How much do Aditya Birla Sun Life Small Cap Fund and Back to Index overlap?

They share 7 common holdings, a weighted portfolio overlap of about 5.39% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.

What does 5.39% 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 Small Cap Fund vs Back to Index

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

Weighted portfolio overlap

5.39%

Low overlap

Common

Only Aditya

Only Back

7 of 142 unique stocks in common · Jaccard: 4.9%

Common holdings

Stock	in Aditya	in Back
Sai Life SciencesPharmaceuticals & Biotechnology	2.62%	1.37%
SwiggyRetailing	0.87%	3.53%
PB FintechFinancial Technology (Fintech)	0.71%	5.30%
SagilityIT - Services	0.69%	0.91%
Piramal PharmaPharmaceuticals & Biotechnology	0.66%	0.94%
Ather EnergyAutomobiles	0.65%	1.69%
Aditya InfotechIndustrial Manufacturing	0.94%	0.44%

FAQ

How much do Aditya Birla Sun Life Small Cap Fund and Back to Index overlap?: They share 7 common holdings, a weighted portfolio overlap of about 5.39% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.
What does 5.39% 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.