NJ ELSS Tax Saver Scheme Regular Growth
Fund House: NJ Mutual Fund| Category: Equity: ELSS |
| Launch Date: 16-06-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.31% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 227.21 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 39% | Exit Load: NIL subject to lock-in period of 3 years. The above Investment in NJ ELSS Tax Saver Scheme, is eligible for applicable tax benefits under section 80C of Income Tax Act 1961. |
13.32
-0.01 (-0.0751%)
17.39%
Benchmark: 12.34%
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 income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
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(%) |
|---|---|---|---|---|---|---|
| NJ ELSS Tax Saver Scheme Regular Growth | 16-06-2023 | 0.38 | - | - | - | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.63 | 29.5 | 18.49 | 28.92 | 15.33 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 14.72 | 24.3 | 14.83 | 21.39 | 11.0 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 14.4 | 30.14 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 14.1 | 24.52 | 17.57 | 29.16 | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 13.26 | 27.22 | 16.17 | 25.74 | 12.83 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 12.5 | 29.39 | 21.82 | 30.06 | 12.83 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 12.23 | 27.34 | 15.71 | 24.86 | 12.37 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 10.6 | 32.47 | 23.02 | 27.32 | 15.74 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 10.48 | 27.86 | 17.33 | 26.99 | 14.59 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.53%
Others
0.5%
Large Cap
15.69%
Mid Cap
58.3%
