How much do Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Back to Index overlap?

They share 9 common holdings, a weighted portfolio overlap of about 21.13% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 21.13% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund vs Back to Index

Aditya Birla SL MF · Index FundMotilal Oswal MF · Index Fund· as on Apr 2026

Weighted portfolio overlap

21.13%

Moderate overlap

Common

Only Aditya

Only Back

9 of 70 unique stocks in common · Jaccard: 12.9%

Common holdings

Stock	in Aditya	in Back
Multi Commodity Exchange of IndiaCapital Markets	4.84%	7.21%
The Federal BankBanks	3.77%	6.72%
Max Financial ServicesInsurance	2.70%	4.00%
AU Small Finance BankBanks	2.59%	5.46%
Aditya Birla CapitalFinance	1.94%	2.71%
Indian BankBanks	1.74%	2.86%
L&T FinanceFinance	1.55%	2.27%
RBL BankBanks	1.11%	1.93%
Bank of IndiaBanks	0.91%	1.62%

FAQ

How much do Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Back to Index overlap?: They share 9 common holdings, a weighted portfolio overlap of about 21.13% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 21.13% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.