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NJ Mutual Fund · Equity: ELSS
NJ ELSS Tax Saver Scheme Regular Growth
NJ ELSS Tax Saver Scheme is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit The investment objective of the Scheme is to generate income and long-term 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.
Benchmark · NIFTY 500 TRITER · 2.47%Inception · 16-06-2023
NAV
₹13.52
+0.81% · as of 14-05-2026
Since inception
10.87%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹3 Cr
AUM
Expense ratio
2.47%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.87% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-8.00%
MARICO LIMITED NEW EQ RE.15.93%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 15.54%
BAYER CROPSCIENCE LIMITED EQ FV RS. 10/-5.42%
HERO MOTOCORP LIMITED EQ FV RS 25.20%
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-4.92%
AKZO NOBEL INDIA LIMITED EQ4.83%
PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/-4.78%
MPHASIS LIMITED EQ4.34%
BOSCH LIMITED EQ NEW FV RS.10/-4.22%
Sector allocation
Financial Services24.29%
Healthcare20.94%
Fast Moving Consumer Goods11.47%
Chemicals10.34%
Automobile and Auto Components9.42%
Services8.00%
Consumer Durables4.83%
Textiles4.78%
Information Technology4.34%
Capital Goods1.04%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.9% p.a.₹10,000
10 years
Projected value
₹21,73,204
Invested: ₹12,00,000
Gained: ₹9,73,204
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Dhaval Patel and Mr. Viral Shah
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151609
ISIN (Growth)
INF0J8L01099
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: ELSS funds
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹54.31
1Y
+11.0%
3Y
+24.1%
5Y
+19.9%
Quant ELSS Tax Saver Gr
₹387.09
1Y
+10.2%
3Y
+18.0%
5Y
+16.4%
Edelweiss ELSS Tax Saver Reg Gr
₹111.53
1Y
+4.9%
3Y
+15.0%
5Y
+13.6%
BANK OF INDIA ELSS Tax Saver ECO Gr
₹175.34
1Y
+4.5%
3Y
+16.4%
5Y
+15.2%
Bank of India ELSS Tax Saver Reg Gr
₹161.75
1Y
+4.2%
3Y
+16.1%
5Y
+14.8%
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