NJ ELSS Tax Saver Scheme - Regular (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of NJ ELSS Tax Saver Scheme - Regular (IDCW) (43944) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
NJ ELSS Tax Saver Scheme - Regular (IDCW)
NJ Asset Management Pvt Ltd
The investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. However, there is no assurance or guarantee 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
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
NJ ELSS Tax Saver Scheme - Regular (IDCW) - 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
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 6.52% 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 Asset Management Company Ltd | Finance | 5.04% |
| Coromandel International Ltd | Fertilizers | 4.86% |
| Gillette India Ltd | FMCG | 4.84% |
| Polycab India Ltd | Cables | 4.75% |
| Bayer CropScience Ltd | Agro Chemicals | 4.61% |
| Metropolis Healthcare Ltd | Healthcare | 4.57% |
| Dr Lal Pathlabs Ltd | Healthcare | 4.55% |
| Page Industries Ltd | Readymade Garments/ Apparells | 4.09% |
| Abbott India Ltd | Pharmaceuticals | 4.01% |
| Mphasis Ltd | IT - Software | 4.00% |
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
NJ ELSS Tax Saver Scheme - Regular (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.09 | 0.01% | 12.57% | -2.82% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1575.49 | 2.88% | 15.64% | 2.75% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1496.80 | -0.19% | 12.13% | -3.58% |
| HDFC ELSS Tax Saver Fund (G) | ₹1456.73 | 2.71% | 15.27% | 2.12% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1066.44 | 2.90% | 16.49% | 0.40% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹959.28 | 2.73% | 16.13% | -0.22% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹555.19 | 2.98% | 15.71% | 0.49% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹554.62 | 2.98% | 15.71% | 0.49% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹518.69 | 2.85% | 15.41% | -0.04% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹478.67 | 0.76% | 12.50% | -2.79% |
Category Average Returns
Viral Shah
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.