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NAVs as of 20 Aug 2026

HDFC ELSS Tax saverRegularMotilal 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	HDFC ELSS Tax saver	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	₹94.52	₹95.22	₹91.63	₹94.13	₹91.30
13 Jul 2023	₹107.73	₹110.66	₹105.61	₹108.94	₹105.32
03 Nov 2023	₹113.19	₹116.82	₹104.43	₹111.50	₹107.71
25 Feb 2024	₹138.98	₹147.93	₹118.94	₹132.68	₹128.69
17 Jun 2024	₹153.55	₹170.81	₹138.77	₹156.02	₹140.74
09 Oct 2024	₹165.07	₹197.07	₹162.30	₹168.72	₹149.51
30 Jan 2025	₹153.57	₹166.04	₹153.77	₹151.73	₹134.93
23 May 2025	₹166.55	₹183.01	₹170.61	₹160.75	₹144.33
14 Sep 2025	₹171.02	₹187.90	₹180.71	₹166.79	₹146.92
05 Jan 2026	₹175.64	₹183.03	₹181.86	₹170.08	₹152.42
29 Apr 2026	₹160.63	₹194.82	₹172.25	₹165.09	₹144.90
20 Aug 2026	₹166.47	₹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	HDFC ELSS Tax saver	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund
HDFC ELSS Tax saver	·
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.

HDFC ELSS Tax saver and HSBC ELSS Tax saver Fund share 28% of their equity book by weight.

Shared holdings — HDFC ELSS Tax saver vs HSBC ELSS Tax saver Fund

Stocks held by both HDFC ELSS Tax saver and HSBC ELSS Tax saver Fund, with each fund's weight and the weight they share.
Stock	HDFC ELSS Tax saver	HSBC ELSS Tax saver Fund
ICICI Bank Ltd	9.78%	3.98%	3.98%
HDFC Bank Ltd	8.56%	3.75%	3.75%
Reliance Industries Ltd	2.78%	3.09%	2.78%
State Bank of India	4.65%	2.20%	2.20%
Bharti Airtel Ltd	4.53%	2.17%	2.17%
Axis Bank Ltd	7.71%	2.02%	2.02%
Zomato Ltd	1.93%	2.09%	1.93%
Infosys Ltd	1.72%	1.80%	1.72%
Larsen & Toubro Ltd	1.69%	2.43%	1.69%
Karur Vysya Bank Ltd	1.15%	1.92%	1.15%
Lupin Ltd	1.10%	1.13%	1.10%
Tata Steel Ltd	1.83%	1.02%	1.02%
Tech Mahindra Ltd	0.91%	0.95%	0.91%
ICICI Prudential Asset Management Company Ltd.	0.71%	0.92%	0.71%
Mahindra & Mahindra Ltd	0.69%	1.02%	0.69%

1 more stocks in common. 16 shared of 58 / 77 positions. Weights are shown as a share of each fund's equity book.

HDFC ELSS Tax saver, 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	HDFC ELSS Tax saver HDFC · Regular NAV ₹1,392.34 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

	-2.42%	+12.01%Best in row	+3.18%	+7.50%	+2.06%
	+14.70%	+22.31%Best in row	+21.42%	+17.60%	+13.00%
	+15.57%	+17.18%Best in row	+16.82%	—	+12.22%
	+12.89%	+16.36%Best in row	—	—	+12.69%
	+12.16%	+16.17%	+15.99%	+16.65%Best in row	+13.09%
	+12.89%	+19.19%Best in row	+17.50%	+14.16%	—

	+14.12%	+16.69%	+19.84%Best in row	+18.02%	+14.73%
	+13.29%	+15.83%	+19.69%Best in row	—	+15.15%
	+12.75%	+16.50%Best in row	—	—	+14.10%
Risk
	12.40%Best in row	19.12%	14.81%	16.59%	14.18%
	0.66	0.83	1.01Best in row	0.67	0.47
	0.93	1.13	1.41Best in row	0.91	0.63
	-59.89%	-37.82%	-35.80%	-19.34%Best in row	-37.97%

	+3.04%	+8.58%	+8.82%Best in row	+4.68%	+0.84%
	0.85	1.16	0.97	1.02	0.97
	97.4%	141.5%Best in row	122.4%	116.4%	100.1%
	79.4%Best in row	113.6%	80.9%	96.8%	95.6%

	1.75%	2.11%	1.34%Best in row	1.98%	1.93%
	₹15,540Cr	₹4,627Cr	₹345.73Cr	₹3,957Cr	₹857.48Cr
	₹500	₹500	₹0	₹500	—
	₹500	₹500	₹5.00K	₹500	—
	32%	10%	40%	13%	33%
	Dhruv Muchhal · 3.2y	Rakesh Shetty	Nidhi Chawla · 1.1y	Abhishek Gupta	—
	03 Apr 2006	22 Jan 2015	03 Jul 2018	28 Nov 2022	—

	58	30	29	77	—
	52.6%	42.5%	47.2%	28.6%	—
	1.1%	0.7%	2.1%	2.3%	—

3 rows carry the same value for every fund — show

Benchmark: Nifty 500
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.