NJ ELSS Tax Saver Scheme – Direct Growth

₹ -
Min SIP
₹ 500
Min Lumpsum
0.49 %
Expense Ratio
Rating
216
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 48.4% - - 49.3%
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
5.54%
Others
69.14%
View all Holdings
Holdings Sector Instrument Asset
Hind.Aeronautics Aerospace & Defence Equity 8.07%
Bharat Electron Aerospace & Defence Equity 6.54%
Nippon Life Ind. Finance Equity 5.81%
Bajaj Auto Automobile Equity 5.54%
Power Grid Corpn Power Generation & Distribution Equity 4.9%
Mahanagar Gas Gas Distribution Equity 4.59%
HDFC AMC Finance Equity 4.46%
Colgate-Palmoliv FMCG Equity 4.19%
Bayer Crop Sci. Agro Chemicals Equity 3.71%
ICICI Securities Stock/ Commodity Brokers Equity 3.6%
Britannia Inds. FMCG Equity 3.57%
Abbott India Pharmaceuticals Equity 3.52%
HCL Technologies IT - Software Equity 3.49%
Sonata Software IT - Software Equity 3.31%
TCS IT - Software Equity 3.27%
Marico Edible Oil Equity 3.23%
Infosys IT - Software Equity 3.23%
CRISIL Credit Rating Agencies Equity 3.2%
L&T Technology IT - Software Equity 3.17%
Coforge IT - Software Equity 3.16%
Mphasis IT - Software Equity 3.05%
LTIMindtree IT - Software Equity 3.05%
Tata Elxsi IT - Software Equity 2.86%
ITC Tobacco Products Equity 2.83%
Asian Paints Paints/Varnish Equity 2.73%
IT-Software
25.11%
Aerospace & Defense
15.06%
Capital Markets
14.18%
Automobiles
5.73%
Power
4.96%
Others
34.96%
View all Sectors
Sectors Asset
IT-Software 25.11%
Aerospace & Defense 15.06%
Capital Markets 14.18%
Automobiles 5.73%
Power 4.96%
Personal Products 4.23%
Gas 4.03%
Food Products 3.65%
Pharmaceuticals & Biotech 3.57%
Agricultural Food & other 3.39%
Finance 3.34%
IT-Services 3.13%
Diversified FMCG 3.06%
Fertilisers & Agrochemica 3.01%
Consumer Durables 2.91%
Debt 0.56%
Cash & Others 0.08%
Equity
99.08%
Reverse Repos
0.6%
Net Curr Ass/Net Receivables
0.32%

Advance Ratio

6.01
Alpha
3.78
SD
1
Beta
2.52
Sharpe

Exit Load

Exit Load Nil

Fund Objective

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.

Fund Managers

Viral Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

NJ Mutual Fund
AUM:
5,894 Cr
Address:
Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra East Mumbai - 400051
Contact:
022 68940000
Email ID:
complianceamc@njgroup.in

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Frequently Asked Questions

How to invest in NJ ELSS Tax Saver Scheme – Direct Growth ?

You can invest in NJ ELSS Tax Saver Scheme – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for NJ ELSS Tax Saver Scheme – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of NJ ELSS Tax Saver Scheme – Direct Growth ?

The NAV of NJ ELSS Tax Saver Scheme – Direct Growth is ₹15.5 as of 23 July 2024.

How to redeem NJ ELSS Tax Saver Scheme – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of NJ ELSS Tax Saver Scheme – Direct Growth?

The top stock holdings of NJ ELSS Tax Saver Scheme – Direct Growth are
  1. Hind.Aeronautics - 8.07%
  2. Bharat Electron - 6.54%
  3. Nippon Life Ind. - 5.81%
  4. Bajaj Auto - 5.54%
  5. Power Grid Corpn - 4.9%

How can I redeem my investments in NJ ELSS Tax Saver Scheme – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select NJ ELSS Tax Saver Scheme – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have NJ ELSS Tax Saver Scheme – Direct Growth generated ?

The NJ ELSS Tax Saver Scheme – Direct Growth has delivered 49.3% since inception

What is the expense ratio of NJ ELSS Tax Saver Scheme – Direct Growth ?

The expense ratio of NJ ELSS Tax Saver Scheme – Direct Growth is 0.49 % as of 23 July 2024.

What is the AUM of NJ ELSS Tax Saver Scheme – Direct Growth?

The AUM of NJ ELSS Tax Saver Scheme – Direct Growth is ₹5,894 Cr as of 23 July 2024

What are the top sectors NJ ELSS Tax Saver Scheme – Direct Growth has invested in?

The top sectors NJ ELSS Tax Saver Scheme – Direct Growth has invested in are
  1. IT-Software - 25.11%
  2. Aerospace & Defense - 15.06%
  3. Capital Markets - 14.18%
  4. Automobiles - 5.73%
  5. Power - 4.96%

Can I make investments in both the SIP and Lump Sum schemes of NJ ELSS Tax Saver Scheme – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of NJ ELSS Tax Saver Scheme – Direct Growth based on your investment objective and risk tolerance.
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