BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - IDCW

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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 60.56 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: Entry load – Nil Exit load – Nil The Trustee / AMC reserves the right to change the load structure any time in the future if they so deem fit on a prospective basis. The investor is requested to check the prevailing load structure of the scheme before investing.

11.062

10.3%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnBAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR- IDCWBAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - IDCWNIFTY 500 TRIEquity: ELSSGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

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 - IDCW 29-01-2025 - - - - -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 8.87 24.45 20.32 22.91 13.4
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 6.69 22.86 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 5.77 20.06 19.62 22.94 -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 5.45 29.47 27.22 26.44 16.39

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

23.55%

Others

4.66%

Large Cap

57.9%

Mid Cap

13.89%

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