- Mutual Funds
- NJ Mutual Fund
- NJ ELSS Tax Saver Scheme (Growth)
NJ ELSS Tax Saver Scheme (Growth)
₹ 13.26
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.26
NAV (Apr 18)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 32.3% |
6 Month CAGR | 19.5% |
Scheme Information
The investment objective of the Scheme is to generate income and longterm 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.
Expense Ratio | 2.33 |
Launched (1y ago) | Jun 19, 2023 |
AUM in Crores | 183.980 |
ISIN | INF0J8L01099 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ ELSS Tax Saver Scheme (Growth) | 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
bajaj auto ltd
5.8%hindustan aeronautics ltd ordinary shares
5.6%bharat electronics ltd
4.7%nippon life india asset management ltd ordinary shares
4.6%hdfc asset management co ltd
4.6%Allocation by Sector
technology
32.4%financial services
17.1%consumer defensive
13.8%industrials
10.2%utilities
8.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
NJ Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 32.3% | ||
- | 6.6% | ||
- | 10.4% | ||
- | 2.4% | ||
- | 6.4% |
NJ ELSS Tax Saver Scheme (G) Review
NJ ELSS Tax Saver Scheme (G) is a Tax Saving Equity fund and has delivered an annualised return of 32.3% over a period of 0 years. The fund is managed by NJ Asset Management Private Limited. The fund managers are Dhaval Patel, Viral Shah.
Nav of NJ ELSS Tax Saver Scheme (G) as of 4/18/2024 is ₹13.26 with the total AUM as of 4/19/2024 is ₹183.98. With Scripbox you can compare and check the latest nav for all mutual funds in India. NJ ELSS Tax Saver Scheme (G) was launched on Jun 19, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for NJ ELSS Tax Saver Scheme (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
NJ ELSS Tax Saver Scheme (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 Nifty 500 TR INR.
NJ ELSS Tax Saver Scheme (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with NJ ELSS Tax Saver Scheme (G).
Frequently Asked Questions
What is NJ ELSS Tax Saver Scheme (G)?
How to invest in NJ ELSS Tax Saver Scheme (G)?
You can invest in NJ ELSS Tax Saver Scheme (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of NJ ELSS Tax Saver Scheme (G)?
The minimum sip amount for NJ ELSS Tax Saver Scheme (G) is ₹0. You can invest in multiples of ₹5000.
Is NJ ELSS Tax Saver Scheme (G) good to invest in?
As per Scripbox experts, NJ ELSS Tax Saver Scheme (G) is a Not Reviewed Yet fund. You can investNJ ELSS Tax Saver Scheme (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the NJ ELSS Tax Saver Scheme (G)?
The expense ratio of the NJ ELSS Tax Saver Scheme (G) is 2.33% for regular plan.