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NAVs as of 20 Aug 2026

Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW (Direct · IDCWSBI Long Term Advantage Fund - Series VDirect · IDCWWhiteOak Capital ELSS Tax Saver FundDirect · IDCWJM ELSS Tax Saver FundDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 17 Oct 2022 – 20 Aug 2026, limited by WhiteOak Capital 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 ELSS Tax Saver Fund - Direct Plan - IDCW (	SBI Long Term Advantage Fund - Series V	WhiteOak Capital ELSS Tax Saver Fund	JM ELSS Tax Saver Fund	Nifty 500
17 Oct 2022	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
11 Feb 2023	₹100.81	₹99.36	₹100.13	₹103.02	₹100.74
08 Jun 2023	₹106.15	₹106.75	₹107.83	₹112.65	₹106.81
03 Oct 2023	₹115.86	₹111.02	₹120.62	₹124.01	₹115.75
28 Jan 2024	₹124.48	₹118.13	₹136.21	₹140.62	₹130.10
24 May 2024	₹140.10	₹139.98	₹152.09	₹163.72	₹144.13
18 Sep 2024	₹155.08	₹171.08	₹175.96	₹190.85	₹160.33
12 Jan 2025	₹144.57	₹167.53	₹171.75	₹175.00	₹146.24
09 May 2025	₹145.06	₹171.19	₹167.80	₹163.94	₹145.41
03 Sep 2025	₹154.83	₹189.37	₹181.58	₹180.33	₹153.39
29 Dec 2025	₹159.10	₹188.31	₹184.99	₹184.80	₹158.87
25 Apr 2026	₹150.25	₹179.98	₹176.53	₹175.35	₹151.41
20 Aug 2026	₹146.85	₹197.32	₹194.81	₹198.70	₹157.74

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 ELSS Tax Saver Fund - Direct Plan - IDCW (	SBI Long Term Advantage Fund - Series V	WhiteOak Capital ELSS Tax Saver Fund	JM ELSS Tax Saver Fund
Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW (	·
SBI Long Term Advantage Fund - Series V	·	·
WhiteOak Capital ELSS Tax Saver Fund	·	·	·
JM ELSS Tax Saver Fund	·	·	·	·

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

Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW ( and WhiteOak Capital ELSS Tax Saver Fund share 34% of their equity book by weight.

Shared holdings — Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW ( vs WhiteOak Capital ELSS Tax Saver Fund

Stocks held by both Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW ( and WhiteOak Capital ELSS Tax Saver Fund, with each fund's weight and the weight they share.
Stock	Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW (	WhiteOak Capital ELSS Tax Saver Fund
ICICI Bank Ltd	6.47%	8.69%	6.47%
HDFC Bank Ltd	7.49%	6.45%	6.45%
Bharti Airtel Ltd	3.97%	4.18%	3.97%
Reliance Industries Ltd	3.57%	2.63%	2.63%
Kotak Mahindra Bank Ltd	2.97%	2.50%	2.50%
Mahindra & Mahindra Ltd	2.23%	2.60%	2.23%
State Bank of India	3.84%	1.65%	1.65%
Zomato Ltd	1.64%	2.42%	1.64%
Max Financial Services Ltd	1.03%	1.13%	1.03%
Cipla Ltd	1.97%	0.81%	0.81%
Larsen & Toubro Ltd	3.69%	0.73%	0.73%
Tata Steel Ltd	1.03%	0.68%	0.68%
Axis Bank Ltd	4.68%	0.60%	0.60%
Kirloskar Oil Engines Ltd	3.69%	0.58%	0.58%
NTPC Ltd	1.78%	0.54%	0.54%

5 more stocks in common. 20 shared of 54 / 135 positions. Weights are shown as a share of each fund's equity book.

Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW (, SBI Long Term Advantage Fund - Series V, WhiteOak Capital ELSS Tax Saver Fund, JM ELSS Tax Saver Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the ELSS median.
Metric	Sundaram ELSS Tax Saver Fund - Direct Plan - IDCW ( Sundaram · Direct · IDCW NAV ₹518.00 Very High risk ★★☆☆☆	SBI Long Term Advantage Fund - Series V SBI · Direct · IDCW NAV ₹33.82 Very High risk ★★★★★	WhiteOak Capital ELSS Tax Saver Fund WhiteOak Capital · Direct · IDCW NAV ₹19.60 Very High risk ★★★★★	JM ELSS Tax Saver Fund JM Financial · Direct · IDCW NAV ₹59.81 Very High risk ★★★★☆	Category median ELSS · 68 funds

	-6.50%	+3.53%	+6.43%	+10.21%Best in row	+2.22%
	+9.06%	+21.86%Best in row	+18.81%	+18.31%	+9.76%
	—	+17.26%Best in row	—	+16.34%	+8.88%
	—	—	—	+16.47%	+10.68%
	+9.03%	+16.54%	+18.96%Best in row	+16.78%	+10.64%
	+7.56%	+17.93%Best in row	+16.22%	+16.53%	—

	+14.50%	+20.35%	+20.67%Best in row	+17.65%	+11.55%
	—	+20.20%Best in row	—	+17.15%	+12.14%
	—	—	—	+17.34%	+10.94%
Risk
	13.30%Best in row	14.81%	14.18%	16.10%	14.08%
	0.19	1.04Best in row	0.87	0.73	0.32
	0.26	1.46Best in row	1.19	0.99	0.44
	-16.69%	-35.76%	-16.36%Best in row	-37.39%	-35.52%

	-2.19%	+9.18%Best in row	+5.87%	+5.09%	-1.42%
	0.91	0.97	0.93	1.04	0.96
	89.3%	123.4%Best in row	110.2%	119.9%	91.4%
	99.5%	80.1%	80.1%	99.4%	94.7%

	1.76%	1.17%	0.87%Best in row	1.34%	1.17%
	₹1,254Cr	₹345.73Cr	₹453.00Cr	₹220.95Cr	₹694.87Cr
	₹500	₹5.00K	₹500	₹500	—
	60%	40%	35%	26%	33%
	Sudhir Kedia	Nidhi Chawla · 1.1y	Dheeresh Pathak · 2.4y	Ruchi Fozdar	—
	03 Jan 2022	03 Jul 2018	17 Oct 2022	02 Jan 2013	—

	54	29	135	54	—
	42.5%	47.2%	36.3%	27.8%	—
	1.9%	2.1%	0.4%	2.5%	—

4 rows carry the same value for every fund — show

Benchmark: Nifty 500
Exit load: None
Lock-in: 3 years
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.