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NAVs as of 20 Aug 2026

Sundaram Long Term Micro Cap Tax Advantage Fund Series IVDirectMotilal 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	Sundaram Long Term Micro Cap Tax Advantage Fund Series IV	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	₹71.81	₹75.47	₹80.91	₹79.61	₹78.75
13 Dec 2020	₹115.09	₹108.85	₹116.49	₹117.28	₹118.45
09 Jul 2021	₹180.75	₹139.10	₹143.33	₹147.61	₹143.44
01 Feb 2022	₹211.01	₹153.94	₹162.51	₹145.79	₹160.28
28 Aug 2022	₹220.19	₹149.70	₹161.62	₹146.08	₹160.61
24 Mar 2023	₹213.34	₹149.68	₹154.46	₹144.77	₹151.40
17 Oct 2023	₹297.86	₹191.34	₹183.50	₹183.18	₹185.21
12 May 2024	₹328.21	₹249.71	₹217.49	₹238.28	₹217.04
05 Dec 2024	₹384.88	₹325.42	₹283.55	₹275.63	₹246.82
01 Jul 2025	₹383.92	₹314.06	₹310.78	₹277.92	₹250.40
24 Jan 2026	₹356.46	₹278.30	₹299.94	₹253.78	₹240.76
20 Aug 2026	₹414.37	₹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	Sundaram Long Term Micro Cap Tax Advantage Fund Series IV	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	ITI ELSS Tax Saver Fund
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV	·
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.

SBI Long Term Advantage Fund - Series V and ITI ELSS Tax Saver Fund share 16% of their equity book by weight.

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

Stocks held by both SBI Long Term Advantage Fund - Series V and ITI ELSS Tax Saver Fund, with each fund's weight and the weight they share.
Stock	SBI Long Term Advantage Fund - Series V	ITI ELSS Tax Saver Fund
HDFC Bank Ltd	4.22%	3.90%	3.90%
Bajaj Finance Ltd	3.07%	2.68%	2.68%
State Bank of India	4.86%	2.52%	2.52%
ICICI Bank Ltd	5.36%	1.95%	1.95%
Aptus Value Housing Finance India Ltd	2.33%	1.58%	1.58%
Manappuram Finance Ltd	3.34%	1.39%	1.39%
Divi's Laboratories Ltd	3.67%	1.07%	1.07%
Kotak Mahindra Bank Ltd	3.28%	0.78%	0.78%

8 shared of 29 / 71 positions. Weights are shown as a share of each fund's equity book.

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV, 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	Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Sundaram · Direct NAV ₹32.60 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

	+10.08%	+13.32%Best in row	+3.53%	+8.43%	+3.05%
	+14.94%	+23.76%Best in row	+21.86%	+19.54%	+14.46%
	+17.85%	+18.59%Best in row	+17.26%	+15.20%	+13.60%
	—	+17.85%	—	—	+13.74%
	+13.38%	+17.67%Best in row	+16.54%	+16.97%	+14.97%
	+15.88%	+20.64%Best in row	+17.93%	+16.43%	—

	+19.59%	+18.19%	+20.35%	+20.57%Best in row	+16.84%
	+21.18%Best in row	+17.33%	+20.20%	+19.07%	+17.15%
	—	+18.02%	—	—	+15.41%
Risk
	16.97%	19.13%	14.83%Best in row	17.49%	14.19%
	0.50	0.90	1.04Best in row	0.74	0.52
	0.68	1.24	1.46Best in row	1.02	0.70
	-61.28%	-37.72%	-35.76%Best in row	-38.49%	-35.94%

	+1.55%	+9.77%Best in row	+9.18%	+5.51%	+1.57%
	1.09	1.17	0.97	1.23	0.97
	104.2%	144.6%Best in row	123.4%	137.2%	102.3%
	97.3%	110.9%	80.1%Best in row	122.1%	93.6%

	1.09%	0.98%	1.17%	0.90%Best in row	1.06%
	₹20.94Cr	₹4,627Cr	₹345.73Cr	₹427.06Cr	₹765.87Cr
	3 years	3 years	3 years	None	—
	₹0	₹500	₹500	₹500	—
	₹500	₹500	₹5.00K	₹500	—
	31%	10%	40%	443%	34%
	Sudhir Kedia	Rakesh Shetty	Nidhi Chawla · 1.1y	Alok Ranjan	—
	27 Mar 2017	22 Jan 2015	03 Jul 2018	25 Oct 2019	—

	39	30	29	71	—
	46.1%	42.5%	47.2%	26.4%	—
	3.3%	0.7%	2.1%	2.4%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty 500
Exit load: None

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.