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

They share 15 common holdings, a weighted portfolio overlap of about 7.49% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 7.49% 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 Smallcap Fund

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

Weighted portfolio overlap

7.49%

Low overlap

Common

219

Only Back

Only SBI

15 of 286 unique stocks in common · Jaccard: 5.2%

Common holdings

Stock	in Back	in SBI
Sansera EngineeringAuto Components	1.35%	1.35%
V-Guard IndustriesConsumer Durables	0.78%	1.39%
Finolex IndustriesIndustrial Products	0.60%	1.72%
Thangamayil JewelleryConsumer Durables	0.59%	1.45%
CMS Info SystemsCommercial Services & Supplies	0.56%	1.19%
Privi Speciality ChemicalsChemicals & Petrochemicals	0.56%	1.65%
CSB BankBanks	0.47%	1.04%
Archean Chemical IndustriesChemicals & Petrochemicals	0.43%	0.62%
Westlife FoodworldLeisure Services	0.40%	0.84%
Happiest Minds TechnologiesIT - Software	0.38%	0.47%
Ahluwalia Contracts (India)Construction	0.33%	0.95%
Vedant FashionsRetailing	0.32%	0.38%
Relaxo FootwearsConsumer Durables	0.27%	1.09%
Sheela FoamConsumer Durables	0.24%	0.51%
Electronics Mart IndiaRetailing	0.21%	0.61%

FAQ

How much do Back to Index and SBI Smallcap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 7.49% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 7.49% 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.