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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 · 2.47%Inception · 16-06-2023
NAV
₹14.00
+0.57% · as of 15-07-2026
Since inception
11.49%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹332 Cr
AUM
Expense ratio
2.47%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +11.49% CAGR vs benchmark +12.16%.
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?
@ 11.5% p.a.₹10,000
10 years
Projected value
₹22,54,107
Invested: ₹12,00,000
Gained: ₹10,54,107
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
Quant ELSS Tax Saver Gr Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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