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NJ ELSS Tax Saver Scheme Regular Growth

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Category: Equity: ELSS
Launch Date: 16-06-2023
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.32% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 270.87 Cr As on (30-05-2025)
Turn over: 39
NAV as on 02-07-2025

14.8

0.03 (0.2027%)

CAGR Since Inception

21.09%

NIFTY 500 TRI 12.6%

PERFORMANCE of NJ ELSS Tax Saver Scheme Regular Growth

Scheme Performance (%) Data as on - 02-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
NJ ELSS Tax Saver Scheme Regular Growth -0.07 - - - 21.09
NIFTY 500 TRI 4.81 21.81 23.44 14.19 12.6
Equity: ELSS 3.46 21.9 22.88 13.67 15.27

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Viral Shah, Mr. Dhaval Patel

Investment Objective

NJ ELSS Tax Saver Scheme is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit 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.

RETURNS CALCULATOR for NJ ELSS Tax Saver Scheme Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of NJ ELSS Tax Saver Scheme Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
NJ ELSS Tax Saver Scheme Regular Growth
Equity: ELSS - - - - - -

PEER COMPARISION of NJ ELSS Tax Saver Scheme Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 02-07-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
NJ ELSS Tax Saver Scheme Regular Growth 16-06-2023 -0.07 20.72 0.0 0.0 0.0
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.1 22.25 22.64 25.34 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.69 26.4 24.38 24.09 13.53
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 10.72 25.87 0.0 0.0 0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.88 31.45 31.95 27.57 16.88
HDFC ELSS Tax saver - Growth Plan 05-03-1996 8.43 25.98 26.67 26.89 13.68
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 8.28 19.79 20.45 22.58 13.38
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 7.5 20.75 22.19 21.26 13.07
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 6.72 20.66 20.82 23.67 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 6.63 25.35 24.46 25.47 15.82

PORTFOLIO ANALYSIS of NJ ELSS Tax Saver Scheme Regular Growth

Asset Allocation (%)