Comprehensive analysis of NJ ELSS Tax Saver Scheme - Regular (IDCW) (43944) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
NJ Asset Management Pvt Ltd
The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 6.52% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Asset Management Company Ltd | Finance | 5.04% |
| Coromandel International Ltd | Fertilizers | 4.86% |
| Gillette India Ltd | FMCG | 4.84% |
| Polycab India Ltd | Cables | 4.75% |
| Bayer CropScience Ltd | Agro Chemicals | 4.61% |
| Metropolis Healthcare Ltd | Healthcare | 4.57% |
| Dr Lal Pathlabs Ltd | Healthcare | 4.55% |
| Page Industries Ltd | Readymade Garments/ Apparells | 4.09% |
| Abbott India Ltd | Pharmaceuticals | 4.01% |
| Mphasis Ltd | IT - Software | 4.00% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1623.49 | 0.01% | 12.57% | -2.82% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1524.49 | 2.88% | 15.64% | 2.75% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1454.62 | -0.19% | 12.13% | -3.58% |
| HDFC ELSS Tax Saver Fund (G) | ₹1410.58 | 2.71% | 15.27% | 2.12% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1036.14 | 2.90% | 16.49% | 0.40% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹932.70 | 2.73% | 16.13% | -0.22% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹544.61 | 2.98% | 15.71% | 0.49% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹544.06 | 2.98% | 15.71% | 0.49% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹509.11 | 2.85% | 15.41% | -0.04% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹467.46 | 0.76% | 12.50% | -2.79% |
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