InvestVerdict
Bajaj Finserv ELSS - Tax Saver Fund
Direct Plan · IDCW · ELSS (Tax Saving) · Scheme code 153203
Fund houseBajaj Finserv Mutual Fund
CategoryELSS (Tax Saving)
Plan & optionDirect · IDCW
History1.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.59 | 4.21 | 4.87 | 8.70 | — | — | — | — | 12.46 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| ELSS (Tax Saving) category median |
— | — | — | 3.06 | 13.90 | 13.17 | — | 13.83 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 13.0% | 0.46 | 0.67 | 1.04 | 1.41% | -13.5% | 94.94 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 18 months this scheme and its benchmark share.