NJ ELSS Tax Saver Fund
NJ ELSS Tax Saver Fund is a elss fund of NJ Mutual Fund with ₹332 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 2 periods. Its direct plan charges 0.77% a year. Viral Shah has managed it for 3.3 years.
Has NJ ELSS Tax Saver Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 1 of 2 periods in AMFI's figures; −4.10% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.93% | −3.60% | — |
| 3 months | −3.65% | −5.03% | — |
| 6 months | +0.07% | −1.83% | — |
| 1 year | −3.59% | −4.06% | +0.47 pts |
| 3 years | +8.40% | +9.27% | −0.87 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 19 Jun 2023 | +11.19% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −4.10% | −5.75% | −4.30% | +0.20 | 🔒 |
| 3y | +8.38% | +6.46% | +9.33% | −0.95 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jun 2023 to 14 Oct 2026₹100 put in at the start of Jun 2023 would be ₹140 on 14 Oct 2026, against ₹138 in the Nifty 500 TRI.
What does NJ ELSS Tax Saver Fund cost?
0.77% a year on the direct plan, 2.54% on the regular plan; 1 of 21 funds in its category charge less.
Who manages NJ ELSS Tax Saver Fund?
Viral Shah, since 19 Jun 2023; Dhaval Patel, since 19 Jun 2023; Jaimin Ilavia, since 19 Jun 2023.
What does NJ ELSS Tax Saver Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages NJ ELSS Tax Saver Fund?
Viral Shah (manager) since 19 Jun 2023; Dhaval Patel (manager) since 19 Jun 2023; Jaimin Ilavia (manager) since 19 Jun 2023.
What is the expense ratio of NJ ELSS Tax Saver Fund?
0.77% a year on the direct plan and 2.54% on the regular plan (expense report, Oct 2026).
How has NJ ELSS Tax Saver Fund done?
Its direct plan returned +8.38% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See NJ ELSS Tax Saver Fund beside your own funds in Valarth
