Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Equity
Direct
Elss (Tax Savings)
NAV as on 10-02-2025
₹ 10.04
Inception Returns
0.4%
/yr
About Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth is an equity fund. This fund was started on 29 January, 2025. The fund is managed by Sorbh Gupta, Siddharth Chaudhary. The fund could potentially beat inflation in the long-run.
Key Parameters
- Bajaj Finserv ELSS Tax Saver Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
Bajaj Finserv ELSS Tax Saver Fund Direct Growth has given a CAGR return of 0.38% since inception.
Holdings
Bajaj Finserv ELSS Tax Saver Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Bajaj Finserv ELSS Tax Saver Fund Direct Growth
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. There is a lock in period for Bajaj Finserv ELSS Tax Saver Fund Direct Growth of 3 Years
Historical NAV & Returns
Bajaj Finserv ELSS Tax Saver Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | S&P BSE 200 India TR INR |
| AUM | ₹0 Cr |
| Inception Date | 29 January, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Bajaj Finserv ELSS Tax Saver Fund Direct Growth Highlights
Very High Risk
About the fund
Frequently Asked Questions for Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Bajaj Finserv ELSS Tax Saver Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Bajaj Finserv ELSS Tax Saver Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Bajaj Finserv ELSS Tax Saver Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Bajaj Finserv ELSS Tax Saver Fund Direct Growth | - | - | - |