- Mutual Funds
- NJ Mutual Fund
- NJ ELSS Tax Saver Scheme (G)
NJ ELSS Tax Saver Scheme (G)
₹ 15.99
NAV (Sep 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.99
NAV (Sep 18)
Fund Returns
Last 1Y | 43.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 46.7% |
6 Month CAGR | 22.2% |
Scheme Information
The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Expense Ratio | 2.32 |
Launched (0y ago) | 2.32 |
AUM in Crores | 246.3 |
ISIN | INF0J8L01099 |
Lock-in | 1095 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| NJ ELSS Tax Saver Scheme (G) | 24,21,850 | 16,89,238 | 43.6% | |
| 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
Hindustan Aeronautics Ltd.
7.1%Bharat Electronics Ltd.
6.3%Nippon Life India Asset Management Ltd.
5.5%Bajaj Auto Ltd.
5.3%Mahanagar Gas Ltd.
5%Allocation by Sector
Technology
30.22%Consumer Staples
14.65%Capital Goods
13.4%Financial
13.2%Energy
9.86%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 5,088 cr | ||
₹ 24,644 cr |
About the AMC
NJ Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.374% | ||
- | 46.688% | ||
- | 6.561% | ||
- | 13.84% | ||
- | 56.674% |
NJ ELSS Tax Saver Scheme (G) Review
NJ ELSS Tax Saver Scheme (G) is a Hybrid Hybrid fund and has delivered an annualised return of 46.688% over a period of 1 years. The fund is managed by NJ Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of NJ ELSS Tax Saver Scheme (G) as of 9/18/2024 is ₹15.99 with the total AUM as of 9/19/2024 is ₹246.267564. 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 2023-06-16. The category risk of the fund is null.
The minimum SIP amount for NJ ELSS Tax Saver Scheme (G) is ₹1000 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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.
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 ₹1000. 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 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.