NJ ELSS Tax Saver Fund Regular IDCW

Factsheet

As of 31 Aug 2026

Inception

16 Jun 2023

Fund managers

Mr. Viral Shah, Mr. Dhaval Patel, Mr. Jaimin Ilavia

Benchmark

NIFTY 500 TRI

AUM

350 crore

Regular expense

2.57%

Direct expense

0.81%

Portfolio turnover

0.65

Minimum investment

₹ 500

SIP minimum

₹ 500

Exit load

Nil Tier 1 Benchmark: NIFTY 500 TRI Tier 2 Benchmark: Nifty MidSmallcap400 Momentum Quality 100 TRI Additional Benchmark: Nifty 50 TRI Name of the Fund Manager: Mr. Viral Shah, Mr. Dhaval Patel and Mr. Jaimin Ilavia. Work Experience: Mr. Dhaval Patel - 20 years, Mr. Viral Shah - 23 years and Mr. Jaimin Ilavia - 11 years. Managing the Scheme Since: Mr. Viral Shah is managing the scheme from since i

Standard deviation

15.97%

Beta

0.94

Sharpe

0.32