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BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH

— · ELSS
High
₹11.77
Current NAV
25 Jun 2026
10.7%
1Y Return
16.7%
3Y CAGR
11.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.57%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.27).
  • Very large asset base (AUM: ₹19,820 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.27
Sharpe Ratio
1.47
Beta
-2.73
Alpha
1.61
Sortino
Fund Details
Category ELSS
AUM ₹19820 Cr
Expense Ratio 0.57%
Min SIP ₹500
Min Lumpsum ₹1000
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