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NAVs as of 20 Aug 2026

Sundaram Long Term Tax Advantage Fund Series IIIRegularMotilal 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)

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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	Sundaram Long Term Tax Advantage Fund Series III	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	₹95.04	₹95.22	₹91.63	₹94.13	₹91.30
13 Jul 2023	₹116.94	₹110.66	₹105.61	₹108.94	₹105.32
03 Nov 2023	₹130.31	₹116.82	₹104.43	₹111.50	₹107.71
25 Feb 2024	₹147.00	₹147.93	₹118.94	₹132.68	₹128.69
17 Jun 2024	₹163.34	₹170.81	₹138.77	₹156.02	₹140.74
09 Oct 2024	₹170.81	₹197.07	₹162.30	₹168.72	₹149.51
30 Jan 2025	₹152.12	₹166.04	₹153.77	₹151.73	₹134.93
23 May 2025	₹158.17	₹183.01	₹170.61	₹160.75	₹144.33
14 Sep 2025	₹169.43	₹187.90	₹180.71	₹166.79	₹146.92
05 Jan 2026	₹173.59	₹183.03	₹181.86	₹170.08	₹152.42
29 Apr 2026	₹175.27	₹194.82	₹172.25	₹165.09	₹144.90
20 Aug 2026	₹189.19	₹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	Sundaram Long Term Tax Advantage Fund Series III	Motilal Oswal ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund
Sundaram Long Term Tax Advantage Fund Series III	·
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.

SBI Long Term Advantage Fund - Series V and HSBC ELSS Tax saver Fund share 14% of their equity book by weight.

Shared holdings — SBI Long Term Advantage Fund - Series V vs HSBC ELSS Tax saver Fund

Stocks held by both SBI Long Term Advantage Fund - Series V and HSBC ELSS Tax saver Fund, with each fund's weight and the weight they share.
Stock	SBI Long Term Advantage Fund - Series V	HSBC ELSS Tax saver Fund
ICICI Bank Ltd	5.36%	3.98%	3.98%
HDFC Bank Ltd	4.22%	3.75%	3.75%
State Bank of India	4.86%	2.20%	2.20%
Infosys Ltd	2.69%	1.80%	1.80%
Sun Pharmaceutical Industries Ltd	3.11%	1.48%	1.48%
Swiggy Ltd.	2.00%	0.62%	0.62%

6 shared of 29 / 77 positions. Weights are shown as a share of each fund's equity book.

Sundaram Long Term Tax Advantage Fund Series III, 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	Sundaram Long Term Tax Advantage Fund Series III Sundaram · Regular NAV ₹32.15 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

	+13.20%Best in row	+12.01%	+3.18%	+7.50%	+2.06%
	+16.06%	+22.31%Best in row	+21.42%	+17.60%	+13.00%
	+19.08%Best in row	+17.18%	+16.82%	—	+12.22%
	—	+16.36%	—	—	+12.69%
	+14.94%	+16.17%	+15.99%	+16.65%Best in row	+13.09%
	+17.19%	+19.19%Best in row	+17.50%	+14.16%	—

	+25.42%Best in row	+16.69%	+19.84%	+18.02%	+14.73%
	+25.19%Best in row	+15.83%	+19.69%	—	+15.15%
	—	+16.50%	—	—	+14.10%
Risk
	16.48%	19.12%	14.81%Best in row	16.59%	14.18%
	0.58	0.83	1.01Best in row	0.67	0.47
	0.79	1.13	1.41Best in row	0.91	0.63
	-50.77%	-37.82%	-35.80%	-19.34%Best in row	-37.97%

	+2.50%	+8.58%	+8.82%Best in row	+4.68%	+0.84%
	1.06	1.16	0.97	1.02	0.97
	104.8%	141.5%Best in row	122.4%	116.4%	100.1%
	92.1%	113.6%	80.9%Best in row	96.8%	95.6%

	1.22%Best in row	2.11%	1.34%	1.98%	1.93%
	₹23.49Cr	₹4,627Cr	₹345.73Cr	₹3,957Cr	₹857.48Cr
	₹0	₹500	₹0	₹500	—
	₹500	₹500	₹5.00K	₹500	—
	35%	10%	40%	13%	33%
	Sudhir Kedia	Rakesh Shetty	Nidhi Chawla · 1.1y	Abhishek Gupta	—
	03 Apr 2018	22 Jan 2015	03 Jul 2018	28 Nov 2022	—

	41	30	29	77	—
	46.0%	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.