Fund Tracker
SchemeNJ Mutual FundEquity Schemes - ELSS- Tax Saver FundAMFI code 151609

NJ ELSS Tax Saver Fund

Former names in the AMC's files: NJ ELSS Tax Saver Scheme

NAV, NJ ELSS Tax Saver Fund - Direct Plan - Growth Option₹14.660025 Sep 2026 · Source: AMFI
AUM₹325 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 0.79 % · Regular 2.55 %a year, as of 27 Sep 2026 · Source: AMFI
Equity held₹347 cr25 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund99.5%Rest 0.5%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund51.5%as the AMC's file prints % of NAV
New0stocks, by share count
Added25stocks, by share count
Trimmed0stocks, by share count
Exited0stocks, by share count

Stocks held by month, last 12 months collected. Source: NJ Mutual Fund monthly portfolios.

Changes, Aug 2026 vs Jul 2026

25 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
BOSCHLTD Added4,5594,593+34₹23.0 cr
PIDILITIND Added1.19 lakh1.20 lakh+931₹20.3 cr
JSWDULUX Added55,61556,035+420₹17.7 cr
HEROMOTOCO Added32,18332,432+249₹17.7 cr
MPHASIS Added72,07972,633+554₹17.6 cr
MARICO Added2.12 lakh2.13 lakh+1,600₹17.5 cr
ABB Added22,69722,869+172₹17.5 cr
AUBANK Added1.57 lakh1.59 lakh+1,190₹17.2 cr
PAGEIND Added4,4614,494+33₹16.1 cr
BRITANNIA Added28,66528,889+224₹15.2 cr
BAYERCROP Added34,44634,706+260₹13.8 cr
GESHIP Added1.04 lakh1.05 lakh+786₹13.7 cr
LALPATHLAB Added68,46968,987+518₹13.3 cr
CRISIL Added25,97226,169+197₹12.6 cr
RAINBOW Added86,10086,751+651₹12.3 cr
CANFINHOME Added1.51 lakh1.52 lakh+1,140₹12.1 cr
MUTHOOTFIN Added37,39937,681+282₹11.2 cr
HDFCAMC Added41,58641,900+314₹11.0 cr
PFIZER Added23,14823,326+178₹10.9 cr
ALKEM Added19,73819,887+149₹10.6 cr
ABBOTINDIA Added3,9844,014+30₹10.4 cr
DIVISLAB Added10,61110,691+80₹10.1 cr
APTUS Added3.60 lakh3.63 lakh+2,720₹9.0 cr
TORNTPHARM Added17,22117,351+130₹8.8 cr
UTIAMC Added88,49889,167+669₹7.8 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: NJ Mutual Fund monthly portfolios.

Full portfolio, Aug 2026 (25 stocks)

CSV, with the 11 months before
Sector
BOSCHLTD Bosch Limited Automobile and Auto Components4,593₹23.0 cr6.58%
PIDILITIND Pidilite Industries Limited Chemicals1.20 lakh₹20.3 cr5.81%
JSWDULUX JSW Dulux Limited Consumer Durables56,035₹17.7 cr5.08%
HEROMOTOCO Hero MotoCorp Limited Automobile and Auto Components32,432₹17.7 cr5.06%
MPHASIS MphasiS Limited Information Technology72,633₹17.6 cr5.05%
MARICO Marico Limited Fast Moving Consumer Goods2.13 lakh₹17.5 cr5.01%
ABB ABB India Limited Capital Goods22,869₹17.5 cr5.00%
AUBANK AU Small Finance Bank Limited Financial Services1.59 lakh₹17.2 cr4.94%
PAGEIND Page Industries Limited Textiles4,494₹16.1 cr4.61%
BRITANNIA Britannia Industries Limited Fast Moving Consumer Goods28,889₹15.2 cr4.35%
BAYERCROP Bayer Cropscience Limited Chemicals34,706₹13.8 cr3.95%
GESHIP The Great Eastern Shipping Company Limited Services1.05 lakh₹13.7 cr3.91%
LALPATHLAB Dr. Lal Path Labs Ltd. Healthcare68,987₹13.3 cr3.82%
CRISIL Crisil Limited Financial Services26,169₹12.6 cr3.62%
RAINBOW Rainbow Childrens Medicare Limited Healthcare86,751₹12.3 cr3.52%
CANFINHOME Can Fin Homes Limited Financial Services1.52 lakh₹12.1 cr3.46%
MUTHOOTFIN Muthoot Finance Limited Financial Services37,681₹11.2 cr3.22%
HDFCAMC HDFC Asset Management Company Limited Financial Services41,900₹11.0 cr3.15%
PFIZER Pfizer Limited Healthcare23,326₹10.9 cr3.13%
ALKEM Alkem Laboratories Limited Healthcare19,887₹10.6 cr3.04%
ABBOTINDIA Abbott India Limited Healthcare4,014₹10.4 cr2.97%
DIVISLAB Divi's Laboratories Limited Healthcare10,691₹10.1 cr2.90%
APTUS Aptus Value Housing Finance India Limited Financial Services3.63 lakh₹9.0 cr2.59%
TORNTPHARM Torrent Pharmaceuticals Limited Healthcare17,351₹8.8 cr2.52%
UTIAMC UTI Asset Management Company Limited Financial Services89,167₹7.8 cr2.22%

Equity rows as disclosed, Aug 2026. Source: NJ Mutual Fund monthly portfolio.

Sectors, Aug 2026

% of equity held
  1. Financial Services
    23.3%
  2. Healthcare
    22.0%
  3. Automobile and Auto Components
    11.7%
  4. Chemicals
    9.8%
  5. Fast Moving Consumer Goods
    9.4%
  6. Consumer Durables
    5.1%
  7. Information Technology
    5.1%
  8. Capital Goods
    5.0%
  9. Textiles
    4.6%
  10. Services
    3.9%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: NJ Mutual Fund monthly portfolio; AMFI.

Large, mid and small cap, Aug 2026

% of equity held
  1. Mid Cap
    37.4%
  2. Small Cap
    35.5%
  3. Large Cap
    27.1%

AMFI's list of Jun 2026. Source: NJ Mutual Fund monthly portfolio; AMFI.

Returns, NJ ELSS Tax Saver Fund - Direct Plan - Growth Option

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year−1.48 % in total 25 Sep 2025 · NAV ₹14.880025 Sep 2026 · NAV ₹14.6600
3 years+9.41 % a year, compounded 25 Sep 2023 · NAV ₹11.190025 Sep 2026 · NAV ₹14.6600
Since first NAV+12.34 % a year, compounded 19 Jun 2023 · NAV ₹10.020025 Sep 2026 · NAV ₹14.6600

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 151611).

Other schemes of NJ Mutual Fund (5)

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