Bajaj Finserv ELSS - Tax Saver Fund

Primarily market-linked growth exposure

To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved.

How the money may be invested

Equity and Equity Related Securities - 80% - 100%, Debt and Money Market Instruments* and Units of Mutual Fund schemes - 0% - 20% *Debt instruments shall be deemed to include securitized debts (excluding foreign securitized debt). Money market instruments will include Commercial papers, Commercial bills, Treasury bills, Government securities having an unexpired maturity up to one year, Tri-party Repos on Government securities or treasury bills (TREPS), Certificate of deposit, Usance bills, permitted securities under a repo / reverse repo agreement and any other like instruments may be permitted by RBI / SEBI from time to time, subject to necessary regulatory approvals.

SEBI category

ELSS Fund

Fund type

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit

Primary benchmark

BSE 500 Total Return Index (TRI)

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Mr. Nimesh Chandan (Equity Portion) · Mr. Sorbh Gupta (Equity Portion) , FM-3- Mr. Siddharth Chaudhary (Debt Portion)

Manager tenure on this scheme

Since Since Inception

Role / co-management

Mr. Nimesh Chandan and Mr. Sorbh Gupta (Equity Portion) (Primary), Mr. Siddharth Chaudhary (Debt Portion) (Primary)

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 2.95%, Direct 1.26%

Exit load

Entry load – Nil Exit load – Nil The Trustee / AMC reserves the right to change the load structure any time in the future if they so deem fit on a prospective basis. The investor is requested to check the prevailing load structure of the scheme before investing.

Minimum application

Rs. 500 · multiples of Rs. 500

SIP frequency

SIP - Daily, Weekly, Fortnightly, Monthly, Quarterly SWP - Monthly, Quarterly, Half Yearly, Yearly STP - Daily, Weekly, Monthly, Quarterly

Minimum SIP amount

SIP & STP - Rs. 500 SWP - Rs. 1000

Minimum instalments

SIP - 6, SWP - 2, STP - 6

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.