15.54
NAV (Jul 26,2024)

The NJ ELSS Tax Saver Scheme - Regular Plan - Growth is a tax-saving investment option that aims to help individuals save on taxes while generating wealth in the long run. With a minimum investment of ₹500 and a lock period of 3 years, this scheme offers potential growth opportunities. It has an expense ratio of 2.33% and a PE ratio of 38.58, indicating its performance. As of now, the scheme holds assets under management worth ₹154.34. Established on June 16, 2023, this scheme provides an avenue for individuals to save tax efficiently.

Nj Elss Tax Saver Scheme Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Nj Elss Tax Saver Scheme Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    38.58
  • P/B Ratio
    UM_URBAN_MONEY

    13.26
  • Alpha
    UM_URBAN_MONEY

    0.07
  • Beta
    UM_URBAN_MONEY

    0.83
  • Sharpe
    UM_URBAN_MONEY

    0.26
  • Sortino
    UM_URBAN_MONEY

    0.49

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.33%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

154.34 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,356.18 (13.56%)11,651.38 (16.51%)14,597.7 (45.98%)-- (--)-- (--)
34,068.54 (13.56%)34,954.14 (16.51%)43,793.1 (45.98%)-- (--)-- (--)
56,780.9 (13.56%)58,256.9 (16.51%)72,988.5 (45.98%)-- (--)-- (--)
90,849.44 (13.56%)93,211.04 (16.51%)1,16,781.6 (45.98%)-- (--)-- (--)
1,13,561.8 (13.56%)1,16,513.8 (16.51%)1,45,977 (45.98%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Hindustan Aeronautics Limited4.88%
  • Sonata Software Limited4.71%
  • Nippon Life India Asset Management Limited4.58%
  • Bajaj Auto Limited4.51%
  • Bharat Electronics Limited4.47%
  • Colgate Palmolive India Limited4.23%
  • Coforge Limited4.13%
  • Tata Elxsi Limited4.07%
  • HDFC Asset Management Company Limited4.06%
  • LTIMindtree Limited4.06%
  • Power Grid Corporation of India Limited3.99%
  • HCL Technologies Limited3.99%
  • Britannia Industries Limited3.95%
  • Mahanagar Gas Limited3.92%
  • ICICI Securities Limited3.88%
  • MphasiS Limited3.87%
  • L&T Technology Services Limited3.86%
  • CRISIL Limited3.71%
  • Asian Paints Limited3.61%
  • Tata Consultancy Services Limited3.61%
  • Infosys Limited3.61%
  • ITC Limited3.49%
  • Bayer Cropscience Limited3.49%
  • Abbott India Limited3.31%
  • Marico Limited3.28%
  • Clearing Corporation of India Ltd0.62%
  • Net Receivables Payables0.13%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India ELSS Tax Saver Fund - GrowthFranklin India ELSS Tax Saver Fund - Growth

ELSS

Very High

20.92%

Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - GrowthBaroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.59%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.33%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

19.93%

HSBC Tax Saver Equity Fund - GrowthHSBC Tax Saver Equity Fund - Growth

ELSS

Very High

19.89%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Nippon India ELSS Tax Saver Fund - GrowthNippon India ELSS Tax Saver Fund - Growth

ELSS

Very High

17.06%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

15.88%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

Aditya Birla Sun Life Tax Plan - IDCWAditya Birla Sun Life Tax Plan - IDCW

ELSS

Very High

-0.81%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

54.02%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.30%

ITI ELSS Tax Saver Fund - Regular Plan - GrowthITI ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

46.21%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

40.30%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

39.52%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

36.10%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

34.96%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

31.85%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

28.69%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

27.97%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

25.15%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

24.06%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

20.08%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.80%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

19.78%

Union ELSS Tax Saver Fund - GrowthUnion ELSS Tax Saver Fund - Growth

ELSS

Very High

19.68%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.39%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

17.19%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.99%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.89%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

24.91%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.35%

Mirae Asset ELSS Tax Saver Fund - Regular Plan - GrowthMirae Asset ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.45%

Shriram ELSS Tax Saver Fund - Regular Plan - GrowthShriram ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

18.39%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

18.23%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

17.96%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

17.35%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.82%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.95%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

9.94%

Fund Managers

VS

Mr. Viral ShahFund Manager and Credit Analyst

DP

Mr. Dhaval Patel

Get your latest Credit Score, FREE

Compare with similar Funds

NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

vs

NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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NJ ELSS Tax Saver Scheme - Regular Plan - Growth

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FAQ's

What is the risk level associated with the NJ ELSS Tax Saver Scheme - Regular Plan - Growth?

The NJ ELSS Tax Saver Scheme - Regular Plan - Growth is a high-risk mutual fund with potential for high returns.

What is the current NAV (Net Asset Value) of the NJ ELSS Tax Saver Scheme - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the NJ ELSS Tax Saver Scheme - Regular Plan - Growth as of Jul 26,2024 is INR 15.54.

What is the expense ratio associated with the NJ ELSS Tax Saver Scheme - Regular Plan - Growth?

The NJ ELSS Tax Saver Scheme - Regular Plan - Growth has an expense ratio of 2.33%, making it a cost-effective option for investors looking to save on taxes in New Jersey.

What is the minimum investment amount required for the NJ ELSS Tax Saver Scheme - Regular Plan - Growth?

The NJ ELSS Tax Saver Scheme - Regular Plan - Growth requires a minimum investment of INR 500.

Is there a systematic investment plan (SIP) available for the NJ ELSS Tax Saver Scheme - Regular Plan - Growth?

Yes, the NJ ELSS Tax Saver Scheme - Regular Plan - Growth offers SIP starting from INR 500 per month.

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