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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.
EquityBenchmark · Nifty 500 TRITER · 2.62%Inception · 16-06-2023
NAV
₹14.28
+0.14% · as of 28-08-2026
Since inception
11.73%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹346 Cr
AUM
Expense ratio
2.62%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +11.73% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
PIDILITE INDUSTRIES LIMITED EQ NEW FV RE.1/-5.35%
AKZO NOBEL INDIA LIMITED EQ5.30%
MARICO LIMITED NEW EQ RE.15.26%
PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/-5.15%
BOSCH LIMITED EQ NEW FV RS.10/-5.05%
ABB INDIA LIMITED EQ NEW RS. 2/-4.97%
MPHASIS LIMITED EQ4.95%
HERO MOTOCORP LIMITED EQ FV RS 24.77%
BAYER CROPSCIENCE LIMITED EQ FV RS. 10/-4.69%
AU SMALL FINANCE BANK LIMITED EQ4.69%
Sector allocation
Financial Services24.06%
Healthcare21.00%
Chemicals10.04%
Automobile and Auto Components9.82%
Fast Moving Consumer Goods9.77%
Consumer Durables5.30%
Textiles5.15%
Capital Goods4.97%
Information Technology4.95%
Services4.46%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.7% p.a.₹10,000
10 years
Projected value
₹22,86,397
Invested: ₹12,00,000
Gained: ₹10,86,397
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, Mr. Viral Shah and Mr. Jaimin Ilavia.
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
Quant ELSS Tax Saver Gr Reg Plan
₹413.76
1Y
+17.7%
3Y
+16.1%
5Y
+15.6%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹58.23
1Y
+17.3%
3Y
+22.2%
5Y
+17.4%
JM ELSS Tax Saver Fund Gr
₹53.22
1Y
+11.4%
3Y
+16.5%
5Y
+14.8%
Tata ELSS FundGrReg Plan
₹47.82
1Y
+11.2%
3Y
+13.1%
5Y
+12.8%
HSBC ELSS Tax Saver Fund Reg Gr
₹144.43
1Y
+10.3%
3Y
+17.2%
5Y
+13.6%
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