- 1M
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- 6M
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- Since Inception
Fund Information
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Bajaj Finserv ELSS Tax Saver Fund shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Bajaj Finserv ELSS Tax Saver Fund is an
Equityoriented mutual fund in the
- ELSS Fundcategory.
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is the benchmark for Bajaj Finserv ELSS Tax Saver Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
Bajaj Finserv Mutual Fund.
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know moreabout Bajaj Finserv Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Bajaj Finserv ELSS Tax Saver Fund managed by following fund manager(s);
Riskometer
How does the
Return Comparison of the Bajaj Finserv ELSS Tax Saver Fund fare against peer funds in the ELSS fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Bajaj Finserv ELSS Tax Saver Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, ELSS fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 27.06% | 27.06% | 27.06% | 42.42% | 29.95% | 22.84% | 27.07% | 18.29% | |
| Category Average | -3.18% | -5.48% | -9.69% | 5.67% | 19.20% | 13.96% | 16.50% | 12.14% | |
| Bajaj Finserv ELSS Tax Saver Fund | -0.33% | -0.33% | -0.33% | - | - | - | - | - | - |
| SBI ELSS Tax Saver Fund | -2.83% | -4.43% | -9.78% | 9.07% | 29.95% | 22.84% | 22.19% | 13.16% | |
| HDFC ELSS Tax Saver Fund | -1.05% | -3.40% | -6.39% | 9.44% | 24.93% | 20.90% | 19.97% | 11.84% | |
| ICICI Prudential Long Term Wealth Enhancement Fund | 27.06% | 27.06% | 27.06% | - | - | - | - | - | |
| Motilal Oswal Long Term Equity Fund | -10.77% | -14.65% | -14.06% | 9.22% | 27.23% | 19.28% | 17.59% | 15.33% | |
| DSP ELSS Tax Saver Fund | -2.77% | -4.83% | -9.14% | 10.32% | 23.69% | 16.62% | 19.00% | 14.46% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Bajaj Finserv ELSS Tax Saver Fund are shown below;
Equity -
Debt %
Others 0.00%