How to check the XIRR of NJ ELSS Tax Saver Scheme Direct Growth?

You can track the exact XIRR and portfolio overlapping of NJ ELSS Tax Saver Scheme Direct Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for NJ ELSS Tax Saver Scheme Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare NJ ELSS Tax Saver Scheme Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

NJ ELSS Tax Saver Scheme Direct Growth

NJ Mutual Fund

Expense Ratio: 0.56

Risk: Very High

Equity Scheme - ELSS

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 13-03-2023

Exit Load: Nil

Fund Size:₹313.66 Cr

Performance

Fund-5.30%

Cat. Avg.-0.25%

Fund-1.90%

Cat. Avg.1.05%

Fund12.23%

Cat. Avg.13.31%

FundN/A

Cat. Avg.12.83%

10Y

FundN/A

Cat. Avg.14.53%

Fund13.54%

Cat. Avg.14.60%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Pidilite Industries Limited	Equity	Listed	Large Cap	Chemicals & Petrochemicals	18.94	5.70%
2	Page Industries Limited	Equity	Listed	Mid Cap	Textiles & Apparels	18.39	5.53%
3	Bosch Limited	Equity	Listed	Mid Cap	Auto Components	18.13	5.45%
4	JSW Dulux Limited	Equity	Listed	Small Cap	Consumer Durables	17.89	5.38%
5	Marico Limited	Equity	Listed	Mid Cap	Agricultural Food & other Products	17.65	5.31%
6	AU Small Finance Bank Limited	Equity	Listed	Mid Cap	Banks	16.28	4.90%
7	ABB India Limited	Equity	Listed	Large Cap	Electrical Equipment	15.90	4.78%
8	Mphasis Limited	Equity	Listed	Mid Cap	IT - Software	15.53	4.67%
9	The Great Eastern Shipping Company Limited	Equity	Listed	Small Cap	Transport Services	15.38	4.63%
10	Hero MotoCorp Limited	Equity	Listed	Mid Cap	Automobiles	15.38	4.63%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61356	+2.3%	+4.6%
2Y	07 Aug, 24	1.20 L.	1.21 L.	+1.1%	+1.1%
3Y	07 Aug, 23	1.80 L.	1.92 L.	+6.4%	+4.2%
SI	07 Jul, 23	1.85 L.	1.99 L.	+7.5%	+4.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	94942	-5.1%	N/A
2Y	22 Jul, 24	1 L.	95370	-4.6%	-2.4%
3Y	20 Jul, 23	1 L.	1.41 L.	+41.4%	+12.2%
SI	19 Jun, 23	1 L.	1.48 L.	+48.0%	+13.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.