Bajaj Finserv ELSS Tax Saver Fund Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Bajaj Finserv ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹89 Cr

Lock In Period

N/A

Expense Ratio

2.97

Exit Load

Nil

Benchmark

BSE 500 Total Return

Bajaj Finserv ELSS Tax Saver Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.730.205.14
6M3.992.6320.20
1Y5.224.6936.07
3Y0.0013.0197.35

Portfolio Analysis

  • Equity: 94.46%
  • Debt: 5.54%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.84%
2. HDFC Bank Limited6.34%

1. Divi's Laboratories Limited3.16%
2. GlaxoSmithKline Pharmaceuticals Limited2.02%
3. Glenmark Pharmaceuticals Limited1.49%
4. Pfizer Limited0.27%

1. Reliance Industries Limited6.27%

1. Five Star Business Finance Limited3.40%
2. Sundaram Finance Limited2.06%

1. Nitin Spinners Limited3.23%
2. K.P.R. Mill Limited1.39%

1. Tata Steel Limited2.41%
2. Steel Authority of India Limited2.00%

1. State Bank of India4.36%

1. Larsen & Toubro Limited2.63%
2. KNR Constructions Limited1.20%

1. Zydus Wellness Limited3.54%

1. Eternal Limited2.32%
2. Swiggy Limited1.02%

1. Pondy Oxides & Chemicals Ltd2.08%
2. EID Parry India Limited0.97%

1. PG Electroplast Limited2.99%

1. S.J.S. Enterprises Limited1.73%
2. Pricol Limited1.15%

1. Billionbrains Garage Ventures Ltd1.75%
2. Coforge Limited1.06%

1. Indigo Paints Limited2.40%

1. Bharat Dynamics Limited1.69%
2. MTAR Technologies Limited0.58%

1. Timken India Limited2.09%

1. Vedanta Aluminium Metal Limited2.03%

1. SBI Funds Management Limited1.98%

1. BOROSIL RENEWABLES LIMITED1.94%

1. Garware Technical Fibres Limited1.89%

1. Balkrishna Industries Limited1.55%

1. Bajaj Finserv Limited1.32%

1. PVR INOX Limited1.27%

1. Arvind Fashions Limited1.26%

1. Indo Tech Transformers Limited1.16%

1. Gabriel India Limited1.11%
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About Fund Bajaj Finserv ELSS Tax Saver Fund Growth

Bajaj Finserv ELSS Tax Saver Fund Growth managed by Bajaj Finserv Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹89 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.97. Under the expert guidance of Nimesh Chandan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nimesh Chandan

Mr. Nimesh Chandan holds B.Com, MMS (Finance). Mr. Nimesh has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sahara Tax Gain Growth04 CR2.7
Bajaj Finserv ELSS Tax Saver Fund Growth089 CR2.97
Motilal Oswal ELSS Tax Saver Fund Growth44,783 CR2.12
Fund Name1Y3Y
This FundSahara Tax Gain Growth-29.4557-22.4272
This FundBajaj Finserv ELSS Tax Saver Fund Growth5.22240
This FundMotilal Oswal ELSS Tax Saver Fund Growth12.005183.1825

Bajaj Finserv ELSS Tax Saver Fund Growth FAQs

Bajaj Finserv ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bajaj Finserv ELSS Tax Saver Fund Growth is 2.97. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bajaj Finserv ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : 0.73%
  • 6 Months : 3.99%
  • 1 Year : 5.22%
  • 3 Years : 0.00%
Returns of Bajaj Finserv ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 11.686 as on Aug 20,2026. Since inception, the return has been 0.00%.

You can invest in Bajaj Finserv ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bajaj Finserv ELSS Tax Saver Fund Growth is ₹89 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bajaj Finserv ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.