Nj ELSS Tax Saver Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -6.11%
NAV: ₹13.52 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Nj ELSS Tax Saver Fund Regular-Growth

  • ₹331.7 Cr
    AUM
  • ₹13.52
    NAV
  • 2.54%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Nj ELSS Tax Saver Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -6.11% NA 2.82%
6 Months -0.52% NA 12.04%
1 Year -4.05% -4.05% -0.22%
2 Years -8.89% -4.55% 19.10%
3 Years 22.18% 6.90% 18.55%
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As on Thu Nov 05, 2026

Asset Allocation of Nj ELSS Tax Saver Fund Regular-Growth

equities

99.51%

debt instruments

0.54%
Large Cap: 25.89%
Mid Cap: 37.87%
Small Cap: 36.24%
Other: 0.00%
Top Holdings
The Great Eastern Shipping Company Ltd
8.17%
The Great Eastern Shipping Company Ltd
8.00%
Bosch Ltd
6.58%
Bosch Ltd
6.58%
Bosch Ltd
6.58%
 
Top Sectors
Consumer Discretionary
59.13%
Materials
40.57%
Energy & Utilities
29.40%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Nj ELSS Tax Saver Fund Regular-Growth

Nj ELSS Tax Saver Fund Regular-Growth is one Equity mutual fund offered by NJ Mutual Fund. Launched on 16 Jun 2023, the fund aims Capital appreciation & generating income over long term. Investment in a portfolio predominantly consisting of equity and equity related instruments. It manages assets worth ₹331.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.54%.
The portfolio allocation consists of 99.51% in equities, 0.54% in debt instruments.Managed by Viral Shah, it has delivered a return of -4.05% in the last year, a total return since inception of 9.30%.
Choosing the right which sip is best plays a key role for systematic investing.

Read more
  • Dhaval Patel

    Fund Manager

  • Mr. Patel has done IBS from Hyderabad

    Manager Education

  • Viral Shah

    Fund Manager

  • Mr. Shah has done B.E. and MBA (Finance)

    Manager Education

Key Metrics of Nj ELSS Tax Saver Fund Regular-Growth

  • Standard Deviation
    16.50%
  • Mean
    7.26%
  • Sharpe Ratio
    0.10%
  • Alpha
    -3.36%
  • Beta
    0.98%
  • Sortino Ratio
    0.16%

Nj ELSS Tax Saver Fund Regular-Growth Fund Details

Fund Names Nj ELSS Tax Saver Fund Regular-Growth
Inception Date 16 Jun 2023
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Nj ELSS Tax Saver Fund Regular-Growth Fund Returns Comparison

Compare Nj ELSS Tax Saver Fund Regular-Growth with other mutual funds in the same category

Nj ELSS Tax Saver Fund Regular-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal ELSS Tax Saver Fund Direct-Growth trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Regular-Growth trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Quant ELSS Tax Saver Fund Direct-Growth trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
Quant ELSS Tax Saver Fund Direct-IDCW trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
SBI Long Term Advantage Fund Series V Direct-Growth trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
SBI Long Term Advantage Fund Series V Direct-IDCW trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from NJ Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Nj ELSS Tax Saver Fund Direct-Growth increase ₹332 0.84% -5.65% 0.42% -2.24% 8.83%
Nj ELSS Tax Saver Fund Regular-IDCW increase ₹332 0.67% -6.11% -0.52% -4.05% 6.90%
Nj ELSS Tax Saver Fund Direct-IDCW increase ₹332 0.84% -5.65% 0.42% -2.24% 8.83%
increase growth is based on 1-month returns of the funds

Nj ELSS Tax Saver Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis ELSS - Tax Saver Direct-Growth trend ₹30,269 ₹112.77 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-Growth trend ₹30,269 ₹98.92 11.52% 5.42% 11.73%
Axis ELSS - Tax Saver Direct-IDCW trend ₹30,269 ₹52.18 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-IDCW trend ₹30,269 ₹24.22 11.52% 5.42% 11.73%
SBI ELSS Tax Saver Fund Direct-Growth trend ₹30,027 ₹467.20 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-Growth trend ₹30,027 ₹428.81 13.91% 13.29% 13.84%
SBI ELSS Tax Saver Fund Direct Plan-IDCW trend ₹30,027 ₹115.72 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-IDCW trend ₹30,027 ₹86.94 13.91% 13.29% 13.84%
Mirae Asset ELSS Tax Saver Fund Direct-Growth trend ₹24,625 ₹56.97 13.56% 10.37% 16.66%
Mirae Asset ELSS Tax Saver Fund Regular-Growth trend ₹24,625 ₹49.73 12.47% 9.24% 15.23%
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Top funds are based on Fund AUM

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Nj ELSS Tax Saver Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
The Great Eastern Shipping Company LtdEnergy & Utilities8.17%₹26.46 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities8.00%₹23.58 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
Bosch LtdConsumer Discretionary6.58%₹22.97 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities6.96%₹21.88 Cr
Bosch LtdConsumer Discretionary6.55%₹21.73 Cr
Bosch LtdConsumer Discretionary6.55%₹21.73 Cr
Bosch LtdConsumer Discretionary6.55%₹21.73 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
Pidilite Industries LtdMaterials5.81%₹20.28 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities6.27%₹19.39 Cr
Pidilite Industries LtdMaterials5.70%₹18.94 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal ELSS Tax Saver Fund Direct-Growth increase ₹63.92 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW increase ₹39.52 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Regular-Growth increase ₹54.96 19.12% 14.87% -
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW increase ₹30.33 19.12% 14.87% -
Quant ELSS Tax Saver Fund Direct-Growth increase ₹468.10 15.90% 14.62% -
Quant ELSS Tax Saver Fund Direct-IDCW increase ₹62.40 15.90% 14.62% -
SBI Long Term Advantage Fund Series V Direct-Growth increase ₹33.15 20.94% 14.13% -
SBI Long Term Advantage Fund Series V Direct-IDCW increase ₹33.15 20.94% 14.13% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth increase ₹30.49 10.20% 14.12% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW increase ₹29.03 10.20% 14.12% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Nj ELSS Tax Saver Fund Regular-Growth

What is the current AUM of Nj ELSS Tax Saver Fund Regular-Growth?

As of Wed Sep 30, 2026, Nj ELSS Tax Saver Fund Regular-Growth manages assets worth ₹331.7 crore

What is the long-term performance of Nj ELSS Tax Saver Fund Regular-Growth?

  • 3 Years CAGR: 6.90%
  • Since Inception: 9.30%

What is the portfolio composition of Nj ELSS Tax Saver Fund Regular-Growth?

Equity: 99.51%, Debt: 0.54%, Others: -0.05%.

Who manages Nj ELSS Tax Saver Fund Regular-Growth?

Nj ELSS Tax Saver Fund Regular-Growth is managed by Viral Shah from NJ Mutual Fund.

What is the market-cap allocation of Nj ELSS Tax Saver Fund Regular-Growth?

Large Cap: 25.89%, Mid Cap: 37.87%, Small Cap: 36.24%.

Which are the top companies Nj ELSS Tax Saver Fund Regular-Growth has invested in?

  • The Great Eastern Shipping Company Ltd – 8.17% of the fund's portfolio
  • The Great Eastern Shipping Company Ltd – 8.00% of the fund's portfolio
  • Bosch Ltd – 6.58% of the fund's portfolio
  • Bosch Ltd – 6.58% of the fund's portfolio
  • Bosch Ltd – 6.58% of the fund's portfolio

Which are the major sectors Nj ELSS Tax Saver Fund Regular-Growth focuses on?

  • Consumer Discretionary – 59.13% of the fund's portfolio
  • Materials – 40.57% of the fund's portfolio
  • Energy & Utilities – 29.40% of the fund's portfolio
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