44
ELSS (Tax Saver)Avoid
Bajaj Finserv ELSS Tax Saver
Bajaj Finserv · Direct–Growth · rank #25 of 38 by Smart Score
Data updated
Trailing returns
1 Year
0.1%
+4.8% vs index
3 Years
—
5 Years
—
Since launch
8.5%
Year-by-year performance
2026
-0.8%+5.2% vs index
Why this score
Bajaj Finserv ELSS Tax Saver scores 44/100 — #25 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility and alpha — beating 88% of peers on volatility. The main drag is its sharpe ratio (better than only 20% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Volatility13.06 · 88th percentile in category
Sharpe ratio0.15 · 20th percentile in category
Fund size88.14 Cr · 9th percentile in category
Alpha3.77 · 80th percentile in category
Expense ratio1.26% · 25th percentile in category
Sortino ratio0.21 · 24th percentile in category
Top holdings
1.HDFC Bank Ltd9.16%
2.ICICI Bank Ltd6.37%
3.Reliance Industries Ltd5.75%
4.Divi's Laboratories Ltd5.57%
5.Zydus Wellness Ltd4.67%
42 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.