NJ ELSS Tax Saver Scheme Regular Growth
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.3%
Sharpe Ratio-0.15
Beta1.21
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Asset Management Co LtdFinancial Services4.47%
Gillette India LtdConsumers4.41%
Polycab India LtdCapital Goods4.37%
Bayer CropScience LtdCapital Goods4.34%
Coromandel International LtdCapital Goods4.33%
Indian Energy Exchange LtdFinancial Services4.28%
Dr. Lal PathLabs LtdServices4.22%
Marico LtdConsumers4.12%
Pidilite Industries LtdCapital Goods4.09%
Page Industries LtdConsumers4.07%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.32%
Regulatory & Tax Information
INF0J8L01099
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)