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  • NJ ELSS Tax Saver Scheme (Growth)
NJ Mutual Fund

NJ ELSS Tax Saver Scheme (Growth)

EquityTax Saving

14.43

NAV (Jun 21)

43.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.43

NAV (Jun 21)

Fund Returns

Last 1Y
44.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
43.4%
6 Month CAGR
14.3%

Scheme Information

Investment Objective

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
2.32
Launched (1y ago)
Jun 19, 2023
AUM in Crores
197.308
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

Viral Shah

Fund Manager

Dhaval Patel

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
NJ ELSS Tax Saver Scheme (Growth)70%24,74,226 17,41,61444.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-21

Top Stock Holdings

hindustan aeronautics ltd ordinary shares

8.2%
8.2%

bharat electronics ltd

6.8%
6.8%

nippon life india asset management ltd ordinary shares

5.8%
5.8%

bajaj auto ltd

5.7%
5.7%

power grid corp of india ltd

5%
5%
See all holdings

Allocation by Sector

technology

28.3%
28.3%

financial services

17.5%
17.5%

industrials

15.1%
15.1%

consumer defensive

14.3%
14.3%

utilities

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

NJ Asset Management Private Limited

NJ Asset Management Private Limited manages assets worth 5,903 crores and was set up on null. It's current offering of mutual fund schemes includes 1 debt and 2 hybrid funds.amc-img
phone-img91 6357222000
Fund NameScripbox Opinion
Till Date CAGR

-

43.6%

-

6.7%

-

11.7%

-

3.6%

-

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 43.6% over a period of 1 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 6/21/2024 is ₹14.43 with the total AUM as of 6/24/2024 is ₹197.308. 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 44.3% 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)?

NJ ELSS Tax Saver Scheme (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.32% for regular plan.