NJ ELSS Tax Saver Scheme - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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.)
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 8.79 15.65 18.72 1.53 34,949.86
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 8.46 27.72 30.30 1.59 28,506.07
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 9.61 18.05 26.72 1.57 24,774.08
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 13.72 22.31 28.12 1.64 16,637.95
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 13.32 25.08 29.70 1.66 16,232.40

Fund Holdings as on 30-April-2025

  • Dr. Lal Path Labs Limited

  • Coromandel International Limited

  • Marico Limited

  • HDFC Asset Management Company Limited

  • Metropolis Healthcare Limited

  • Indian Energy Exchange Limited

  • Polycab India Limited

  • Petronet LNG Limited

  • Page Industries Limited

  • Pidilite Industries Limited

  • Alkem Laboratories Limited

  • Havells India Limited

  • Ajanta Pharma Limited

  • SRF Limited

  • V-Guard Industries Limited

  • Gillette India Limited

  • SBI Cards and Payment Services Limited

  • Mphasis Limited

  • Abbott India Limited

  • Mahanagar Gas Limited

  • Bayer Cropscience Limited

  • IPCA Laboratories Limited

  • Indraprastha Gas Limited

  • Muthoot Finance Limited

  • Coforge Limited

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Chemicals

  • Electric Equipment

  • Gas Transmission/Marketing

  • Finance - NBFC

  • IT - Software

  • Fertilizers

  • Finance - Asset Management

  • Consumer Food

  • Power Generation/Distribution

  • Cable

  • Industrial Gases & Fuels

  • Textile

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • 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 ₹257.30 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 up ₹0.14(1%)yesterday to ₹14.15.

Among its top 3 holdings the fund has exposure to Dr. Lal Path Labs 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