- Mutual Funds
- Bajaj Finserv Mutual Fund
- Bajaj Finserv ELSS Tax Saver Fund (G)
Bajaj Finserv ELSS Tax Saver Fund (G)
₹ 10.41
NAV (Apr 03)
View Less
Bajaj Finserv ELSS Tax Saver Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment75,031
Wealth Gained8,07,643
Total Corpus Created (₹)
With CAGR of 4.08 % in 5 yearsHistorical NAV
₹ 10.408
NAV (Apr 3)
Fund Returns
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 4.1% |
6 Month CAGR | - |
Scheme Information
The scheme seeks 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.
Expense Ratio | 2.25 % |
Launched <1Y | 2025-01-29 |
AUM in Crores | 33.2 |
ISIN | INF0QA701AI4 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bajaj Finserv ELSS Tax Saver Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Allocation by Sector
Financial
13.53%Healthcare
12.51%Materials
7.57%Energy
7.34%Consumer Staples
7.16%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 21,526 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr | ||
₹ 46,114 cr |
About the AMC
Bajaj Finserv Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.1% | ||
- | 7.5% | ||
- | 6.8% | ||
- | 6.7% | ||
- | 5% |
Bajaj Finserv ELSS Tax Saver Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment75,031
Wealth Gained8,07,643
Total Corpus Created (₹)
With CAGR of 4.08 % in 5 yearsBajaj Finserv ELSS Tax Saver Fund (G) Review
Bajaj Finserv ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 4.08%. The fund is managed by Bajaj Finserv Mutual Fund. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta.
Nav of Bajaj Finserv ELSS Tax Saver Fund (G) as of 4/3/2025 is ₹10.41 with the total AUM as of 4/5/2025 is ₹33.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv ELSS Tax Saver Fund (G) was launched on 2025-01-29. The category risk of the fund is Very High.
The minimum SIP amount for Bajaj Finserv ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
Bajaj Finserv ELSS Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bajaj Finserv ELSS Tax Saver Fund (G).
Frequently Asked Questions
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