Limited

  • Coromandel International Limited

  • Indian Energy Exchange Limited

  • Dr. Lal Path Labs Limited

  • Marico Limited

  • Pidilite Industries Limited

  • Page Industries Limited

  • Metropolis Healthcare Limited

  • V-Guard Industries Limited

  • Coforge Limited

  • Petronet LNG Limited

  • SBI Cards and Payment Services Limited

  • Alkem Laboratories Limited

  • Mphasis Limited

  • Indraprastha Gas Limited

  • Havells India Limited

  • Abbott India Limited

  • SRF Limited

  • Ajanta Pharma Limited

  • Mahanagar Gas Limited

  • IPCA Laboratories Limited

  • Muthoot Finance Limited

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • IT - Software

  • Chemicals

  • Electric Equipment

  • Finance - NBFC

  • Gas Transmission/Marketing

  • Finance - Asset Management

  • Household & Personal Products

  • Cable

  • Pesticides & Agrochemicals

  • Fertilizers

  • Power Generation/Distribution

  • Consumer Food

  • Textile

  • Industrial Gases & Fuels

  • Miscellaneous

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  • Cash

  • Equity

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About NJ ELSS Tax Saver Scheme

Scheme Analysis

NJ ELSS Tax Saver Scheme is a Equity - ELSS fund and belongs to NJ Mutual Fund. It was launched on 16-Jun-2023 and currently has an AUM of ₹270.86 crore. NJ ELSS Tax Saver Scheme is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of NJ ELSS Tax Saver Scheme ended down ₹-0.02(-0.13%)yesterday to ₹15.02.

Among its top 3 holdings the fund has exposure to HDFC Asset Management Company Limited, and

The NJ ELSS Tax Saver Scheme is managed by Dhaval Patel and Viral Shah.

Fund House Contact

Block No. 601, 3rd Floor, C Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna Surat - 394210

040-49763510