How much do Back to Index and Back to Index overlap?

They share 11 common holdings, a weighted portfolio overlap of about 33.24% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 33.24% 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 Back to Index

Motilal Oswal MF · Index FundMotilal Oswal MF · Index Fund· as on Apr 2026

Weighted portfolio overlap

33.24%

Moderate overlap

Common

Only Back to Index

11 of 69 unique stocks in common · Jaccard: 15.9%

Common holdings

Stock	in Back to Index	in Back to Index
BSECapital Markets	14.18%	6.88%
AU Small Finance BankBanks	5.46%	4.68%
The Federal BankBanks	6.72%	4.51%
One 97 CommunicationsFinancial Technology (Fintech)	4.38%	3.04%
Max Financial ServicesInsurance	4.00%	2.84%
Aditya Birla CapitalFinance	2.71%	2.83%
Indian BankBanks	2.86%	2.49%
IDFC First BankBanks	4.39%	2.27%
L&T FinanceFinance	2.27%	3.27%
Bank of IndiaBanks	1.62%	0.91%
SBI Cards and Payment ServicesFinance	1.84%	0.64%

FAQ

How much do Back to Index and Back to Index overlap?: They share 11 common holdings, a weighted portfolio overlap of about 33.24% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 33.24% 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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.