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NJ ELSS Tax Saver Fund(G)-Direct Plan

NJ ELSS Tax Saver Fund(G)-Direct Plan

EquityELSSHigh Risk

+8.73%

3Y annualised

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NAV : 17 Sep 2026

₹14.62

Min. SIP amount

₹500

Fund size (AUM)

349 Cr

Expense ratio

0.56%

Launched on

16 Jun 2023

Lock-in period

3Y

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,30,276

Stock Allocation

Stock nameSectorAllocation
Bosch LimitedAutomobile & Ancillaries6.58%
Pidilite Industries LimitedChemicals5.81%
Jsw Dulux LimitedChemicals5.08%

Fund Composition

349 Cr

Large Cap

38.59%

Mid Cap

29.24%

Small Cap

31.68%

Others

0.49%

Sector Allocation

349 Cr

Healthcare

21.90%

Chemicals

14.84%

Finance

14.64%

Automobile & Ancillaries

11.64%

Fmcg

9.36%

It

5.05%

Capital Goods

5.00%

Bank

4.94%

Others

12.14%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (ELSS)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VS

Viral Shah

Present

DP

Dhaval Patel

Present

JI

Jaimin Ilavia

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant ELSS Tax Saver Fund(G)-Direct Plan

+13.52%
M

Motilal Oswal ELSS Tax Saver Fund(G)-Direct Plan

+20.68%
J

JM ELSS-Tax Saver Fund(G)-Direct Plan

+15.37%
S

Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(G)-Direct Plan

+11.33%
E

Edelweiss ELSS Tax saver Fund(G)-Direct Plan

+12.41%
B

Baroda BNP Paribas ELSS Tax Saver Fund(G)-Direct Plan

+14.17%
H

HSBC ELSS Tax saver Fund(G)-Direct Plan

+14.90%
I

ITI ELSS Tax Saver Fund(G)-Direct Plan

+15.72%

FAQs

NJ ELSS Tax Saver Fund(G)-Direct Plan is a part of NJ Asset Management Private Limited, it was incepted on 16 Jun 2023. This fund is managed by Viral Shah, Dhaval Patel and Jaimin Ilavia. It is a Equity type of fund.

The current NAV of NJ ELSS Tax Saver Fund(G)-Direct Plan is ₹14.62 (as of 17 Sep 2026).

NJ ELSS Tax Saver Fund(G)-Direct Plan has delivered -5.04% in 1 year, 8.73% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for NJ ELSS Tax Saver Fund(G)-Direct Plan is ₹500.

The expense ratio of NJ ELSS Tax Saver Fund(G)-Direct Plan is 0.56%.

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