How much do Back to Index and Tata Nifty Midcap 150 Momentum 50 Index Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 18.42% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.42% 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 Momentum 50 Index Fund

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

Weighted portfolio overlap

18.42%

Low overlap

Common

Only Back

Only Tata

9 of 68 unique stocks in common · Jaccard: 13.2%

Common holdings

Stock	in Back	in Tata
BSECapital Markets	3.83%	7.56%
One 97 CommunicationsFinancial Technology (Fintech)	7.29%	3.00%
Aditya Birla CapitalFinance	5.17%	2.87%
L&T FinanceFinance	2.61%	3.24%
Persistent SystemsIT - Software	5.41%	1.79%
CoforgeIT - Software	5.58%	1.50%
IDFC First BankBanks	1.47%	2.24%
AU Small Finance BankBanks	1.01%	4.38%
Bharti HexacomTelecom - Services	3.18%	0.34%

FAQ

How much do Back to Index and Tata Nifty Midcap 150 Momentum 50 Index Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 18.42% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.42% 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.