NJ ELSS Tax Saver Scheme Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

NJ ELSS Tax Saver Scheme Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹346 Cr

Lock In Period

3 Years

Expense Ratio

2.62

Exit Load

Nil

Benchmark

NIfty 500 Total Return

NJ ELSS Tax Saver Scheme Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.000.205.14
6M4.682.6320.20
1Y-2.724.6936.07
3Y10.3113.0197.35

Portfolio Analysis

  • Equity: 99.21%
  • Debt: 0.77%
  • Others
As on: 2026-07-31
View allocation % by

1. Alkem Laboratories Limited3.28%
2. Pfizer Limited3.23%
3. Abbott India Limited3.20%
4. Torrent Pharmaceuticals Limited2.55%
5. Divi's Laboratories Limited2.47%

1. Rainbow Childrens Medicare Limited3.80%
2. Dr. Lal Path Labs Limited3.77%

1. Can Fin Homes Limited3.58%
2. Aptus Value Housing Finance India Limited2.72%

1. Pidilite Industries Limited5.56%

1. HDFC Asset Management Company Limited3.15%
2. UTI Asset Management Company Limited2.31%

1. Bosch Limited5.42%

1. Marico Limited5.33%

1. Page Industries Limited5.21%

1. Hero MotoCorp Limited5.02%

1. Mphasis Limited4.89%

1. ABB India Limited4.78%

1. AU Small Finance Bank Limited4.77%

1. JSW Dulux Limited4.73%

1. Britannia Industries Limited4.49%

1. Bayer Cropscience Limited4.22%

1. The Great Eastern Shipping Company Limited4.07%

1. Muthoot Finance Limited3.38%

1. CRISIL Limited3.28%
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About Fund NJ ELSS Tax Saver Scheme Growth

NJ ELSS Tax Saver Scheme Growth managed by NJ Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹346 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.62. Under the expert guidance of Viral Shah ,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

Viral Shah

Mr. Viral Shah by qualification is B.E. MBA (Finance). He has more than 16 years of experience in financial services. Mr. Shah has started his career with NJ Group and has been Principal Officer for PMS segment with NJ Asset Management for more than 10 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Groww ELSS Tax Saver Fund Growth051 CR2.91
Parag Parikh ELSS Tax Saver Fund Growth35,699 CR1.85
NJ ELSS Tax Saver Scheme Growth0345 CR2.62
Motilal Oswal ELSS Tax Saver Fund Growth44,783 CR2.12
Fund Name1Y3Y
This FundGroww ELSS Tax Saver Fund Growth-5.182633.4955
This FundParag Parikh ELSS Tax Saver Fund Growth-8.076234.1639
This FundNJ ELSS Tax Saver Scheme Growth-2.719234.2402
This FundMotilal Oswal ELSS Tax Saver Fund Growth12.005183.1825

NJ ELSS Tax Saver Scheme Growth FAQs

NJ ELSS Tax Saver Scheme 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 NJ ELSS Tax Saver Scheme Growth is 2.62. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

NJ ELSS Tax Saver Scheme Growth’s fund performance is as follows:
  • 1 Month : 2.00%
  • 6 Months : 4.68%
  • 1 Year : -2.72%
  • 3 Years : 10.31%
Returns of NJ ELSS Tax Saver Scheme Growth are updated daily based on NAV of ₹ 14.31 as on Aug 20,2026. Since inception, the return has been 34.24%.

You can invest in NJ ELSS Tax Saver Scheme 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 NJ ELSS Tax Saver Scheme Growth is ₹346 crore. It changes based on market performance, inflows, and outflows.

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