How much do Back to Index and Kotak Rural Opportunities Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 31.94% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.94% 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 Kotak Rural Opportunities Fund

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

Weighted portfolio overlap

31.94%

Moderate overlap

Common

Only Back

Only Kotak

14 of 61 unique stocks in common · Jaccard: 23%

Common holdings

Stock	in Back	in Kotak
State Bank of IndiaBanks	5.64%	8.85%
Bharti AirtelTelecom - Services	4.57%	9.20%
TVS Motor CompanyAutomobiles	4.29%	3.16%
Shriram FinanceFinance	4.98%	3.14%
Bajaj FinanceFinance	4.78%	2.57%
Cholamandalam Investment and Finance CompanyFinance	2.16%	2.13%
SBI Life Insurance CompanyInsurance	3.51%	2.07%
Eicher MotorsAutomobiles	4.95%	1.99%
Muthoot FinanceFinance	3.24%	1.89%
Cummins IndiaIndustrial Products	3.47%	1.44%
Maruti Suzuki IndiaAutomobiles	4.09%	0.99%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	2.21%	0.88%
Asian PaintsConsumer Durables	4.54%	0.84%
Indian BankBanks	1.82%	0.63%

FAQ

How much do Back to Index and Kotak Rural Opportunities Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 31.94% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.94% 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.