How much do Back to Index and quant Healthcare Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 6.4% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.4% 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 quant Healthcare Fund

Motilal Oswal MF · Index FundQuant MF · Smart-Beta / Factor· as on May 2026

Weighted portfolio overlap

6.4%

Low overlap

Common

118

Only Back

Only quant

8 of 129 unique stocks in common · Jaccard: 6.2%

Common holdings

Stock	in Back	in quant
Aurobindo PharmaPharmaceuticals & Biotechnology	2.76%	4.95%
Aster DM HealthcareHealthcare Services	1.32%	8.73%
GlaxoSmithKline PharmaceuticalsPharmaceuticals & Biotechnology	0.68%	1.93%
PfizerPharmaceuticals & Biotechnology	0.51%	5.92%
Strides Pharma SciencePharmaceuticals & Biotechnology	0.49%	2.63%
Anthem BiosciencesPharmaceuticals & Biotechnology	0.33%	8.66%
Alivus Life SciencesPharmaceuticals & Biotechnology	0.23%	6.98%
SMS PharmaceuticalsPharmaceuticals & Biotechnology	0.08%	7.66%

FAQ

How much do Back to Index and quant Healthcare Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 6.4% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.4% 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.