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

They share 4 common holdings, a weighted portfolio overlap of about 12.68% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 12.68% 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 Capital Markets Index Fund

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

Weighted portfolio overlap

12.68%

Low overlap

Common

Only Back

Only Tata

4 of 40 unique stocks in common · Jaccard: 10%

Common holdings

Stock	in Back	in Tata
Multi Commodity Exchange of IndiaCapital Markets	4.33%	17.08%
BSECapital Markets	3.83%	23.86%
Billionbrains Garage VenturesCapital Markets	5.09%	2.56%
ICICI Prudential Asset Management CompanyCapital Markets	1.96%	2.80%

FAQ

How much do Back to Index and Tata Nifty Capital Markets Index Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 12.68% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 12.68% 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.