NJ 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 PIDILITE INDUSTRIES LTD with a portfolio weight of 5.56% .
The fund currently owns more than 27 stocks.
The top 10 holdings account for 50.21% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.83% | -3.86% |
| 2 Year Return | 30.20% | 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 | 0.47% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Materials |
5.56%
|
|
| 2 | Consumer Discretionary |
5.42%
|
|
| 3 | Consumer Staples |
5.34%
|
|
| 4 | Consumer Discretionary |
5.21%
|
|
| 5 | Consumer Discretionary |
5.02%
|
|
| 6 | Information Technology |
4.89%
|
|
| 7 | Industrials |
4.78%
|
|
| 8 | Financials |
4.77%
|
|
| 9 | Materials |
4.73%
|
|
| 10 | Consumer Staples |
4.49%
|
|
| 11 | Materials |
4.22%
|
|
| 12 | Energy |
4.07%
|
NJ ELSS Tax Saver Fund - Direct Plan is managed by NJ 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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