ELSS Tax Saverregulargrowth
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.11%
1 Month-10.96%
3 Months-12.14%
6 Months-9.00%
1 Year-4.97%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Feb 2025)-0.68%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.68%
3 Year SIP—
5 Year SIP—
Since Inception (Feb 2025)-13.77%
Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹76.0 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Feb 2025
AMFI Code153202
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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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 ₹76.0 Cr, reflecting investor confidence in the fund's strategy. 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