MF
MFGenie.ai
ELSS Tax Saverregulargrowth📊 NIFTY 500 TRI(SEBI default)

BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Bajaj Finserv Mutual Fund

#12 of 39 (1Y)

₹11.1710

0.13 (-1.12%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.1710

0.13 (-1.12%)

29 May 2026

AMFI: 153202

Direct · Growth

₹₹11.4350

0.13 (-1.11%)

29 May 2026

AMFI: 153201

Regular · IDCW

₹₹11.1710

0.13 (-1.12%)

29 May 2026

AMFI: 153200

Direct · IDCW

₹₹11.4350

0.13 (-1.11%)

29 May 2026

AMFI: 153203

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.18%
1 Month+0.57%
3 Months-0.98%
6 Months-3.17%
1 Year+1.30%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2025)+8.88%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.45%
3 Year SIP
5 Year SIP
Since Inception (Jan 2025)+4.54%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹8,000

Invested

₹8,218

Value today

3.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,117

Value today

8.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,35,531

Value today

-5.2%

vs lumpsum

Direct lumpsum would have beaten STP by 5.2% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹8,218

Benchmark

₹8,106

+₹112 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,618

Regular plan

₹6,553

Direct earns ₹65 more on a ₹6K investment1.08% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹74.2 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date29 Jan 2025
AMFI Code153202

Risk Metrics

Trailing 1 year, annualised

0.25

Sharpe Ratio

+0.06

Alpha

0.39

Beta

0.25

Sortino

13.30%

Std Dev

-14.08%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH is a ELSS Tax Saver mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹74.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations