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NAVs as of 20 Aug 2026

DSP ELSS Tax Saver FundRegularMotilal 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)

Common period 28 Nov 202220 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
DateDSP ELSS Tax Saver FundMotilal Oswal ELSS Tax Saver FundSBI Long Term Advantage Fund - Series VHSBC ELSS Tax saver FundNifty 500
28 Nov 2022₹100.00₹100.00₹100.00₹100.00₹100.00
21 Mar 2023₹93.06₹95.22₹91.63₹94.13₹91.30
13 Jul 2023₹106.47₹110.66₹105.61₹108.94₹105.32
03 Nov 2023₹110.78₹116.82₹104.43₹111.50₹107.71
25 Feb 2024₹134.48₹147.93₹118.94₹132.68₹128.69
17 Jun 2024₹151.07₹170.81₹138.77₹156.02₹140.74
09 Oct 2024₹165.30₹197.07₹162.30₹168.72₹149.51
30 Jan 2025₹150.64₹166.04₹153.77₹151.73₹134.93
23 May 2025₹162.03₹183.01₹170.61₹160.75₹144.33
14 Sep 2025₹162.71₹187.90₹180.71₹166.79₹146.92
05 Jan 2026₹171.67₹183.03₹181.86₹170.08₹152.42
29 Apr 2026₹160.29₹194.82₹172.25₹165.09₹144.90
20 Aug 2026₹163.98₹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.
OverlapDSP ELSS Tax Saver FundMotilal Oswal ELSS Tax Saver FundSBI Long Term Advantage Fund - Series VHSBC ELSS Tax saver Fund
DSP 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.

DSP ELSS Tax Saver Fund and HSBC ELSS Tax saver Fund share 34% of their equity book by weight.

Shared holdings — DSP ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund

Stocks held by both DSP ELSS Tax Saver Fund and HSBC ELSS Tax saver Fund, with each fund's weight and the weight they share.
StockDSP ELSS Tax Saver FundHSBC ELSS Tax saver Fund
ICICI Bank Ltd10.36%3.98%3.98%
HDFC Bank Ltd9.87%3.75%3.75%
Reliance Industries Ltd2.24%3.09%2.24%
State Bank of India5.15%2.20%2.20%
Bharti Airtel Ltd3.47%2.17%2.17%
Axis Bank Ltd8.26%2.02%2.02%
Infosys Ltd2.24%1.80%1.80%
Larsen & Toubro Ltd1.63%2.43%1.63%
Sun Pharmaceutical Industries Ltd1.69%1.48%1.48%
Zomato Ltd1.48%2.09%1.48%
Cholamandalam Investment & Finance Company Ltd1.23%1.35%1.23%
PNB Housing Finance Ltd1.18%1.88%1.18%
NTPC Ltd2.01%1.14%1.14%
Jindal Steel & Power Ltd1.11%1.72%1.11%
Ultratech Cement Ltd1.07%1.12%1.07%

9 more stocks in common. 24 shared of 58 / 77 positions. Weights are shown as a share of each fund's equity book.

DSP ELSS Tax Saver Fund, 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
DSP · Regular
NAV ₹139.84
Very High risk
★★★★☆
Motilal Oswal · Regular
NAV ₹57.25
Very High risk
★★★☆☆
SBI · Regular
NAV ₹32.42
Very High risk
★★★★★
HSBC · Regular
NAV ₹144.36
Very High risk
★★★★☆
Category median
ELSS · 51 funds
+0.94%+12.01%Best in row+3.18%+7.50%+2.06%
+14.45%+22.31%Best in row+21.42%+17.60%+13.00%
+12.68%+17.18%Best in row+16.82%+12.22%
+14.06%+16.36%Best in row+12.69%
+14.21%+16.17%+15.99%+16.65%Best in row+13.09%
+12.04%+19.19%Best in row+17.50%+14.16%
+15.89%+16.69%+19.84%Best in row+18.02%+14.73%
+15.57%+15.83%+19.69%Best in row+15.15%
+15.52%+16.50%Best in row+14.10%
Risk
14.07%Best in row19.12%14.81%16.59%14.18%
0.560.831.01Best in row0.670.47
0.771.131.41Best in row0.910.63
-65.09%-37.82%-35.80%-19.34%Best in row-37.97%
+2.16%+8.58%+8.82%Best in row+4.68%+0.84%
0.991.160.971.020.97
106.1%141.5%Best in row122.4%116.4%100.1%
96.6%113.6%80.9%Best in row96.8%95.6%
1.82%2.11%1.34%Best in row1.98%1.93%
₹16,291Cr₹4,627Cr₹345.73Cr₹3,957Cr₹857.48Cr
₹500₹500₹0₹500
₹500₹500₹5.00K₹500
73%10%40%13%33%
Rohit SinghaniaRakesh ShettyNidhi Chawla · 1.1yAbhishek Gupta
22 Jan 200722 Jan 201503 Jul 201828 Nov 2022
58302977
47.6%42.5%47.2%28.6%
3.9%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.