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

They share 6 common holdings, a weighted portfolio overlap of about 11.17% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 11.17% 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 Nifty Index Fund

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

Weighted portfolio overlap

11.17%

Low overlap

Common

Only Back

Only SBI

6 of 71 unique stocks in common · Jaccard: 8.5%

Common holdings

Stock	in Back	in SBI
Bharti AirtelTelecom - Services	5.01%	5.19%
EternalRetailing	5.83%	1.67%
Bharat ElectronicsAerospace & Defense	2.63%	1.36%
Axis BankBanks	1.24%	3.41%
Shriram FinanceFinance	3.03%	1.23%
Max Healthcare InstituteHealthcare Services	2.23%	0.66%

FAQ

How much do Back to Index and SBI Nifty Index Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 11.17% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 11.17% 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.