FundLens
50
ELSS (Tax Saver)Hold

Bajaj Finserv ELSS Tax Saver

Bajaj Finserv · Direct–Growth · rank #20 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
2.4%
+4.4% vs index
3 Years
5 Years
Since launch
10.1%

Year-by-year performance

last entry = YTD
2026
+0.9%

Why this score

Bajaj Finserv ELSS Tax Saver scores 50/100 — #20 of 38 ELSS (Tax Saver) fund (Hold). It stands out for volatility and alpha — beating 82% of peers on volatility. The main drag is its fund size (better than only 9% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

Fund size91.92 Cr · 9th percentile in category
Volatility13.01 · 82nd percentile in category
Alpha3.79 · 88th percentile in category
Expense ratio1.30% · 22nd percentile in category
1Y return2.36% · 75th percentile in category
Sharpe ratio0.27 · 41st percentile in category

Top holdings

top 5 = 26.4% of portfolio
1.ICICI Bank Ltd6.71%
2.Reliance Industries Ltd5.93%
3.HDFC Bank Ltd5.82%
4.State Bank of India4.36%
5.Divi's Laboratories Ltd3.6%

43 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other ELSS (Tax Saver) funds