Best Bajaj FinServ Mutual Fund to Invest in 2025

Bajaj Finserv ELSS Tax Saver Fund (G)

₹ 10.62

NAV (May 09)

6.17%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

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
49.4
ISIN
INF0QA701AI4
Lock-in (days)
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-26

Top Stock Holdings

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Allocation by Sector

Financial

13.53%
13.53%

Healthcare

12.51%
12.51%

Materials

7.57%
7.57%

Energy

7.34%
7.34%

Consumer Staples

7.16%
7.16%
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comparison

Comparison with Equity Funds

Bajaj 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 6.17%. 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 5/9/2025 is ₹10.62 with the total AUM as of 5/11/2025 is ₹49.4. 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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