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 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 03 Jul 2018 – 20 Aug 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 |
|---|---|---|---|
| 03 Jul 2018 | ₹100.00 | ₹100.00 | ₹100.00 |
| 08 Mar 2019 | ₹94.92 | ₹99.22 | ₹100.67 |
| 10 Nov 2019 | ₹106.22 | ₹109.62 | ₹105.84 |
| 15 Jul 2020 | ₹92.42 | ₹97.80 | ₹94.98 |
| 19 Mar 2021 | ₹129.40 | ₹139.20 | ₹134.59 |
| 22 Nov 2021 | ₹159.67 | ₹171.73 | ₹163.69 |
| 27 Jul 2022 | ₹149.66 | ₹167.54 | ₹155.89 |
| 01 Apr 2023 | ₹162.35 | ₹169.79 | ₹159.11 |
| 04 Dec 2023 | ₹219.97 | ₹203.93 | ₹201.64 |
| 08 Aug 2024 | ₹299.12 | ₹277.41 | ₹248.17 |
| 12 Apr 2025 | ₹270.44 | ₹287.51 | ₹226.82 |
| 16 Dec 2025 | ₹310.29 | ₹332.03 | ₹257.61 |
| 20 Aug 2026 | ₹361.00 | ₹347.25 | ₹256.99 |
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 →
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 Ltd | 3.65% | 3.86% | 3.65% |
1 shared of 30 / 29 positions. Weights are shown as a share of each fund's equity book.
| Metric | Motilal Oswal · Direct NAV ₹66.43 Very High risk ★★★☆☆ | SBI · Direct NAV ₹33.82 Very High risk ★★★★★ | Category median ELSS · 51 funds |
|---|---|---|---|
| +13.32%Best in row | +3.53% | +3.05% | |
| +23.76%Best in row | +21.86% | +14.46% | |
| +18.59%Best in row | +17.26% | +13.60% | |
| +17.85% | — | +13.74% | |
| +17.67%Best in row | +16.54% | +14.97% | |
| +20.64%Best in row | +17.93% | — | |
| +18.19% | +20.35%Best in row | +16.84% | |
| +17.33% | +20.20%Best in row | +17.15% | |
| +18.02% | — | +15.41% | |
| Risk | |||
| 19.13% | 14.83%Best in row | 14.19% | |
| 0.90 | 1.04Best in row | 0.52 | |
| 1.24 | 1.46Best in row | 0.70 | |
| -37.72% | -35.76%Best in row | -35.94% | |
| +9.77%Best in row | +9.18% | +1.57% | |
| 1.17 | 0.97 | 0.97 | |
| 144.6%Best in row | 123.4% | 102.3% | |
| 110.9% | 80.1%Best in row | 93.6% | |
| 0.98%Best in row | 1.17% | 1.06% | |
| ₹4,627Cr | ₹345.73Cr | ₹765.87Cr | |
| ₹500 | ₹5.00K | — | |
| 10% | 40% | 34% | |
| Rakesh Shetty | Nidhi Chawla · 1.1y | — | |
| 22 Jan 2015 | 03 Jul 2018 | — | |
| 30 | 29 | — | |
| 42.5% | 47.2% | — | |
| 0.7% | 2.1% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty 500
- Exit load
- None
- Lock-in
- 3 years
- Min SIP
- ₹500
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 +23.76% CAGR against SBI Long Term Advantage Fund - Series V's +21.86%, computed from AMFI NAV history. Over 5 years: Motilal Oswal ELSS Tax Saver Fund +18.59% vs SBI Long Term Advantage Fund - Series V +17.26% 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 0.98% a year against SBI Long Term Advantage Fund - Series V's 1.17%. 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 (+19.13% annualized vs SBI Long Term Advantage Fund - Series V's +14.83%), 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.