BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH
Fund House: Bajaj Finserv Mutual Fund| Category: Equity: ELSS |
| Launch Date: 29-01-2025 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 2.25% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 44 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - |
10.856
-0.02 (-0.1658%)
8.25%
Benchmark: 12.45%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH | 29-01-2025 | - | - | - | - | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.65 | 29.06 | 19.27 | 27.75 | 15.89 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 15.38 | 29.11 | - | - | - |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 15.0 | 28.03 | 17.62 | 25.0 | 13.18 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 14.99 | 22.86 | 15.46 | 21.22 | 11.58 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 14.81 | 29.65 | 22.5 | 28.86 | 13.33 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 14.32 | 23.21 | 18.1 | 28.53 | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 11.8 | 26.92 | 17.57 | 24.36 | 13.29 |
| ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 11.06 | 23.98 | 15.69 | 24.98 | 13.0 |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 11.01 | 24.98 | 17.95 | 25.3 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.16%
Others
11.86%
Large Cap
65.75%
Mid Cap
10.23%
