NJ ELSS Tax Saver Scheme – Direct (IDCW)
₹ -
Min SIP
₹ 500
Min Lumpsum
0.5 %
Expense Ratio
Rating
183
Fund Size (in Cr)
11 Months
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 32.4% | ||||
| Category Average | - | - | - | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
8.83
Alpha
3.97
SD
1.02
Beta
2.34
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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 38
-
38.6%Fund Size - 38
-
31%Fund Size - 38
-
24.9%Fund Size - 38
-
- Equity .
- ELSS .
-
- 36
-
37.7%Fund Size - 36
-
30.4%Fund Size - 36
-
24.5%Fund Size - 36
-
- Equity .
- ELSS .
-
- 77
-
37.5%Fund Size - 77
-
30.3%Fund Size - 77
-
24%Fund Size - 77
-
- Equity .
- ELSS .
-
- 30
-
37.8%Fund Size - 30
-
29.1%Fund Size - 30
-
24.3%Fund Size - 30
-
- Equity .
- ELSS .
-
- 68
-
43.3%Fund Size - 68
-
25.5%Fund Size - 68
-
25.3%Fund Size - 68
AMC Contact Details
NJ Mutual Fund
AUM:
5,540 Cr
Address:
Unit No. 101A, 1st Floor,
Hallmark Business Plaza,
Bandra East Mumbai - 400051
Contact:
022 68940000
Email ID:
complianceamc@njgroup.in
More Funds from NJ Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 3,964
-
27.4%Fund Size - 3,964
-
-Fund Size - 3,964
-
-Fund Size - 3,964
-
- Equity .
- ELSS .
-
- 183
-
-Fund Size - 183
-
-Fund Size - 183
-
-Fund Size - 183
-
- Hybrid .
- Arbitrage .
-
- 362
-
8.1%Fund Size - 362
-
-Fund Size - 362
-
-Fund Size - 362
-
- Debt .
- Overnight .
-
- 149
-
6.7%Fund Size - 149
-
-Fund Size - 149
-
-Fund Size - 149
-
- 3,964
-
27.4%Fund Size - 3,964
-
-Fund Size - 3,964
-
-Fund Size - 3,964
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
36.8%Fund Size - 1,863
-
19.9%Fund Size - 1,863
-
19.7%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
27.6%Fund Size - 12,577
-
16.3%Fund Size - 12,577
-
19.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
37.7%Fund Size - 24,378
-
24.9%Fund Size - 24,378
-
19.2%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
36.3%Fund Size - 53,505
-
21%Fund Size - 53,505
-
19.1%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
30.9%Fund Size - 828
-
18.8%Fund Size - 828
-
18.6%Fund Size - 828
Frequently Asked Questions
How to invest in NJ ELSS Tax Saver Scheme – Direct (IDCW) ?
You can invest in NJ ELSS Tax Saver Scheme – Direct (IDCW) 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 (IDCW) 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 (IDCW) ?
The NAV of NJ ELSS Tax Saver Scheme – Direct (IDCW) is ₹13.2 as of 10 May 2024.
How to redeem NJ ELSS Tax Saver Scheme – Direct (IDCW) 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 (IDCW)?
The top stock holdings of NJ ELSS Tax Saver Scheme – Direct (IDCW) are
- Hind.Aeronautics - 6.58%
- Nippon Life Ind. - 5.78%
- Bajaj Auto - 5.67%
- Bharat Electron - 5.44%
- Power Grid Corpn - 4.87%
How can I redeem my investments in NJ ELSS Tax Saver Scheme – Direct (IDCW)?
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 (IDCW) in Scheme, enter the redemption amount, and click on submit button.
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 (IDCW) in Scheme, enter the redemption amount, and click on submit button.
How much returns have NJ ELSS Tax Saver Scheme – Direct (IDCW) generated ?
The NJ ELSS Tax Saver Scheme – Direct (IDCW) has delivered 32.4% since inception
What is the expense ratio of NJ ELSS Tax Saver Scheme – Direct (IDCW) ?
The expense ratio of NJ ELSS Tax Saver Scheme – Direct (IDCW) is 0.5 % as of 10 May 2024.
What is the AUM of NJ ELSS Tax Saver Scheme – Direct (IDCW)?
The AUM of NJ ELSS Tax Saver Scheme – Direct (IDCW) is ₹5,540 Cr as of 10 May 2024
What are the top sectors NJ ELSS Tax Saver Scheme – Direct (IDCW) has invested in?
The top sectors NJ ELSS Tax Saver Scheme – Direct (IDCW) has invested in are
- IT-Software - 30.72%
- Capital Markets - 13.64%
- Aerospace & Defense - 9.77%
- Automobiles - 4.95%
- Gas - 4.57%
Can I make investments in both the SIP and Lump Sum schemes of NJ ELSS Tax Saver Scheme – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of NJ ELSS Tax Saver Scheme – Direct (IDCW) based on your investment objective and risk tolerance.