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NJ ELSS Tax Saver Scheme

Growth
EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 267 Cr
Very High RiskPrinciple investment will be at very high risk
15.131.11% (-0.17)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityEquity Linked Savings Scheme (ELSS)
Small-size FundAssets Under Mgmt: ₹ 267 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5314.961.83
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4114.771.89

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
NJ ELSS Tax Saver Scheme32.95%34.42%
Axis ELSS Tax Saver Fund30.37%7.62%17.92%
SBI Long Term Equity Fund48.09%23.56%17.64%
Mirae Asset ELSS Tax Saver Fund33.75%14.30%20.66%

Price Comparison

Compare NJ ELSS Tax Saver Scheme with any MF, ETF, stock or index
Compare NJ ELSS Tax Saver Scheme with any MF, ETF, stock or index
NJ ELSS Tax Saver Scheme
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity0.49%99.51%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+11 moreLabs & Life Sciences ServicesFertilizers & Agro ChemicalsIT Services & ConsultingFMCG - Household ProductsPharmaceuticals43.01 %7.92 %8.12 %8.20 %12.08 %20.68 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 247.35%3.31%3.76%3.52%3.37%20.68%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Gillette India Ltd
    GILLETTE
    3M change : 4.96 %

    Holdings

    4.96 %

    4.96 %
  • IPCA Laboratories Ltd
    IPCALAB
    3M change : 4.52 %

    Holdings

    4.52 %

    4.52 %
  • Abbott India Ltd
    ABBOTINDIA
    3M change : 0.85 %

    Holdings

    4.24 %

    0.85 %

AMC Profile

NJ Asset Management Private Limited has a strong lineage, as a part of the NJ Group. NJ India Invest Private Limited(NJ), the flagship company of the group, was started in 1994 to cater to the growing needs in the financial services industry. NJ today is one of the leading distributors of investment products and providers of financial services in India. NJ is amongst the largest distributors of mutual funds in India and has over Rs. 1,19,190 * of mutual fund assets under management. NJ also has one of the largest network of financial products distributors in India, numbering over 23,377 * engaged in distribution of financial products.

  • No.of Schemes

    5

  • Total AUM

    ₹ 7,044.15 Cr.

Fund Manager Profile

Viral Shah

AUM:  ₹6,380.63 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Dhaval Patel

AUM:  ₹6,732.25 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

Opinions and Fund Reviews

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