How much do Back to Index and Kotak Nifty Smallcap 50 Index Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 10.61% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.61% 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 Kotak Nifty Smallcap 50 Index Fund

Motilal Oswal MF · Index FundKotak MF · Index Fund· as on May 2026

Weighted portfolio overlap

10.61%

Low overlap

Common

Only Back

Only Kotak

7 of 96 unique stocks in common · Jaccard: 7.3%

Common holdings

Stock	in Back	in Kotak
Karur Vysya BankBanks	3.64%	3.68%
City Union BankBanks	1.48%	2.49%
Central Depository Services (India)Capital Markets	1.21%	2.99%
Cholamandalam Financial HoldingsFinance	1.20%	2.12%
Five Star Business FinanceFinance	1.91%	1.16%
PG ElectroplastConsumer Durables	1.45%	1.05%
KEC InternationalConstruction	0.92%	0.87%

FAQ

How much do Back to Index and Kotak Nifty Smallcap 50 Index Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 10.61% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.61% 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.