EquityELSSDirect · Growth
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
Bajaj Finserv · Scheme 153201
₹12.04▲ 0.44%NAV · 2026-09-18
Decent FundScore
AUM
₹89 cr
Expense ratio
1.30%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Nimesh ChandanExit load: Nil
Decent · 62/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 14%.
- ✓1Y return vs category: +5.5% vs category avg
- ✓Alpha vs benchmark: +8.6%
- ✓Volatility: 13% annualised
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.49) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +8.3%
- •Sharpe ratio: 0.49
FundScore breakdown
62/100 · Decent
Returns
Decent
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Average
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.