NJ ELSS Tax Saver Scheme Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)197.31
- CAGR 48.77%
- Exit Load0.00%
- Expense ratio2.32%
- CategoryEquity
- Min Investment500
- Min SIP500
- Launch Date2023-06-19
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Hindustan Aeronautics
- 16.25
- 8.23%
- Bharat Electronics
- 13.49
- 6.83%
- Nippon Life
- 11.50
- 5.83%
- Bajaj Auto
- 11.32
- 5.73%
- Power Grid Corporation Of India
- 9.78
- 4.96%
- HDFC Asset Management Company
- 9.25
- 4.68%
- Colgate Palmolive India
- 8.35
- 4.23%
- Mahanagar Gas
- 7.95
- 4.03%
- ICICI Securities
- 7.25
- 3.67%
- Britannia Industries
- 7.20
- 3.65%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
The investment objective of the Scheme is to generate income and longterm capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
The NJ ELSS Tax Saver Scheme Regular Growth has an AUM of 197.31 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.32%. The minimum investment in NJ ELSS Tax Saver Scheme Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are - & - respectively.
The top holdings of the fund include Hindustan Aeronautics, Bharat Electronics, Nippon Life & Bajaj Auto.
The major sectors where the fund is invested are Software & Programming, Aerospace & Defense, Investment Services & Personal & Household Prods..
Some of the similar funds are SBI Long Term Advantage Fund Series IV Regular Plan Growth, JM Tax Gain Fund - Growth, HSBC Tax Saver Equity Fund Growth, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, NJ ELSS Tax Saver Scheme Regular Growth. NJ ELSS Tax Saver Scheme Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
