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Bajaj Finserv ELSS Tax Saver Fund
Fund Overview
| Expense ratio | 0.49% as on Aug 31, 2025 |
| Exit load | 0% |
| AUM (Fund size) | ₹62 Cr |
| Lock-in Period | 3 Years |
| Age | 9 m since Dec 24, 2024 |
| Benchmark | BSE 500 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Bajaj Finserv ELSS Tax Saver Fund | 1.03% | 5.5% | N.A. | N.A. | N.A. | N.A. |
| Parag Parikh ELSS Tax Saver Fund | 1.61% | 6.06% | 1.52% | 20.16% | 22.11% | 13.05% |
| HDFC ELSS Tax Saver Fund | 1.33% | 8.69% | 0.96% | 23.51% | 26.26% | 15.07% |
| SBI ELSS Tax Saver Fund | 0.67% | 5.02% | -5.45% | 25.57% | 25.64% | 15.3% |
| DSP ELSS Tax Saver Fund | 1.47% | 4.52% | -4.63% | 21.11% | 24.48% | 16.98% |
| Kotak ELSS Tax Saver Fund | 1.03% | 7.23% | -6.32% | 18.02% | 21.9% | 15.6% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Bajaj Finserv ELSS Tax Saver Fund | N.A. | N.A. | N.A. | N.A. |
| Parag Parikh ELSS Tax Saver Fund | 9.79 | 0.67 | 1.20 | 1.92 |
| HDFC ELSS Tax Saver Fund | 11.49 | 0.84 | 1.23 | 2.13 |
| SBI ELSS Tax Saver Fund | 13.48 | 0.96 | 1.17 | 1.99 |
| DSP ELSS Tax Saver Fund | 13.35 | 0.97 | 0.91 | 1.87 |
| Kotak ELSS Tax Saver Fund | 12.91 | 0.92 | 0.75 | 1.03 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Bajaj Finserv ELSS Tax Saver Fund | 62 Cr | 9 m | 0.49% |
| Parag Parikh ELSS Tax Saver Fund | 5,524 Cr | 6 yrs 2 m | 0.62% |
| HDFC ELSS Tax Saver Fund | 16,525 Cr | 12 yrs 8 m | 1.09% |
| SBI ELSS Tax Saver Fund | 29,937 Cr | 12 yrs 8 m | 0.95% |
| DSP ELSS Tax Saver Fund | 16,475 Cr | 12 yrs 8 m | 0.69% |
| Kotak ELSS Tax Saver Fund | 6,201 Cr | 12 yrs 8 m | 0.62% |