NJ ELSS Tax Saver Scheme - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of NJ ELSS Tax Saver Scheme - Regular Plan - Growth is ₹13.19.
It is better to invest in a fund with a longer track record as NJ ELSS Tax Saver Scheme - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 - TRI returns, as Funds portfolio is significantly different.
NJ ELSS Tax Saver Scheme - Regular Plan - Growth fund’s expense ratio is 2.33%
The process for redemption is
The AUM of NJ ELSS Tax Saver Scheme - Regular Plan - Growth is currently ₹184 Crores.
The Top three stocks are Bajaj Auto, Hindustan Aeron and Bharat Electronics and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 47% of fund’s portfolio respectively.
Top three sectors of NJ ELSS Tax Saver Scheme - Regular Plan - Growth fund are IT, BFSI and FMCG accounting for 63% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of NJ ELSS Tax Saver Scheme - Regular Plan - Growth Fund is Equity - ELSS.
Viral Shah and Dhaval Patel manage the NJ ELSS Tax Saver Scheme - Regular Plan - Growth Fund.
NJ ELSS Tax Saver Scheme - Regular Plan - Growth current PE ratio is 38.44 and PB ratio is 11.95
The asset allocation of NJ ELSS Tax Saver Scheme - Regular Plan - Growth is Stocks : 97.83%, Debt : 2.14% and Gold : 0%
The minimum SIP amount for NJ ELSS Tax Saver Scheme - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for NJ ELSS Tax Saver Scheme - Regular Plan - Growth is Nil