ELSS (Tax Saver) · Equity
Bajaj Finserv ELSS - Tax Saver Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.29
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.41
Downside-only Sharpe
Max Drawdown
-13.5%
Peak-to-trough · full history
Vol (3Y)
13.0%
Annualised σ of daily returns
Positive Days
53%
Smoothness proxy
This fund has delivered weak risk-adjusted returns over the last 3 years (Sharpe 0.29). Its worst peak-to-trough drop over the full history was 13.5% (modest drawdowns) between 2026-01-02 and 2026-03-31. About 53% of trading days closed up.
YTD
+0.4%
Calendar YTD
1 Year
+2.5%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in ELSS (Tax Saver)
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Motilal Oswal ELSS Tax Saver Fund
Motilal Oswal Mutual Fund
|
+9.0% | +22.0% | +17.6% | — |
|
SBI Long Term Advantage Fund - Series V
SBI Mutual Fund
|
+1.5% | +20.3% | +15.5% | — |
|
ITI ELSS Tax Saver Fund
ITI Mutual Fund
|
+3.1% | +17.1% | +13.4% | — |
|
JM ELSS - Tax Saver Fund
JM Financial Mutual Fund
|
+7.6% | +16.7% | +14.7% | — |
|
WhiteOak Capital ELSS Tax Saver Fund
WhiteOak Capital Mutual Fund
|
+2.1% | +16.1% | — | — |
|
HSBC ELSS Tax saver Fund
HSBC Mutual Fund
|
+3.4% | +16.1% | — | — |
|
Bajaj Finserv ELSS - Tax Saver Fund (this fund)
Bajaj Finserv Mutual Fund
|
+2.5% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.