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

They share 10 common holdings, a weighted portfolio overlap of about 32.16% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 32.16% 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 Quant Fund

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

Weighted portfolio overlap

32.16%

Moderate overlap

Common

Only Back

Only SBI

10 of 53 unique stocks in common · Jaccard: 18.9%

Common holdings

Stock	in Back	in SBI
Hero MotoCorpAutomobiles	5.15%	5.26%
Tata Consultancy ServicesIT - Software	5.65%	4.69%
HDFC Asset Management CompanyCapital Markets	5.15%	4.37%
Nestle IndiaFood Products	5.93%	4.08%
GE Vernova T&D IndiaElectrical Equipment	5.99%	3.05%
InfosysIT - Software	5.21%	3.04%
Hindustan ZincNon - Ferrous Metals	2.54%	2.63%
Hindustan UnileverDiversified FMCG	5.86%	2.36%
Oracle Financial Services SoftwareIT - Software	1.89%	2.11%
MaricoAgricultural Food & Other Products	3.32%	0.99%

FAQ

How much do Back to Index and SBI Quant Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 32.16% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 32.16% 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.