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Bajaj Finserv ELSS Tax Saver Fund Direct growth
Equity • ELSS (Tax Savings) • Direct growth
Insufficient fund history to generate its report card
Tax benefits
80C tax exemptions
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ELSS (Tax Savings)
Direct growth
Launched On
29 Jan 2025
0.7 years ago
Lock-in Period
3 years
NAV
as of 17 Oct 2025
₹11.5
-0.0695% (0.00)
AUM
₹62 Cr
Expense ratio
0.49%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Market capital
Equity92.54%
Cash7.46%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Fund House
Bajaj Finserv
Inc: 05 Jul 2023 • Total AUM: ₹27,388 Cr • Rank #25Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.
Fund Managers
Nimesh Chandan
Experience: 2.27 yrs • Total AUM: 2,39,922 Cr
Siddharth Chaudhary
Experience: 2.27 yrs • Total AUM: 2,58,428 Cr
Sorbh Gupta
Experience: 2.16 yrs • Total AUM: 88,321 Cr
Risk
Category risk
Very low
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
DSP ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
21.56%
Expense ratio
0.69%
Returns vs category
Risk vs category
Mirae Asset ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
19.62%
Expense ratio
0.57%
Returns vs category
Risk vs category
ICICI Prudential ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
18.60%
Expense ratio
1.09%
Returns vs category
Risk vs category
Kotak ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
18.34%
Expense ratio
0.62%
Returns vs category
Risk vs category
Tata ELSS Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
17.74%
Expense ratio
0.72%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.