53
ELSS (Tax Saver)Hold
Bajaj Finserv ELSS Tax Saver
Bajaj Finserv · Direct–Growth · rank #18 of 38 by Smart Score
Data updated
Trailing returns
1 Year
7.6%
+4.6% vs index
3 Years
—
5 Years
—
Since launch
11.8%
Year-by-year performance
2026
+3.0%+5.0% vs index
Why this score
Bajaj Finserv ELSS Tax Saver scores 53/100 — #18 of 38 ELSS (Tax Saver) fund (Hold). It stands out for volatility and alpha — beating 85% 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.
Volatility13.08 · 85th percentile in category
Alpha4.36 · 93rd percentile in category
Fund size89.10 Cr · 9th percentile in category
Expense ratio1.28% · 22nd percentile in category
1Y return7.58% · 78th percentile in category
Sharpe ratio0.40 · 45th percentile in category
Top holdings
1.ICICI Bank Ltd6.84%
2.HDFC Bank Ltd6.34%
3.Reliance Industries Ltd6.27%
4.State Bank of India4.36%
5.Zydus Wellness Ltd3.54%
46 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.