Funds similar to Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth in the Equity: ELSS - Tax Saver category include Axis ELSS - Tax Saver Direct-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth is shown in the Trailing Returns section above.

Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth has an expense ratio of 1.28%. The peers Axis ELSS - Tax Saver Direct-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.23%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth has an AUM of ₹88.14 crore. The peers Axis ELSS - Tax Saver Direct-Growth has an AUM of ₹30,269.1 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹30,026.6 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Equity: ELSS - Tax Saver category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 18.15% as of 22 Oct 2026. Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Bajaj Finserv ELSS - Tax Saver Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.