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

They share 16 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 Tata Small Cap Fund

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

Weighted portfolio overlap

7.49%

Low overlap

Common

218

Only Back

Only Tata

16 of 279 unique stocks in common · Jaccard: 5.7%

Common holdings

Stock	in Back	in Tata
Sudarshan Chemical IndustriesChemicals & Petrochemicals	0.82%	4.02%
CIE Automotive IndiaAuto Components	0.75%	1.24%
Kirloskar Pneumatic CompanyIndustrial Products	0.71%	5.68%
KSBIndustrial Products	0.64%	1.58%
DCB BankBanks	0.62%	1.71%
Time TechnoplastIndustrial Products	0.62%	2.13%
Gokaldas ExportsTextiles & Apparels	0.57%	0.89%
Gujarat Pipavav PortTransport Infrastructure	0.53%	1.47%
Eureka ForbesConsumer Durables	0.43%	0.42%
Alivus Life SciencesPharmaceuticals & Biotechnology	0.40%	0.73%
SAMHI HotelsLeisure Services	0.35%	1.69%
VIP IndustriesConsumer Durables	0.30%	1.21%
ASK AutomotiveAuto Components	0.27%	1.24%
Cello WorldConsumer Durables	0.22%	2.40%
Quess CorpCommercial Services & Supplies	0.16%	1.65%
Rallis IndiaFertilizers & Agrochemicals	0.28%	0.11%

FAQ

How much do Back to Index and Tata Small Cap Fund overlap?: They share 16 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.