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SCHEME OVERVIEW

Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth

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Category: Equity: ELSS
Launch Date: 29-01-2025
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 2.9% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 87.4 Cr As on (30-06-2026)
Turn over: 1.42
NAV as on 20-07-2026

11.601

0 (0.0259%)

CAGR Since Inception

10.51%

BSE 500 TRI 12.16%

PERFORMANCE of Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth

Scheme Performance (%) Data as on - 20-07-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth 2.6 - - - 10.51
Benchmark - - - - -
Equity: ELSS -0.09 12.0 12.08 13.43 13.66

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Nimesh Chandan, Mr. Sorbh Gupta, Mr. Siddharth Chaudhary

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.

RETURNS CALCULATOR for Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth - - - - - -
Equity: ELSS - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth 29-01-2025 2.6 0.0 0.0 0.0 0.0
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 11.9 1.05 16.04 15.3 19.43
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 4.89 7.54 20.48 17.29 16.3
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option 30-12-2008 4.81 3.54 12.76 12.33 12.2
Tata ELSS Fund-Growth-Regular Plan 13-10-2014 4.72 4.13 12.5 13.38 13.39
Baroda BNP Paribas ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 4.18 4.33 14.73 12.42 12.37
JM ELSS Tax Saver Fund (Regular) - Growth Option 31-03-2008 3.51 2.1 14.88 14.58 15.36
HSBC ELSS Tax Saver Fund - Regular Growth 01-01-2013 3.09 4.59 15.84 13.7 13.08
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 2.47 2.92 11.78 9.08 10.45
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 2.19 3.62 12.8 12.23 16.21

Asset Allocation (%)

PORTFOLIO ANALYSIS of Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)