How much do Back to Index and Tata Nifty Midcap 150 Index Fund overlap?

They share 20 common holdings, a weighted portfolio overlap of about 20.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.13% 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 Midcap 150 Index Fund

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

Weighted portfolio overlap

20.13%

Moderate overlap

Common

Only Back

130

Only Tata

20 of 157 unique stocks in common · Jaccard: 12.7%

Common holdings

Stock	in Back	in Tata
BSECapital Markets	3.83%	4.20%
Multi Commodity Exchange of IndiaCapital Markets	4.33%	1.87%
PB FintechFinancial Technology (Fintech)	2.20%	1.44%
Persistent SystemsIT - Software	5.41%	1.40%
CoforgeIT - Software	5.58%	1.23%
Dixon Technologies (India)Consumer Durables	3.54%	1.18%
IDFC First BankBanks	1.47%	1.17%
One 97 CommunicationsFinancial Technology (Fintech)	7.29%	1.17%
AU Small Finance BankBanks	1.01%	1.38%
Tube Investments of IndiaAuto Components	3.51%	0.83%
KEI IndustriesIndustrial Products	5.48%	0.81%
Waaree EnergiesElectrical Equipment	1.04%	0.75%
Aditya Birla CapitalFinance	5.17%	0.74%
L&T FinanceFinance	2.61%	0.61%
Prestige Estates ProjectsRealty	2.91%	0.57%
Kalyan Jewellers IndiaConsumer Durables	7.09%	0.34%
ICICI Prudential Asset Management CompanyCapital Markets	1.96%	0.31%
Premier EnergiesElectrical Equipment	1.25%	0.31%
Bharti HexacomTelecom - Services	3.18%	0.28%
Billionbrains Garage VenturesCapital Markets	5.09%	0.28%

FAQ

How much do Back to Index and Tata Nifty Midcap 150 Index Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 20.13% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.13% 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.