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NJ ELSS Tax Saver Scheme

Rule-based Investing Strategy
Rule-based
Investing Strategy

Benefits of Rule-based Investing

• Takes emotion out of investment decisions

• The rules are based on data and analysis, rather than subjective opinions or intuition

• Helps avoid impulsive decisions or being swayed by market hype

•   Rules are pre-tested for risk and return

•   Helps select the most appropriate ones

•   Rules are pre-determined and disclosed

•   Always true-to-label

•   Promotes understanding and confidence

Benefits of a
Long Term Oriented Portfolio

  • High Quality   High Quality

    •   A portfolio designed for the long term will inherently prioritise quality

    •   Quality offers stability and lower transaction costs as well

  • Compounding  Allows Compounding

    •   Long term oriented portfolios allow compounding to accrue

    •   Longer compounding periods may lead to higher returns

  • Overcomes Market Volatility   Overcomes Market Volatility

    •   A higher quality portfolio combined with higher conviction helps in volatile times

  • Promotes  Promotes Rational Thinking

    •   Thinking long term protects against short term noise

Focused Portfolio

Focused Portfolio

Benefits of a Focused Portfolio

•  A focused portfolio is easier to understand

• Lower stocks mean a clearer picture of characteristics

•   Since only the highest scoring stocks are selected from NJ AMC's proprietory model, confidence in each is high

•   Lower number of stocks impart more certainty to outcome over long periods

•   Each stock in a focused portfolio has greater relevance to overall performance

•   Sources of performance and impact can be identified easily

Why NJ ELSS Tax Saver Scheme ?

Lower lock-in compared to other tax saving investments

Growth potential from investment in equities

Propagates inherent investment discipline

Transparent and always true-to-label

Focused portfolio with quality stocks

Option to invest through SIP

Leverages the power of compounding

NJ ELSS Tax Saver Scheme
Date Equity Futures - Long Arbitrage Debt Total
30-Jun-23 99.42% 0.00% 0.00% 0.58% 100%
15-Jul-23 99.54% 0.00% 0.00% 0.46% 100%
31-Jul-23 99.90% 0.00% 0.00% 0.10% 100%
15-Aug-23 98.96% 0.00% 0.00% 1.04% 100%
31-Aug-23 99.19% 0.00% 0.00% 0.81% 100%
15-Sep-23 99.38% 0.00% 0.00% 0.62% 100%
30-Sep-23 99.30% 0.00% 0.00% 0.70% 100%
15-Oct-23 98.91% 0.00% 0.00% 1.09% 100%
30-Oct-23 99.15% 0.00% 0.00% 0.85% 100%
15-Nov-23 98.97% 0.00% 0.00% 1.03% 100%
30-Nov-23 99.27% 0.00% 0.00% 0.73% 100%
15-Dec-23 99.21% 0.00% 0.00% 0.79% 100%
31-Dec-23 99.25% 0.00% 0.00% 0.75% 100%
15-Jan-24 99.38% 0.00% 0.00% 0.62% 100%
31-Jan-24 99.19% 0.00% 0.00% 0.81% 100%
15-Feb-24 99.00% 0.00% 0.00% 1.00% 100%

Fund Features

Investment Objective The investment objective of the Scheme is to generate income and long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Type of scheme An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
Plan & Options Regular Plan & Direct Plan

Each Plan offers following two Options
(i) Growth Option and
(ii) Payout of Income Distribution cum Capital withdrawal Option (IDCW)
Minimum Amount Lumpsum Investment: Rs. 500 and in multiples of Rs. 500/-
Additional Application: Rs. 500 and in multiples of Rs. 500/-
Minimum Redemption Amount There is no minimum redemption criteria
Entry Load Not applicable
Exit Load Nil
SIP/STP/SWP Available
Asset Allocation Equity and equity related instruments : 80% to 100% Debt and Money market instruments: 0% to 20%
Fund Manager Mr. Viral Shah
Mr. Dhaval Patel
Benchmark Index NIFTY 500 TRI

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Contact Us

Office address :
Unit No. 101A, 1st Floor, Hallmark Business Plaza, Bandra (East), Mumbai - 400051, Maharashtra.

Mail us at :
customercare@njmutualfund.com

Investors can lodge complaints as per the Online Dispute Resolution Methodology on the Online Dispute Resolution portal

Contact Number :
1860 500 2888 / 040-49763510
(Monday to Saturday from 9 am to 7 pm)

For SID, SAI, KIM and detailed Risk factors of the Scheme please log onto www.njmutualfund.com

NJ Balanced Advantage Fund Riskometer

The riskometer is based on the portfolio of December 31, 2023 and is subject to periodic review and change.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.