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F&O
1M
6M
All
NAV: 09 Oct 2025
₹11.32
Rating
NA
Min. SIP amount
₹500
Fund size
₹61.97Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (68)
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Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity ELSS
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | 0.8% | -1.9% | 7.8% | 12.5% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 33 | 36 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | 5 | -1.3% | 25.1% | 30,419.61 |
HDFC ELSS Tax Saver Fund Direct Plan Growth | 5 | 4.5% | 22.8% | 16,644.54 |
Parag Parikh ELSS Tax Saver Fund Direct Growth | 5 | 4.0% | 18.9% | 5,638.79 |
Quantum ELSS Tax Saver Fund Direct Growth | 4 | -0.5% | 18.8% | 218.39 |
Bandhan ELSS Tax Saver Fund Direct Plan Growth | 4 | -0.9% | 16.8% | 6,899.23 |
Expense ratio, exit load and tax
Expense ratio: 0.49%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Nimesh ChandanDec 2024 - PresentView details
Nimesh Chandan
Dec 2024 - Present
View details
Education
Mr. Chandan is an MBA in Finance.
Experience
He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
Also manages these schemes
Siddharth ChaudharyDec 2024 - PresentView details
Siddharth Chaudhary
Dec 2024 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sorbh GuptaDec 2024 - PresentView details
Sorbh Gupta
Dec 2024 - Present
View details
Education
Mr. Gupta is a B.Com, CA and CFA.
Experience
Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
S. No - 239/2, 11th Floor, Office No. 1101 A and 1101 B,Sky One Corporate Park, Lohegaon, Pune, Maharashtra Pune 411032
Phone
NA
Launch Date
18 Oct 2021
Bajaj Finserv Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity ELSS
Pros
Exit load is zero
Lower expense ratio: 0.49%
Cons
Lock-in period: 3Y
Compare funds
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
VS
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