Bajaj Finserv ELSS Tax Saver Fund · Regular · Growth
NAV
₹11.5620
as of 31 Jul 2026
Expense Ratio
2.35%
AUM
₹82 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.16%
SIP returns (XIRR)
- 1Y
- +6.50%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.68%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.33
Sharpe Ratio
+0.07
Alpha
0.28
Beta
0.33
Sortino
13.36%
Std Dev
-14.08%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
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 ₹82.2 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