NJ ELSS Tax Saver Scheme is an open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns
Since Launch in Jun 16, 2023
9.22
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.57%
Volatility
N/A
Fund House
NJ Mutual Fund
Fund Manager
Mr. Viral Shah, Mr. Dhaval Patel and Mr. Jaimin Ilavia.
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.