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Bajaj Finserv Mutual Fund · Equity: ELSS
Bajaj FInserv ELSS Tax Saver Fund - Regular - Growth
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE 500 TRITER · 2.95%Inception · 29-01-2025
NAV
₹11.06
-0.37% · as of 14-10-2026
Since inception
5.97%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹88 Cr
AUM
Expense ratio
2.95%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +5.97% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.89%
RELIANCE INDUSTRIES LIMITED EQ6.32%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.81%
STATE BANK OF INDIA EQ NEW RE. 1/-4.44%
NITIN SPINNERS LIMTED EQ4.39%
Zydus Wellness Ltd3.59%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ3.15%
FIVE-STAR BUSINESS FINANCE LIMITED EQ NEW FV RE.1/-2.89%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.82%
GABRIEL INDIA LIMITED EQ NEW FV RE. 1/-2.77%
Sector allocation
Financial Services30.71%
Capital Goods9.36%
Textiles7.99%
Automobile and Auto Components7.82%
Metals & Mining7.61%
Consumer Durables6.35%
Oil, Gas & Consumable Fuels6.32%
Healthcare5.92%
Fast Moving Consumer Goods4.41%
Construction4.15%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 6.0% p.a.₹10,000
10 years
Projected value
₹16,44,268
Invested: ₹12,00,000
Gained: ₹4,44,268
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. Nimesh Chandan, Mr. Sorbh Gupta, Mr. Siddharth Chaudhary
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153202
ISIN (Growth)
INF0QA701AI4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr Reg Plan
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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