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BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - IDCW

— · ELSS
High
₹11.49
Current NAV
25 Jun 2026
29.3%
1Y Return
11.3%
3Y CAGR
19.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.73).
  • Very large asset base (AUM: ₹20,280 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.73
Sharpe Ratio
1.53
Beta
3.73
Alpha
0.97
Sortino
Fund Details
Category ELSS
AUM ₹20280 Cr
Expense Ratio 1.13%
Min SIP ₹500
Min Lumpsum ₹1000
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