Comprehensive analysis of NJ ELSS Tax Saver Scheme - Direct (IDCW) (43946) 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 indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Market exposure level
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Fund manager experience
Risk-adjusted returns
Assets under management
This fund has underperformed its benchmark by 3.75% over the 3Y period.
See how your money can grow and compare with popular investment options
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% |
| Gillette India Ltd | FMCG | 4.82% |
| Polycab India Ltd | Cables | 4.75% |
| Bayer CropScience Ltd | Agro Chemicals | 4.61% |
| HDFC Asset Management Company Ltd | Finance | 4.58% |
| Metropolis Healthcare Ltd | Healthcare | 4.57% |
| Dr Lal Pathlabs Ltd | Healthcare | 4.55% |
| Bayer CropScience Ltd | Agro Chemicals | 4.54% |
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) | ₹1672.61 | 11.37% | 2.74% | 6.49% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 | 10.55% | 7.71% | 9.01% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 | 11.16% | 2.34% | 5.65% |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 | 10.39% | 7.40% | 8.36% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 | 10.18% | 6.78% | 8.95% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 | 10.00% | 6.45% | 8.27% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 | 10.79% | 4.32% | 5.47% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 | 10.79% | 4.32% | 5.47% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 | 10.65% | 4.05% | 4.91% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 | 9.74% | 4.37% | 5.08% |
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