BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

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Category: Equity: ELSS
Launch Date: 29-01-2025
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 2.3% As on (31-12-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 7.44 Cr As on (31-12-2025)
Turn over:

NAV as on 05-02-2026

11.148 -0.06 (-0.5651%)

CAGR Since Inception

11.09%

BSE 500 TRI 12.34%

PERFORMANCE of BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Scheme Performance (%) Data as on - 05-02-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH	11.14	-	-	-	11.09
Benchmark	-	-	-	-	-
Equity: ELSS	5.42	16.53	14.51	14.71	13.99

Yearly Performance (%)

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Fund Managers

FM 1 - Mr. Nimesh Chandan (Equity Portion) , FM 2 - Mr. Sorbh Gupta (Equity Portion) , FM-3- Mr. Siddharth Chaudhary (Debt Portion)

Investment Objective

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.

RETURNS CALCULATOR for BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH	-	-	-	-	-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Compare SIP Compare Lumpsum

Period

Data as on - 05-02-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH	29-01-2025	11.14	0.0	0.0	0.0	0.0
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option	29-03-1996	12.04	11.21	15.64	9.88	11.72
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth	01-12-2015	10.53	11.68	17.5	14.8	18.11
HDFC ELSS Tax saver - Growth Plan	05-03-1996	10.33	13.33	21.15	19.52	15.68
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option	01-09-2005	9.89	10.01	17.78	16.49	12.22
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	9.83	13.21	20.15	17.4	16.95
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan	01-04-2000	9.42	2.86	17.49	20.22	20.28
Edelweiss ELSS Tax Saver Fund - Regular Plan - Growth Option	30-12-2008	9.41	11.59	17.05	14.03	13.1
ICICI Prudential ELSS Tax Saver Fund - Growth	19-08-1999	8.54	11.25	16.62	14.61	13.94
Tata ELSS Fund-Growth-Regular Plan	13-10-2014	8.41	10.8	15.98	14.03	14.77

PORTFOLIO ANALYSIS of BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH

Asset Allocation (%)