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Navi ELSS Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Ashutosh Shirwaikar

13 Mar 25 | 12:00 AM

25.51 -0.07 (-0.29%)

  • Underperforms

    -1.20%

    Return (1Y)

    underperformed Nifty 500 TRI by -4.90%

  • Less Volatile

    0.89%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.21%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVFeb 17Feb 19Feb 21Feb 24Feb 27Mar 03Mar 05Mar 07Mar 10Mar 1225.025.526.026.5
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Fund (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Navi ELSS Tax Saver Fund (G), has underperformed Nifty 500 TRI by -4.89% (CAGR difference)

-1.20%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-1.5-1.0-0.50.00.51.01.52.02.53.03.54.0
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Fund (G) Nifty 500 TRI

Risk

In last 1 year , the volatility of Navi ELSS Tax Saver Fund (G) is Lower than Nifty 500 TRI by -0.21%

0.89%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.880.900.920.940.960.981.001.021.041.061.081.101.12
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Fund (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonAprMayJunJulAugSepOctNovDecJanFebMar-10010
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Fund (G) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaAprMayJunJulAugSepOctNovDecJanFebMar-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 22 Stocks beating the benchmark 22 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition