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NJ ELSS Tax Saver Scheme
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.54 | 15.17 | 1.32 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 15.10 | 1.53 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Peers & Comparison
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| NJ ELSS Tax Saver Scheme | 25.09% | — | 30.47% |
| Axis ELSS Tax Saver Fund | 25.72% | 8.31% | 17.73% |
| SBI Long Term Equity Fund | 41.95% | 24.44% | 17.41% |
| Mirae Asset ELSS Tax Saver Fund | 28.37% | 15.21% | 20.30% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Gillette India Ltd3M change : 4.96 %
Holdings
4.96 %
4.96 % - IPCA Laboratories Ltd3M change : 4.52 %
Holdings
4.52 %
4.52 % - Abbott India Ltd3M change : 0.85 %
Holdings
4.24 %
0.85 %
AMC Profile
NJ Asset Management Private Limited has a strong lineage, as a part of the NJ Group. NJ India Invest Private Limited(NJ), the flagship company of the group, was started in 1994 to cater to the growing needs in the financial services industry. NJ today is one of the leading distributors of investment products and providers of financial services in India. NJ is amongst the largest distributors of mutual funds in India and has over Rs. 1,19,190 * of mutual fund assets under management. NJ also has one of the largest network of financial products distributors in India, numbering over 23,377 * engaged in distribution of financial products.
No.of Schemes
5
Total AUM
₹ 6,715.97 Cr.
Fund Manager Profile
Viral Shah
AUM: ₹6,364.35 Cr.
|
Exp: 9yrs
Dhaval Patel
AUM: ₹6,715.97 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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(unrealised)
Opinions and Fund Reviews
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Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%