How much do Back to Index and SBI MNC Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 20.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.13% 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

Back to Index vs SBI MNC Fund

Motilal Oswal MF · Index FundSBI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

20.13%

Moderate overlap

Common

Only Back

Only SBI

12 of 87 unique stocks in common · Jaccard: 13.8%

Common holdings

Stock	in Back	in SBI
Divi's LaboratoriesPharmaceuticals & Biotechnology	3.35%	4.95%
Cummins IndiaIndustrial Products	2.88%	5.82%
Britannia IndustriesFood Products	2.73%	2.58%
Samvardhana Motherson InternationalAuto Components	2.18%	2.40%
VedantaDiversified Metals	1.87%	3.26%
ABB IndiaElectrical Equipment	1.54%	2.99%
SiemensElectrical Equipment	1.36%	3.17%
Hyundai Motor IndiaAutomobiles	1.05%	2.22%
Malco EnergyOil	0.83%	1.12%
Talwandi Sabo PowerPower	0.83%	1.12%
Vedanta Aluminium MetalNon - Ferrous Metals	0.83%	1.12%
Vedanta Iron And SteelFerrous Metals	0.83%	1.12%

FAQ

How much do Back to Index and SBI MNC Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 20.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.13% 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 May 2026). Equity holdings only, ISIN-verified. Not investment advice.