Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.32 | 0.31 | 7.41 |
| 6M | -1.08 | 1.95 | 24.27 |
| 1Y | -2.27 | 5.13 | 78.49 |
| 3Y | 11.26 | 14.11 | 130.26 |
NJ ELSS Tax Saver Scheme Growth managed by NJ Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹328 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.47. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Long Term Advantage Fund - Series IV Growth | 0 | 191.2 CR | 1.17 |
| UTI Long Term Advantage Fund - Series VI Growth | 0 | 245.9 CR | 1.44 |
| NJ ELSS Tax Saver Scheme Growth | 0 | 327.66 CR | 2.47 |
| ICICI Prudential R.I.G.H.T. Fund Growth | 0 | 41.44 CR | 1.41 |
| SBI Tax Advantage Fund - Series II Growth | 0 | 42.27 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Long Term Advantage Fund - Series IV Growth | 3.0321 | 37.3636 |
| This FundUTI Long Term Advantage Fund - Series VI Growth | 55.1386 | 37.5763 |
| This FundNJ ELSS Tax Saver Scheme Growth | -2.2663 | 37.7246 |
| This FundICICI Prudential R.I.G.H.T. Fund Growth | 10.6102 | 111.0608 |
| This FundSBI Tax Advantage Fund - Series II Growth | 33.5864 | 130.2485 |