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NAVs as of 20 Aug 2026

Bajaj Finserv ELSS Tax Saver FundDirect · 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 03 Feb 2025 – 20 Aug 2026, limited by Bajaj Finserv 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	Bajaj Finserv ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	WhiteOak Capital ELSS Tax Saver Fund	JM ELSS Tax Saver Fund	Nifty 500
03 Feb 2025	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
22 Mar 2025	₹104.23	₹98.64	₹99.02	₹97.79	₹99.40
08 May 2025	₹107.09	₹105.81	₹101.32	₹97.62	₹102.06
24 Jun 2025	₹112.27	₹114.49	₹108.01	₹104.45	₹107.99
10 Aug 2025	₹108.59	₹113.05	₹106.40	₹102.80	₹104.86
26 Sep 2025	₹110.45	₹115.88	₹107.26	₹105.24	₹106.12
12 Nov 2025	₹116.45	₹117.01	₹113.16	₹111.37	₹111.37
28 Dec 2025	₹115.47	₹116.26	₹111.46	₹110.29	₹111.11
13 Feb 2026	₹114.00	₹114.76	₹107.91	₹105.73	₹108.93
01 Apr 2026	₹103.68	₹102.52	₹97.78	₹95.34	₹97.82
18 May 2026	₹113.89	₹110.66	₹105.50	₹104.34	₹104.95
04 Jul 2026	₹118.93	₹118.46	₹112.28	₹112.20	₹108.87
20 Aug 2026	₹119.70	₹121.13	₹116.73	₹117.75	₹109.86

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	Bajaj Finserv ELSS Tax Saver Fund	SBI Long Term Advantage Fund - Series V	WhiteOak Capital ELSS Tax Saver Fund	JM ELSS Tax Saver Fund
Bajaj Finserv ELSS Tax Saver Fund	·
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.

WhiteOak Capital ELSS Tax Saver Fund and JM ELSS Tax Saver Fund share 31% of their equity book by weight.

Shared holdings — WhiteOak Capital ELSS Tax Saver Fund vs JM ELSS Tax Saver Fund

Stocks held by both WhiteOak Capital ELSS Tax Saver Fund and JM ELSS Tax Saver Fund, with each fund's weight and the weight they share.
Stock	WhiteOak Capital ELSS Tax Saver Fund	JM ELSS Tax Saver Fund
HDFC Bank Ltd	6.45%	3.46%	3.46%
ICICI Bank Ltd	8.69%	2.94%	2.94%
Bharti Airtel Ltd	4.18%	2.69%	2.69%
Reliance Industries Ltd	2.63%	3.05%	2.63%
Kotak Mahindra Bank Ltd	2.50%	1.88%	1.88%
Maruti Suzuki India Ltd	1.83%	2.25%	1.83%
State Bank of India	1.65%	1.84%	1.65%
Zomato Ltd	2.42%	1.64%	1.64%
Coforge Ltd	1.62%	1.42%	1.42%
Mahindra & Mahindra Ltd	2.60%	1.38%	1.38%
Max Financial Services Ltd	1.13%	1.85%	1.13%
Hindalco Industries Ltd	1.08%	1.27%	1.08%
Persistent Systems Ltd	1.07%	1.15%	1.07%
Navin Fluorine International Ltd	0.83%	1.63%	0.83%
Larsen & Toubro Ltd	0.73%	2.50%	0.73%

9 more stocks in common. 24 shared of 135 / 54 positions. Weights are shown as a share of each fund's equity book.

Bajaj Finserv ELSS Tax Saver Fund, 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	Bajaj Finserv ELSS Tax Saver Fund Bajaj Finserv · Direct · IDCW NAV ₹12.01 Very High risk ★★★★★ 1Y	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

	+7.03%	+3.53%	+6.43%	+10.21%Best in row	+2.22%
	—	+21.86%Best in row	+18.81%	+18.31%	+9.76%
	—	+17.26%Best in row	—	+16.34%	+8.88%
	—	—	—	+16.47%	+10.68%
	+12.37%	+16.54%	+18.96%Best in row	+16.78%	+10.64%
	+9.20%	+17.93%Best in row	+16.22%	+16.53%	—

	—	+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
	13.20%Best in row	14.81%	14.18%	16.10%	14.08%
	0.04	1.04Best in row	0.87	0.73	0.32
	0.06	1.46Best in row	1.19	0.99	0.44
	-13.51%Best in row	-35.76%	-16.36%	-37.39%	-35.52%

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

	1.30%	1.17%	0.87%Best in row	1.34%	1.17%
	₹82.41Cr	₹345.73Cr	₹453.00Cr	₹220.95Cr	₹694.87Cr
	₹500	₹5.00K	₹500	₹500	—
	138%	40%	35%	26%	33%
	Siddharth Chaudhary	Nidhi Chawla · 1.1y	Dheeresh Pathak · 2.4y	Ruchi Fozdar	—
	03 Feb 2025	03 Jul 2018	17 Oct 2022	02 Jan 2013	—

	49	29	135	54	—
	43.1%	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.