How much do Back to Index and Tata Nifty Financial Services Index Fund overlap?

They share 3 common holdings, a weighted portfolio overlap of about 7.96% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 7.96% 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

Back to Index vs Tata Nifty Financial Services Index Fund

Motilal Oswal MF · Index FundTata MF · Index Fund· as on May 2026

Weighted portfolio overlap

7.96%

Low overlap

Common

Only Back

Only Tata

3 of 46 unique stocks in common · Jaccard: 6.5%

Common holdings

Stock	in Back	in Tata
Shriram FinanceFinance	4.31%	4.39%
Bajaj FinanceFinance	2.57%	8.05%
Muthoot FinanceFinance	5.05%	1.08%

FAQ

How much do Back to Index and Tata Nifty Financial Services Index Fund overlap?: They share 3 common holdings, a weighted portfolio overlap of about 7.96% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 7.96% 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 May 2026). Equity holdings only, ISIN-verified. Not investment advice.