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NAVs as of 20 Aug 2026

UTI - Master Equity Plan Unit SchemeRegularMotilal Oswal ELSS Tax Saver FundRegularSBI Long Term Advantage Fund - Series VRegularHSBC ELSS Tax saver FundRegular4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 28 Nov 2022 – 20 Aug 2026, limited by HSBC ELSS Tax saver Fund. 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.

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Growth of ₹100, sampled across the common period
Date	UTI - Master Equity Plan Unit Scheme	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund	Nifty 500
28 Nov 2022	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
21 Mar 2023	₹92.27	₹95.22	₹91.63	₹94.13	₹91.30
13 Jul 2023	₹104.48	₹110.66	₹105.61	₹108.94	₹105.32
03 Nov 2023	₹105.89	₹116.82	₹104.43	₹111.50	₹107.71
25 Feb 2024	₹119.97	₹147.93	₹118.94	₹132.68	₹128.69
17 Jun 2024	₹130.61	₹170.81	₹138.77	₹156.02	₹140.74
09 Oct 2024	₹140.39	₹197.07	₹162.30	₹168.72	₹149.51
30 Jan 2025	₹129.27	₹166.04	₹153.77	₹151.73	₹134.93
23 May 2025	₹136.49	₹183.01	₹170.61	₹160.75	₹144.33
14 Sep 2025	₹139.16	₹187.90	₹180.71	₹166.79	₹146.92
05 Jan 2026	₹143.29	₹183.03	₹181.86	₹170.08	₹152.42
29 Apr 2026	₹131.80	₹194.82	₹172.25	₹165.09	₹144.90
20 Aug 2026	₹135.84	₹205.97	₹186.91	₹177.50	₹148.96

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund
Motilal Oswal ELSS Tax Saver Fund	·
SBI Long Term Advantage Fund - Series V	·	·
HSBC ELSS Tax saver Fund	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

SBI Long Term Advantage Fund - Series V and HSBC ELSS Tax saver Fund share 14% of their equity book by weight.

Shared holdings — SBI Long Term Advantage Fund - Series V vs HSBC ELSS Tax saver Fund

Stocks held by both SBI Long Term Advantage Fund - Series V and HSBC ELSS Tax saver Fund, with each fund's weight and the weight they share.
Stock	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund
ICICI Bank Ltd	5.36%	3.98%	3.98%
HDFC Bank Ltd	4.22%	3.75%	3.75%
State Bank of India	4.86%	2.20%	2.20%
Infosys Ltd	2.69%	1.80%	1.80%
Sun Pharmaceutical Industries Ltd	3.11%	1.48%	1.48%
Swiggy Ltd.	2.00%	0.62%	0.62%

6 shared of 29 / 77 positions. Weights are shown as a share of each fund's equity book.

No published holdings for UTI - Master Equity Plan Unit Scheme — left out entirely rather than counted as 0% overlap.

UTI - Master Equity Plan Unit Scheme, Motilal Oswal ELSS Tax Saver Fund, SBI Long Term Advantage Fund - Series V, HSBC ELSS Tax saver Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the ELSS median.
Metric	UTI - Master Equity Plan Unit Scheme UTI · Regular NAV ₹225.43 Very High risk ★★☆☆☆	Motilal Oswal ELSS Tax Saver Fund Motilal Oswal · Regular NAV ₹57.25 Very High risk ★★★☆☆	SBI Long Term Advantage Fund - Series V SBI · Regular NAV ₹32.42 Very High risk ★★★★★	HSBC ELSS Tax saver Fund HSBC · Regular NAV ₹144.36 Very High risk ★★★★☆	Category median ELSS · 51 funds

	-2.20%	+12.01%Best in row	+3.18%	+7.50%	+2.06%
	+9.06%	+22.31%Best in row	+21.42%	+17.60%	+13.00%
	+8.53%	+17.18%Best in row	+16.82%	—	+12.22%
	+9.91%	+16.36%Best in row	—	—	+12.69%
	+9.18%	+16.17%	+15.99%	+16.65%Best in row	+13.09%
	+7.33%	+19.19%Best in row	+17.50%	+14.16%	—

	+10.69%	+16.69%	+19.84%Best in row	+18.02%	+14.73%
	+10.69%	+15.83%	+19.69%Best in row	—	+15.15%
	+10.77%	+16.50%Best in row	—	—	+14.10%
Risk
	12.35%Best in row	19.12%	14.81%	16.59%	14.18%
	0.21	0.83	1.01Best in row	0.67	0.47
	0.29	1.13	1.41Best in row	0.91	0.63
	-54.55%	-37.82%	-35.80%	-19.34%Best in row	-37.97%

	-2.05%	+8.58%	+8.82%Best in row	+4.68%	+0.84%
	0.85	1.16	0.97	1.02	0.97
	82.3%	141.5%Best in row	122.4%	116.4%	100.1%
	87.8%	113.6%	80.9%Best in row	96.8%	95.6%

	1.34%	2.11%	1.34%	1.98%	1.93%
	₹2,737Cr	₹4,627Cr	₹345.73Cr	₹3,957Cr	₹857.48Cr
	—	None	None	None	—
	—	3 years	3 years	3 years	—
	—	₹500	₹0	₹500	—
	—	₹500	₹5.00K	₹500	—
	—	10%	40%	13%	33%
	—	Rakesh Shetty	Nidhi Chawla · 1.1y	Abhishek Gupta	—
	03 Apr 2006	22 Jan 2015	03 Jul 2018	28 Nov 2022	—

	—	30	29	77	—
	—	42.5%	47.2%	28.6%	—
	—	0.7%	2.1%	2.3%	—

1 row carries the same value for every fund — show

Benchmark: Nifty 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.