Bajaj Finserv ELSS Tax Saver Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Bajaj Finserv ELSS Tax Saver Fund - Regular (G) (45385) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Bajaj Finserv ELSS Tax Saver Fund - Regular (G)
Bajaj Finserv Asset Management Ltd
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
New Team
Quality Score
Below Average
Bajaj Finserv ELSS Tax Saver Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 5.96% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 5.99% |
| Reliance Industries Ltd | Refineries | 3.99% |
| Infosys Ltd | IT - Software | 3.86% |
| Net CA & Others | Debt Others | 3.32% |
| ICICI Bank Ltd | Banks | 3.18% |
| UltraTech Cement Ltd | Cement | 2.73% |
| Bharat Electronics Ltd | Aerospace & Defence | 2.46% |
| State Bank of India | Banks | 2.40% |
| Mahindra & Mahindra Ltd | Automobile | 2.35% |
| Indus Towers Ltd | Telecom Equipment & Infra Services | 2.09% |
Sector Breakdown
Compare against ELSS category average
Performance Summary
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
Bajaj Finserv ELSS Tax Saver Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 0.01% | 0.01% | 12.57% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 1.94% | 2.88% | 15.64% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | -0.06% | -0.19% | 12.13% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 1.86% | 2.71% | 15.27% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 2.08% | 2.90% | 16.49% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 2.02% | 2.73% | 16.13% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 1.03% | 2.98% | 15.71% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 1.03% | 2.98% | 15.71% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 0.99% | 2.85% | 15.41% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 0.79% | 0.76% | 12.50% |
Category Average Returns
Nimesh Chandan
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.