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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹76 Cr

Lock In Period

N/A

Expense Ratio

2.35

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for Bajaj Finserv ELSS Tax Saver Fund Growth include a ₹10.551 NAV as of Mar 12,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Bajaj Finserv ELSS Tax Saver Fund Growth AUM is ₹76 Cr, with a lock-in of N/A years, expense ratio of 2.35%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -7.18% returns, against a category average of -1.36% and a category best of 7.41%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.18-1.367.41
6M-4.811.6024.27
1Y5.715.8978.49
3Y0.0014.49130.26

Portfolio Analysis

  • Equity: 94.65%
  • Debt: 5.35%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited7.01%
2. ICICI Bank Limited5.86%
3. IndusInd Bank Limited3.34%
4. City Union Bank Limited2.07%
5. Kotak Mahindra Bank Limited1.92%
6. Ujjivan Small Finance Bank Limited0.63%

1. Divi's Laboratories Limited3.55%
2. Glenmark Pharmaceuticals Limited2.74%
3. GlaxoSmithKline Pharmaceuticals Limited1.78%
4. Sun Pharmaceutical Industries Limited1.75%
5. AstraZeneca Pharma India Limited0.58%
6. Pfizer Limited0.30%

1. Reliance Industries Limited6.71%

1. Infosys Limited3.97%
2. LTIMindtree Limited1.01%

1. Larsen & Toubro Limited3.08%
2. KNR Constructions Limited1.64%

1. State Bank of India4.34%

1. Zydus Wellness Limited3.04%
2. Nestle India Limited1.02%

1. eClerx Services Limited3.04%

1. Eternal Limited2.79%

1. Vedanta Limited2.77%

1. Mahindra & Mahindra Limited2.31%

1. Tata Steel Limited1.72%
2. Steel Authority of India Limited0.57%

1. MTAR Technologies Limited2.24%

1. ZF Commercial Vehicle Control Systems India Limited1.99%

1. One 97 Communications Limited1.77%

1. Kajaria Ceramics Limited1.62%

1. Arvind Fashions Limited1.59%

1. Indigo Paints Limited1.57%

1. Bajaj Finserv Limited1.54%

1. S.J.S. Enterprises Limited1.46%

1. CEAT Limited1.43%

1. Aditya Birla Real Estate Limited1.38%

1. Gabriel India Limited1.34%

1. Go Digit General Insurance Limited1.33%

1. Marico Limited1.31%

1. RHI Magnesita India Limited1.17%

About Fund

Bajaj Finserv ELSS Tax Saver Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹76 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.35. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBajaj Finserv ELSS Tax Saver Fund Growth076.19 CR2.35
This FundICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
This FundSBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundBajaj Finserv ELSS Tax Saver Fund Growth5.70570
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

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 2.35. 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 : -7.18%
  • 6 Months : -4.81%
  • 1 Year : 5.71%
  • 3 Years : 0.00%
Returns of Bajaj Finserv ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 10.551 as on Mar 12,2026. 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 ₹76 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.
Min Inv Amount: ₹500