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NRI
  • Mutual Fund
  • Bajaj Finserv ELSS Tax Saver Fund - Regular (IDCW)

Feb 14, 2025

Category

ELSS

AUM (Cr.)

29.51

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Nimesh Chandan

Inception Date

Jan 29, 2025

Risk Level

Very High

Investment Objective

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. However, there is no assurance that the investment objective of the Scheme will be achieved

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Bajaj Finserv ELSS Tax Saver Fund - Regular (IDCW) 0 0 0 0 0 0.39
Benchmark - S&P BSE 500 TRI -1.41 -7.89 6.4 13.06 17.16 0
Category Average - BEST ELSS/TAX SAVER FUNDS -5.22 -8.99 5.41 14.65 17.59 14.57
Category Rank 1/1 1/1 1/1 1/1 1/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram LT Tax Advantage Fund - Sr.I (IDCW) 24.3480 0.01 7.17 14.26 16.57 19.18 1.44 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.I (G) 30.8056 0.01 7.17 14.26 16.58 19.18 1.44 500.00 invest
Parag Parikh ELSS Tax Saver Fund (G) 29.3825 -0.46 10.70 16.89 21.64 4,572.13 0.00 500.00 invest
Sundaram LT Tax Advantage Fund - Sr.II (G) 32.6163 -0.56 3.91 13.13 15.78 12.33 1.38 500.00 invest
DSP ELSS Tax Saver Fund (IDCW) 22.5430 -3.77 8.76 15.89 18.20 15,985.06 0.00 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

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SCHEME DETAILS

AMC Name : Bajaj Finserv Mutual Fund
Fund Name : Bajaj Finserv ELSS Tax Saver Fund - Regular (IDCW)
Contact Persone : Nimesh Chandan
Registered Address : S. No. 208-1B, Off Pune AhmednagarRoad, Lohagaon, Viman Nagar,Pune 411014
Telephone No : 020-67672500
Fax No. : 020-67672550
Email : service:bajajamc.com
Website : WWW.bajajamc.com