Motilal Oswal ELSS Tax Saver Fund vs SBI Long Term Advantage Fund - Series V
Motilal Oswal ELSS Tax Saver Fund (Direct) and SBI Long Term Advantage Fund - Series V (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are ELSS schemes — see the best elss (tax saving) mutual funds for the full ranking.
Head to head
NAVs as of 01 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 03 Jul 2018 – 01 Oct 2026, limited by SBI Long Term Advantage Fund - Series V. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Motilal Oswal ELSS Tax Saver Fund | SBI Long Term Advantage Fund - Series V | Nifty 500 TRI |
|---|---|---|---|
| 03 Jul 2018 | ₹100.00 | ₹100.00 | ₹100.00 |
| 11 Mar 2019 | ₹96.46 | ₹100.60 | ₹102.94 |
| 17 Nov 2019 | ₹107.58 | ₹110.56 | ₹107.36 |
| 25 Jul 2020 | ₹95.65 | ₹104.02 | ₹101.88 |
| 02 Apr 2021 | ₹132.33 | ₹140.63 | ₹141.18 |
| 09 Dec 2021 | ₹161.10 | ₹175.24 | ₹172.36 |
| 17 Aug 2022 | ₹161.07 | ₹177.67 | ₹176.75 |
| 25 Apr 2023 | ₹165.02 | ₹176.29 | ₹173.48 |
| 01 Jan 2024 | ₹231.70 | ₹209.43 | ₹227.36 |
| 08 Sep 2024 | ₹321.99 | ₹295.37 | ₹276.79 |
| 17 May 2025 | ₹314.73 | ₹312.64 | ₹271.80 |
| 23 Jan 2026 | ₹294.38 | ₹324.19 | ₹272.00 |
| 01 Oct 2026 | ₹345.09 | ₹332.91 | ₹263.81 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 28 stocks only in Motilal Oswal ELSS Tax Saver Fund
- 1 stocks in both — 3.7% of each portfolio by weight
- 29 stocks only in SBI Long Term Advantage Fund - Series V
The more the circles overlap, the more the funds hold the same stocks.
Motilal Oswal ELSS Tax Saver Fund and SBI Long Term Advantage Fund - Series V share 4% of their equity book by weight.
Shared holdings — Motilal Oswal ELSS Tax Saver Fund vs SBI Long Term Advantage Fund - Series V
| Stock | Motilal Oswal ELSS Tax Saver Fund | SBI Long Term Advantage Fund - Series V | |
|---|---|---|---|
| Muthoot Finance Limited | 3.66% | 3.71% | 3.66% |
1 shared of 29 / 30 positions. Weights are shown as a share of each fund's equity book.
| Metric | Motilal Oswal · Direct NAV ₹63.50 Very High risk ★★★☆☆ | SBI · Direct NAV ₹32.43 Very High risk ★★★★★ | Category median ELSS · 50 funds |
|---|---|---|---|
| +7.05%Best in row | -0.59% | -2.00% | |
| +19.92%Best in row | +19.29% | +10.83% | |
| +16.59%Best in row | +14.54% | +10.87% | |
| +16.79% | — | +12.88% | |
| +17.03% | +15.70% | +14.23% | |
| +17.95%Best in row | +15.39% | — | |
| +18.19% | +20.35%Best in row | +17.01% | |
| +17.25% | +20.04%Best in row | +17.01% | |
| +17.86% | — | +15.31% | |
| Risk | |||
| 19.32% | 14.97%Best in row | 14.36% | |
| 0.69 | 0.85Best in row | 0.27 | |
| 0.95 | 1.20Best in row | 0.36 | |
| -37.72% | -35.76% | -36.01% | |
| +10.04%Best in row | +9.15% | +0.95% | |
| 1.15 | 0.96 | 0.97 | |
| 147.4%Best in row | 122.8% | 100.1% | |
| 114.2% | 81.2%Best in row | 95.0% | |
| 0.96%Best in row | 1.28% | 1.09% | |
| ₹4,627Cr | ₹345.73Cr | ₹857.48Cr | |
| ₹6.00K | — | — | |
| ₹500 | — | — | |
| 65% | 67% | 39% | |
| Rakesh Shetty · 3.9y | Mohan Lal · 2.4y | — | |
| 22 Jan 2015 | 03 Jul 2018 | — | |
| 29 | 30 | — | |
| 45.2% | 46.5% | — | |
| 6.8% | 2.4% | — | |
3 rows carry the same value for every fund — show
- Benchmark
- Nifty 500 TRI
- Exit load
- None
- Lock-in
- 3 years
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Motilal Oswal ELSS Tax Saver Fund or SBI Long Term Advantage Fund - Series V?
Over the last 3 years, Motilal Oswal ELSS Tax Saver Fund returned +19.92% CAGR against SBI Long Term Advantage Fund - Series V's +19.29%, computed from AMFI NAV history. Over 5 years: Motilal Oswal ELSS Tax Saver Fund +16.59% vs SBI Long Term Advantage Fund - Series V +14.54% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Motilal Oswal ELSS Tax Saver Fund or SBI Long Term Advantage Fund - Series V?
Motilal Oswal ELSS Tax Saver Fund has the lower expense ratio: Motilal Oswal ELSS Tax Saver Fund charges 0.96% a year against SBI Long Term Advantage Fund - Series V's 1.28%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Motilal Oswal ELSS Tax Saver Fund or SBI Long Term Advantage Fund - Series V?
Motilal Oswal ELSS Tax Saver Fund has shown higher volatility (+19.32% annualized vs SBI Long Term Advantage Fund - Series V's +14.97%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Motilal Oswal ELSS Tax Saver Fund -27.71% vs SBI Long Term Advantage Fund - Series V -16.19%.
Which fund manages more money — Motilal Oswal ELSS Tax Saver Fund or SBI Long Term Advantage Fund - Series V?
Motilal Oswal ELSS Tax Saver Fund is the larger fund: Motilal Oswal ELSS Tax Saver Fund manages ₹4,627Cr against SBI Long Term Advantage Fund - Series V's ₹345.73Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Motilal Oswal ELSS Tax Saver Fund and SBI Long Term Advantage Fund - Series V in the same category?
Yes — both are ELSS schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.