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

They share 12 common holdings, a weighted portfolio overlap of about 24.39% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 24.39% 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 Midcap 50 Index Fund

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

Weighted portfolio overlap

24.39%

Moderate overlap

Common

Only Back

Only Kotak

12 of 65 unique stocks in common · Jaccard: 18.5%

Common holdings

Stock	in Back	in Kotak
BSECapital Markets	3.83%	7.56%
Multi Commodity Exchange of IndiaCapital Markets	4.33%	3.36%
Persistent SystemsIT - Software	5.41%	2.52%
CoforgeIT - Software	5.58%	2.21%
PB FintechFinancial Technology (Fintech)	2.20%	2.59%
Dixon Technologies (India)Consumer Durables	3.54%	2.12%
One 97 CommunicationsFinancial Technology (Fintech)	7.29%	2.10%
Tube Investments of IndiaAuto Components	3.51%	1.50%
IDFC First BankBanks	1.47%	2.11%
Waaree EnergiesElectrical Equipment	1.04%	1.34%
Prestige Estates ProjectsRealty	2.91%	1.03%
AU Small Finance BankBanks	1.01%	2.48%

FAQ

How much do Back to Index and Kotak Nifty Midcap 50 Index Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 24.39% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 24.39% 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.