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NAVs as of 20 Aug 2026

Quantum ELSS Tax Saver FundDirectMotilal Oswal ELSS Tax Saver FundDirectSBI Long Term Advantage Fund - Series VDirectITI ELSS Tax Saver FundDirect4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 25 Oct 2019 – 20 Aug 2026, limited by ITI 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	Quantum ELSS Tax Saver Fund	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	ITI ELSS Tax Saver Fund	Nifty 500
25 Oct 2019	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
20 May 2020	₹77.92	₹75.47	₹80.91	₹79.61	₹78.75
13 Dec 2020	₹115.47	₹108.85	₹116.49	₹117.28	₹118.45
09 Jul 2021	₹142.25	₹139.10	₹143.33	₹147.61	₹143.44
01 Feb 2022	₹151.67	₹153.94	₹162.51	₹145.79	₹160.28
28 Aug 2022	₹154.55	₹149.70	₹161.62	₹146.08	₹160.61
24 Mar 2023	₹149.92	₹149.68	₹154.46	₹144.77	₹151.40
17 Oct 2023	₹182.96	₹191.34	₹183.50	₹183.18	₹185.21
12 May 2024	₹220.73	₹249.71	₹217.49	₹238.28	₹217.04
05 Dec 2024	₹258.00	₹325.42	₹283.55	₹275.63	₹246.82
01 Jul 2025	₹258.94	₹314.06	₹310.78	₹277.92	₹250.40
24 Jan 2026	₹252.76	₹278.30	₹299.94	₹253.78	₹240.76
20 Aug 2026	₹247.14	₹341.28	₹321.28	₹291.32	₹249.31

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	Quantum ELSS Tax Saver Fund	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	ITI ELSS Tax Saver Fund
Quantum ELSS Tax Saver Fund	·
Motilal Oswal ELSS Tax Saver Fund	·	·
SBI Long Term Advantage Fund - Series V	·	·	·
ITI ELSS Tax Saver Fund	·	·	·	·

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

Quantum ELSS Tax Saver Fund and SBI Long Term Advantage Fund - Series V share 19% of their equity book by weight.

Shared holdings — Quantum ELSS Tax Saver Fund vs SBI Long Term Advantage Fund - Series V

Stocks held by both Quantum ELSS Tax Saver Fund and SBI Long Term Advantage Fund - Series V, with each fund's weight and the weight they share.
Stock	Quantum ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V
ICICI Bank Ltd	7.79%	5.36%	5.36%
HDFC Bank Ltd	8.20%	4.22%	4.22%
Kotak Mahindra Bank Ltd	4.48%	3.28%	3.28%
State Bank of India	3.09%	4.86%	3.09%
Infosys Ltd	4.07%	2.69%	2.69%

5 shared of 31 / 29 positions. Weights are shown as a share of each fund's equity book.

Quantum ELSS Tax Saver Fund, Motilal Oswal ELSS Tax Saver Fund, SBI Long Term Advantage Fund - Series V, ITI ELSS Tax Saver Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the ELSS median.
Metric	Quantum ELSS Tax Saver Fund Quantum · Direct NAV ₹126.04 Very High risk ★★★☆☆	Motilal Oswal ELSS Tax Saver Fund Motilal Oswal · Direct NAV ₹66.43 Very High risk ★★★☆☆	SBI Long Term Advantage Fund - Series V SBI · Direct NAV ₹33.82 Very High risk ★★★★★	ITI ELSS Tax Saver Fund ITI · Direct NAV ₹29.31 Very High risk ★★★★☆	Category median ELSS · 51 funds

	-4.07%	+13.32%Best in row	+3.53%	+8.43%	+3.05%
	+11.90%	+23.76%Best in row	+21.86%	+19.54%	+14.46%
	+11.09%	+18.59%Best in row	+17.26%	+15.20%	+13.60%
	+10.88%	+17.85%Best in row	—	—	+13.74%
	+15.46%	+17.67%Best in row	+16.54%	+16.97%	+14.97%
	+9.81%	+20.64%Best in row	+17.93%	+16.43%	—

	+14.11%	+18.19%	+20.35%	+20.57%Best in row	+16.84%
	+13.82%	+17.33%	+20.20%Best in row	+19.07%	+17.15%
	+12.82%	+18.02%Best in row	—	—	+15.41%
Risk
	12.25%Best in row	19.13%	14.83%	17.49%	14.19%
	0.44	0.90	1.04Best in row	0.74	0.52
	0.62	1.24	1.46Best in row	1.02	0.70
	-39.62%	-37.72%	-35.76%Best in row	-38.49%	-35.94%

	+0.75%	+9.77%Best in row	+9.18%	+5.51%	+1.57%
	0.84	1.17	0.97	1.23	0.97
	85.2%	144.6%Best in row	123.4%	137.2%	102.3%
	74.1%Best in row	110.9%	80.1%	122.1%	93.6%

	0.95%	0.98%	1.17%	0.90%Best in row	1.06%
	₹207.65Cr	₹4,627Cr	₹345.73Cr	₹427.06Cr	₹765.87Cr
	3 years	3 years	3 years	None	—
	₹500	₹500	₹5.00K	₹500	—
	6%	10%	40%	443%	34%
	Christy Mathai	Rakesh Shetty	Nidhi Chawla · 1.1y	Alok Ranjan	—
	31 Dec 2008	22 Jan 2015	03 Jul 2018	25 Oct 2019	—

	31	30	29	71	—
	44.5%	42.5%	47.2%	26.4%	—
	6.5%	0.7%	2.1%	2.4%	—

3 rows carry the same value for every fund — show

Benchmark: Nifty 500
Exit load: None
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.