How much do Back to Index and quant Small Cap Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 6.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.13% 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 quant Small Cap Fund

Motilal Oswal MF · Index FundQuant MF · Small Cap· as on May 2026

Weighted portfolio overlap

6.13%

Low overlap

Common

220

Only Back

Only quant

14 of 297 unique stocks in common · Jaccard: 4.7%

Common holdings

Stock	in Back	in quant
Karnataka BankBanks	1.26%	1.25%
Strides Pharma SciencePharmaceuticals & Biotechnology	0.86%	1.27%
ArvindTextiles & Apparels	0.78%	2.21%
Alivus Life SciencesPharmaceuticals & Biotechnology	0.40%	0.58%
Gujarat State Fertilizers and ChemicalsFertilizers & Agrochemicals	0.47%	0.39%
EPLIndustrial Products	0.39%	0.53%
Viyash ScientificPharmaceuticals & Biotechnology	0.39%	1.92%
Black BoxIT - Services	0.37%	1.04%
Welspun EnterprisesConstruction	0.34%	1.09%
BlackbuckTransport Services	0.71%	0.27%
Maharashtra SeamlessIndustrial Products	0.31%	0.25%
Embassy DevelopmentsRealty	0.31%	0.15%
Just DialRetailing	0.14%	0.62%
Oswal PumpsIndustrial Products	0.14%	0.17%

FAQ

How much do Back to Index and quant Small Cap Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 6.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.13% 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.