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Bajaj Finserv ELSS Tax Saver Fund Direct-Growth

Equity: ELSS - Growth (Open ended)

Bajaj Finserv ELSS Tax Saver Fund Direct-GrowthNAV: 11.90 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: ELSSBenchmark: BSE 500 Total Return Index

NAV: ₹11.9+0.00%

17 Jul 2026

Similar Funds

Side-by-side comparison of Bajaj Finserv ELSS Tax Saver Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+3.71%	0.30%	7 / 40
3Y Return	—	13.23%	—
5Y Return	—	12.93%	—
10Y Return	—	14.41%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

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Funds in Equity: ELSS

Top funds by AUM in the Equity: ELSS category — see how Bajaj Finserv ELSS Tax Saver Fund Direct-Growth compares on size and returns.

Axis ELSS Tax Saver Direct Plan-Growth

SBI ELSS Tax Saver Fund Direct-Growth

Mirae Asset ELSS Tax Saver Fund Direct-Growth

DSP ELSS Tax Saver Fund Direct Plan-Growth

HDFC ELSS Tax Saver Fund Direct Plan-Growth

Funds Tracking BSE 500 Total Return Index

Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.

SBI Contra Direct Plan-Growth

SBI Focused Fund Direct Plan-Growth

SBI ELSS Tax Saver Fund Direct-Growth

SBI Flexicap Fund Direct-Growth

ICICI Prudential Flexicap Fund Direct-Growth

Frequently Asked Questions

Which funds are similar to Bajaj Finserv ELSS Tax Saver Fund Direct-Growth?

Funds similar to Bajaj Finserv ELSS Tax Saver Fund Direct-Growth in the Equity: ELSS category include Axis ELSS Tax Saver Direct Plan-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.

What is the rank of Bajaj Finserv ELSS Tax Saver Fund Direct-Growth in its category?

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

How does Bajaj Finserv ELSS Tax Saver Fund Direct-Growth's expense ratio compare to similar funds?

Bajaj Finserv ELSS Tax Saver Fund Direct-Growth has an expense ratio of 1.28%. The peers Axis ELSS Tax Saver Direct Plan-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.

How does Bajaj Finserv ELSS Tax Saver Fund Direct-Growth's AUM compare to similar funds?

Bajaj Finserv ELSS Tax Saver Fund Direct-Growth has an AUM of ₹87.4 crore. The peers Axis ELSS Tax Saver Direct Plan-Growth has an AUM of ₹31,869.3 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹31,839.3 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.

Which fund has the best 3-year returns in the Equity: ELSS?

The top performing fund in the Equity: ELSS category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 22.22% as of 16 Jul 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.

How does Bajaj Finserv ELSS Tax Saver Fund Direct-Growth rank in risk-adjusted returns vs peers?

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