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

They share 11 common holdings, a weighted portfolio overlap of about 33.25% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 33.25% 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

33.25%

Moderate overlap

Common

Only Back

Only Tata

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

Common holdings

Stock	in Back	in Tata
BSECapital Markets	14.18%	7.56%
AU Small Finance BankBanks	5.46%	4.38%
The Federal BankBanks	6.72%	4.38%
One 97 CommunicationsFinancial Technology (Fintech)	4.38%	3.00%
Max Financial ServicesInsurance	4.00%	2.89%
Aditya Birla CapitalFinance	2.71%	2.87%
Indian BankBanks	2.86%	2.35%
L&T FinanceFinance	2.27%	3.24%
IDFC First BankBanks	4.39%	2.24%
Bank of IndiaBanks	1.62%	0.88%
SBI Cards and Payment ServicesFinance	1.84%	0.59%

FAQ

How much do Back to Index and Tata Nifty Midcap 150 Momentum 50 Index Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 33.25% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 33.25% 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.