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NJ ELSS Tax Saver Scheme Direct Growth

NJ · Scheme 151611

15.12 0.07%NAV · 2026-09-18
54
Average FundScore
Start SIP
AUM
₹346 cr
Expense ratio
0.81%
3Y CAGR
12.3%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Dhaval PatelExit load: Nil
Average · 54/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Volatility: 14% annualised
  • Max drawdown: -23%
  • Expense ratio: 0.81%

📉 What could drag it down

  • Down 0.5% over the last year — currently out of favour.
  • 1Y return: -0.5%
  • Sharpe ratio: 0.56

FundScore breakdown

54/100 · Average
How it works →
40
Returns
Weak
50
Consistency
Average
36
Risk-adjusted
Weak
75
Downside protection
Strong
73
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.