How much do Back to Index and Tata Nifty Realty Index Fund overlap?

They share 10 common holdings, a weighted portfolio overlap of about 97.94% (extreme overlap — near-identical portfolios), as on May 2026. Information only, not investment advice.

What does 97.94% 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 Nifty Realty Index Fund

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

Weighted portfolio overlap

97.94%

Extreme overlap

Common

Only Back

Only Tata

10 of 10 unique stocks in common · Jaccard: 100%

Common holdings

Stock	in Back	in Tata
DLFRealty	18.90%	19.27%
The Phoenix MillsRealty	16.54%	16.81%
Godrej PropertiesRealty	13.71%	13.34%
Lodha DevelopersRealty	12.69%	13.43%
Prestige Estates ProjectsRealty	11.98%	11.75%
Oberoi RealtyRealty	9.87%	10.22%
Brigade EnterprisesRealty	5.51%	4.61%
Anant RajRealty	3.73%	3.99%
Aditya Birla Real EstateRealty	3.90%	3.31%
SobhaRealty	3.20%	3.21%

FAQ

How much do Back to Index and Tata Nifty Realty Index Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 97.94% (extreme overlap — near-identical portfolios), as on May 2026. Information only, not investment advice.
What does 97.94% 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.