Bajaj Finserv ELSS - Tax Saver Fund - Direct Plan does not yet have a 5-year performance history.
The average return for ELSS funds is 63.29% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 6.84% .
The fund currently owns more than 48 stocks.
The top 10 holdings account for 43.52% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.63% | -3.86% |
| 2 Year Return | N/A | 7.32% |
| 3 Year Return | N/A | 26.26% |
| 4 Year Return | N/A | 48.86% |
| 5 Year Return | N/A | 63.29% |
| 6 Year Return | N/A | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.67% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
6.84%
|
|
| 2 | Finance - Banks - Private Sector |
6.34%
|
|
| 3 | Energy |
6.27%
|
|
| 4 | Financials |
4.36%
|
|
| 5 | Food Processing & Packaging |
3.54%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
3.40%
|
|
| 7 |
3.39%
|
||
| 8 | Consumer Discretionary |
3.23%
|
|
| 9 | Health Care |
3.16%
|
|
| 10 | Consumer Electronics |
2.99%
|
|
| 11 | Industrials |
2.63%
|
|
| 12 | Iron & Steel |
2.41%
|
AMC: BAJAJ FINSERV
Category: Equity • ELSS
Launch Date: 24 Dec 2024
Fund Manager: Mr. Nimesh Chandan
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Bajaj Finserv ELSS - Tax Saver Fund - Direct Plan is managed by BAJAJ FINSERV and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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