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NAVs as of 20 Aug 2026

Union ELSS Tax Saver Fund 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	Union ELSS Tax Saver Fund 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	₹83.01	₹75.47	₹80.91	₹79.61	₹78.75
13 Dec 2020	₹121.28	₹108.85	₹116.49	₹117.28	₹118.45
09 Jul 2021	₹151.41	₹139.10	₹143.33	₹147.61	₹143.44
01 Feb 2022	₹169.91	₹153.94	₹162.51	₹145.79	₹160.28
28 Aug 2022	₹172.54	₹149.70	₹161.62	₹146.08	₹160.61
24 Mar 2023	₹165.97	₹149.68	₹154.46	₹144.77	₹151.40
17 Oct 2023	₹206.18	₹191.34	₹183.50	₹183.18	₹185.21
12 May 2024	₹236.96	₹249.71	₹217.49	₹238.28	₹217.04
05 Dec 2024	₹272.89	₹325.42	₹283.55	₹275.63	₹246.82
01 Jul 2025	₹275.16	₹314.06	₹310.78	₹277.92	₹250.40
24 Jan 2026	₹265.47	₹278.30	₹299.94	₹253.78	₹240.76
20 Aug 2026	₹283.43	₹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	Union ELSS Tax Saver Fund Fund	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	ITI ELSS Tax Saver Fund
Union ELSS Tax Saver Fund 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.

Union ELSS Tax Saver Fund Fund and ITI ELSS Tax Saver Fund share 24% of their equity book by weight.

Shared holdings — Union ELSS Tax Saver Fund Fund vs ITI ELSS Tax Saver Fund

Stocks held by both Union ELSS Tax Saver Fund Fund and ITI ELSS Tax Saver Fund, with each fund's weight and the weight they share.
Stock	Union ELSS Tax Saver Fund Fund	ITI ELSS Tax Saver Fund
HDFC Bank Ltd	5.82%	3.90%	3.90%
Axis Bank Ltd	2.69%	2.97%	2.69%
State Bank of India	2.48%	2.52%	2.48%
Bharti Airtel Ltd	3.16%	2.10%	2.10%
ICICI Bank Ltd	5.78%	1.95%	1.95%
Larsen & Toubro Ltd	2.26%	1.71%	1.71%
NTPC Ltd	1.21%	1.63%	1.21%
Shriram Transport Finance Company Ltd	1.86%	1.06%	1.06%
Bajaj Finance Ltd	1.00%	2.68%	1.00%
JSW Energy Ltd	1.93%	0.86%	0.86%
Kotak Mahindra Bank Ltd	1.67%	0.78%	0.78%
Cummins India Ltd	1.16%	0.78%	0.78%
Engineers India Ltd	0.66%	0.91%	0.66%
LG Electronics India Ltd.	1.26%	0.66%	0.66%
Zomato Ltd	1.05%	0.63%	0.63%

4 more stocks in common. 19 shared of 76 / 71 positions. Weights are shown as a share of each fund's equity book.

Union ELSS Tax Saver Fund 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	Union ELSS Tax Saver Fund Fund Union · Direct NAV ₹73.38 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

	+2.98%	+13.32%Best in row	+3.53%	+8.43%	+3.05%
	+12.81%	+23.76%Best in row	+21.86%	+19.54%	+14.46%
	+12.45%	+18.59%Best in row	+17.26%	+15.20%	+13.60%
	+13.35%	+17.85%Best in row	—	—	+13.74%
	+13.39%	+17.67%Best in row	+16.54%	+16.97%	+14.97%
	+11.64%	+20.64%Best in row	+17.93%	+16.43%	—

	+13.96%	+18.19%	+20.35%	+20.57%Best in row	+16.84%
	+14.01%	+17.33%	+20.20%Best in row	+19.07%	+17.15%
	+13.77%	+18.02%Best in row	—	—	+15.41%
Risk
	14.04%Best in row	19.13%	14.83%	17.49%	14.19%
	0.45	0.90	1.04Best in row	0.74	0.52
	0.61	1.24	1.46Best in row	1.02	0.70
	-35.36%Best in row	-37.72%	-35.76%	-38.49%	-35.94%

	+0.92%	+9.77%Best in row	+9.18%	+5.51%	+1.57%
	0.92	1.17	0.97	1.23	0.97
	96.8%	144.6%Best in row	123.4%	137.2%	102.3%
	90.7%	110.9%	80.1%Best in row	122.1%	93.6%

	1.73%	0.98%	1.17%	0.90%Best in row	1.06%
	₹836.87Cr	₹4,627Cr	₹345.73Cr	₹427.06Cr	₹765.87Cr
	3 years	3 years	3 years	None	—
	₹500	₹500	₹5.00K	₹500	—
	48%	10%	40%	443%	34%
	Gaurav Chopra	Rakesh Shetty	Nidhi Chawla · 1.1y	Alok Ranjan	—
	02 Jan 2013	22 Jan 2015	03 Jul 2018	25 Oct 2019	—

	76	30	29	71	—
	32.3%	42.5%	47.2%	26.4%	—
	1.6%	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.