NJ ELSS Tax Saver Scheme Direct Growth

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF0J8L01115

NAV · 06-Jul-2026

₹14.8300

+4.54%

-0.27%

1Y (CAGR)

-4.29%

3Y (CAGR)

+13.24%

5Y (CAGR)

—

Since inception (CAGR)

+13.57%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

14.19%

Downside dev (3y)

11.21%

Max drawdown (3y)

-22.8%

Sharpe (3y)

0.47

SIP XIRR (3y)

+3.90%

Calendar-year returns

2024 +15.9%2025 -2.8%

Fund facts

Fund managerViral Shah · Dhaval Patel · Jaimin Ilavia

AUM₹3,276 Cr

Expense ratio0.55% · 2026-05-31

TER · AMFI officialDirect 0.79% · Regular 2.71% (2026-06-30)

Launch date13-Mar-2023

Plan typeOpen Ended · Equity

Min lumpsum₹500

Min SIP₹500

Lock-in3 yr

Volatility14.12

AMCNJ Asset Management Private Limited

Objective · The investment objective of the scheme is to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

scheme documents ↗