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.
