scorecardresearch
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
NJ ELSS Tax Saver Scheme Direct Growth
NJ ELSS Tax Saver Scheme Direct Growth

NJ ELSS Tax Saver Scheme Direct Growth

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
  • Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Mar 27, 2025
i
Price per unit of the scheme.
₹ 13.7600 0.29% 1 Day Change
4.48%
Minimum Investment ₹500
Expense Ratio 0.61%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
NJ ELSS Tax Saver Scheme Direct Growth
VS
Equity: ELSS (Tax Savings) Average NAV
Topper in Equity: ELSS (Tax Savings)
All Fund
*For the other fund, rescaled NAVs are used
Share
  • Whatsapp
  • Twitter
  • Facebook

RETURN CALCULATOR

Check the return on your investment in the fund
NJ ELSS Tax Saver Scheme Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    ₹0

FUND MANAGER

Viral Shah
i
Lead Fund Manager.
Jun 19, 2023- Present
  • Fund Manager Rank -- Out of 36
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 4
  • Total AUM ₹ 4,337.97 Cr
  • Highest Return In 1 Yr 7.23 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
4.48%
4.31%
Very High Risk
₹227.21Cr
--
₹1,181.66
0.47%
--
Low Risk
₹178.49Cr
--
₹13.47
1.58%
2.84%
Low Risk
₹3,630.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
-8.27%
-7.23%
Very High Risk
₹227.21Cr
--
₹1,181.66
1.56%
--
Low Risk
₹178.49Cr
--
₹13.47
-3.92%
-2.95%
Low Risk
₹3,630.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
-17.16%
-13.08%
Very High Risk
₹227.21Cr
--
₹1,181.66
3.18%
--
Low Risk
₹178.49Cr
--
₹13.47
-10.56%
-6.51%
Low Risk
₹3,630.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹13.76
2.61%
6.97%
Very High Risk
₹227.21Cr
₹1,181.66
6.55%
--
Low Risk
₹178.49Cr
₹13.47
2.12%
5.87%
Low Risk
₹3,630.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
--
15.17%
Very High Risk
₹227.21Cr
--
₹1,181.66
--
--
Low Risk
₹178.49Cr
--
₹13.47
11.45%
11.19%
Low Risk
₹3,630.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
--
25.47%
Very High Risk
₹227.21Cr
--
₹1,181.66
--
--
Low Risk
₹178.49Cr
--
₹13.47
--
15.66%
Low Risk
₹3,630.92Cr
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return 4.48%
Category Return 4.31%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 0.47%
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return 1.58%
Category Return 2.84%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return -8.27%
Category Return -7.23%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 1.56%
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return -3.92%
Category Return -2.95%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return -17.16%
Category Return -13.08%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 3.18%
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return -10.56%
Category Return -6.51%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return 2.61%
Category Return 6.97%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 6.55%
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return 2.12%
Category Return 5.87%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return --
Category Return 15.17%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return --
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return 11.45%
Category Return 11.19%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return --
Category Return 25.47%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return --
Category Return --
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
Low Risk --
  • NAV ₹13.47
  • Fund Size ₹3,630.92Cr
Fund Return --
Category Return 15.66%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dhaval Patel
Jun 19, 2023- Present
  • Schemes managed 4
  • Total AUM ₹ 4,337.97 Cr
  • Highest Return In 1 Yr 7.23 %
Other Funds
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
4.48%
4.31%
Very High Risk
₹227.21Cr
--
₹1,181.66
0.47%
--
Low Risk
₹178.49Cr
--
₹12.02
0.39%
0.22%
Low Risk
₹301.35Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
-8.27%
-7.23%
Very High Risk
₹227.21Cr
--
₹1,181.66
1.56%
--
Low Risk
₹178.49Cr
--
₹12.02
1.57%
1.28%
Low Risk
₹301.35Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
-17.16%
-13.08%
Very High Risk
₹227.21Cr
--
₹1,181.66
3.18%
--
Low Risk
₹178.49Cr
--
₹12.02
3.43%
3.01%
Low Risk
₹301.35Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹13.76
2.61%
6.97%
Very High Risk
₹227.21Cr
₹1,181.66
6.55%
--
Low Risk
₹178.49Cr
₹12.02
7.23%
6.56%
Low Risk
₹301.35Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
--
15.17%
Very High Risk
₹227.21Cr
--
₹1,181.66
--
--
Low Risk
₹178.49Cr
--
₹12.02
--
6.36%
Low Risk
₹301.35Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
--
25.47%
Very High Risk
₹227.21Cr
--
₹1,181.66
--
--
Low Risk
₹178.49Cr
--
₹12.02
--
5.29%
Low Risk
₹301.35Cr
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return 4.48%
Category Return 4.31%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 0.47%
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return 0.39%
Category Return 0.22%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return -8.27%
Category Return -7.23%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 1.56%
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return 1.57%
Category Return 1.28%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return -17.16%
Category Return -13.08%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 3.18%
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return 3.43%
Category Return 3.01%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return 2.61%
Category Return 6.97%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return 6.55%
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return 7.23%
Category Return 6.56%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return --
Category Return 15.17%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return --
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return --
Category Return 6.36%
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
Very High Risk --
  • NAV ₹13.76
  • Fund Size ₹227.21Cr
Fund Return --
Category Return 25.47%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,181.66
  • Fund Size ₹178.49Cr
Fund Return --
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
Low Risk --
  • NAV ₹12.02
  • Fund Size ₹301.35Cr
Fund Return --
Category Return 5.29%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (99.50%)
DEBT (0.00%)
CASH (0.50%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    --
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    --
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    --
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    1.32
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    0.94
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    --
    This Fund
    VS
    0.85
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    87.74
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    --
    This Fund
    VS
    0.52
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    --
    This Fund
    VS
    14.23
    Category Avg
Benchmark used in calculation : BSE 200 India TR INR

PEER ANALYSIS

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
₹174.53
9.43%
4.31%
Very High Risk
₹1,182.15 Cr
₹52.31
8.43%
4.31%
Very High Risk
₹3,405.01 Cr
--
₹12.36
7.01%
4.31%
Very High Risk
₹95.54 Cr
₹166.81
6.96%
4.31%
Very High Risk
₹1,007.32 Cr
₹24.40
6.76%
4.31%
Very High Risk
₹343.31 Cr
₹129.37
6.61%
4.31%
Very High Risk
₹13,354.46 Cr
Bank of India Tax Advantage Fund Direct Plan Growth Bank of India Tax Advantage Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹174.53
  • Fund Size ₹1,182.15 Cr
Fund Return 9.43%
Category Return 4.31%
Motilal Oswal Long Term Equity Fund Direct Plan Growth Motilal Oswal Long Term Equity Fund Direct Plan Growth
VERY HIGH RISK
  • NAV ₹52.31
  • Fund Size ₹3,405.01 Cr
Fund Return 8.43%
Category Return 4.31%
Samco ELSS Tax Saver Fund Direct Growth Samco ELSS Tax Saver Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.36
  • Fund Size ₹95.54 Cr
Fund Return 7.01%
Category Return 4.31%
LIC MF ELSS-Direct Plan Growth Option LIC MF ELSS-Direct Plan Growth Option
VERY HIGH RISK
  • NAV ₹166.81
  • Fund Size ₹1,007.32 Cr
Fund Return 6.96%
Category Return 4.31%
ITI Long Term Equity Fund Direct Growth ITI Long Term Equity Fund Direct Growth
VERY HIGH RISK
  • NAV ₹24.40
  • Fund Size ₹343.31 Cr
Fund Return 6.76%
Category Return 4.31%
Nippon India Tax Saver (ELSS) Fund - Direct Plan - Growth Option Nippon India Tax Saver (ELSS) Fund - Direct Plan - Growth Option
VERY HIGH RISK
  • NAV ₹129.37
  • Fund Size ₹13,354.46 Cr
Fund Return 6.61%
Category Return 4.31%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
--
₹13.76
4.48%
4.31%
Very High Risk
₹227.21 Cr
--
₹13.47
1.58%
2.84%
Low Risk
₹3,630.92 Cr
--
₹1,181.66
0.47%
--
Low Risk
₹178.49 Cr
--
₹12.02
0.39%
0.22%
Low Risk
₹301.35 Cr
NJ ELSS Tax Saver Scheme Direct Growth NJ ELSS Tax Saver Scheme Direct Growth
VERY HIGH RISK --
  • NAV ₹13.76
  • Fund Size ₹227.21 Cr
Fund Return 4.48%
Category Return 4.31%
NJ Balanced Advantage Fund Direct Growth NJ Balanced Advantage Fund Direct Growth
LOW RISK --
  • NAV ₹13.47
  • Fund Size ₹3,630.92 Cr
Fund Return 1.58%
Category Return 2.84%
NJ Overnight Fund Direct Growth NJ Overnight Fund Direct Growth
LOW RISK --
  • NAV ₹1,181.66
  • Fund Size ₹178.49 Cr
Fund Return 0.47%
Category Return --
NJ Arbitrage Fund Direct Growth NJ Arbitrage Fund Direct Growth
LOW RISK --
  • NAV ₹12.02
  • Fund Size ₹301.35 Cr
Fund Return 0.39%
Category Return 0.22%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

NJ Asset Management Private Limited
NJ Asset Management Private Limited manages assets worth ₹ 6,181.62 crores. It’s current offering of mutual fund schemes includes 2 equity, 1 hybrid schemes.
Phone
022 68940000
Email
complianceamc@njgroup.in
AUM
₹ 6,181.62 Cr (
As on Feb 2025
)
Address
Unit No. 101A, 1st Floor ,Mumbai ,400051

FAQ’S

What is the category of NJ ELSS Tax Saver Scheme Direct Growth ?
The category of NJ ELSS Tax Saver Scheme Direct Growth is Equity - ELSS (Tax Savings)
What is the current NAV of NJ ELSS Tax Saver Scheme Direct Growth ?
The current NAV of NJ ELSS Tax Saver Scheme Direct Growth (as on Mar 27, 2025) is ₹ 13.76
How safe is NJ ELSS Tax Saver Scheme Direct Growth?
The risk level of NJ ELSS Tax Saver Scheme Direct Growth is Very High .
What are short term returns given by NJ ELSS Tax Saver Scheme Direct Growth?
The return given by NJ ELSS Tax Saver Scheme Direct Growth in 1 month is 4.48%, 3 months is -8.27%, 6 months is -17.16%, and 1 year is 2.61%.
What are the long term returns given by NJ ELSS Tax Saver Scheme Direct Growth?
The return given by NJ ELSS Tax Saver Scheme Direct Growth in 3 years is -- and 5 years is --.
What is the expense ratio of NJ ELSS Tax Saver Scheme Direct Growth?
The expense ratio of NJ ELSS Tax Saver Scheme Direct Growth is 0.61 %
What is the AUM of NJ ELSS Tax Saver Scheme Direct Growth
The assets under Management (AUM) of NJ ELSS Tax Saver Scheme Direct Growth is Rs 227.21 crores.
What is the minimum investment in NJ ELSS Tax Saver Scheme Direct Growth?
The minimum Lumpsum investment in NJ ELSS Tax Saver Scheme Direct Growth is ₹500 and the minimum SIP investment in NJ ELSS Tax Saver Scheme Direct Growth is ₹500
What is the asset allocation of NJ ELSS Tax Saver Scheme Direct Growth?
The NJ ELSS Tax Saver Scheme Direct Growth has an exposure of 99.50% in Equity, and 0.50% in Cash & Money Market Securities
Advertisement