How much do Back to Index and UTI - Healthcare Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 33.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 33.7% 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 UTI - Healthcare Fund

Motilal Oswal MF · Index FundUTI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

33.7%

Moderate overlap

Common

Only Back

Only UTI

17 of 55 unique stocks in common · Jaccard: 30.9%

Common holdings

Stock	in Back	in UTI
LupinPharmaceuticals & Biotechnology	9.88%	3.80%
Alkem LaboratoriesPharmaceuticals & Biotechnology	5.58%	3.07%
Fortis HealthcareHealthcare Services	8.50%	3.05%
Gland PharmaPharmaceuticals & Biotechnology	2.46%	3.98%
Glenmark PharmaceuticalsPharmaceuticals & Biotechnology	6.40%	2.42%
IPCA LaboratoriesPharmaceuticals & Biotechnology	3.76%	2.42%
Sai Life SciencesPharmaceuticals & Biotechnology	2.60%	2.19%
Ajanta PharmaPharmaceuticals & Biotechnology	2.10%	4.70%
Aster DM HealthcareHealthcare Services	3.14%	1.94%
Aurobindo PharmaPharmaceuticals & Biotechnology	6.87%	1.88%
Global HealthHealthcare Services	1.67%	2.25%
Krishna Institute Of Medical SciencesHealthcare Services	2.91%	1.44%
Cohance LifesciencesPharmaceuticals & Biotechnology	1.39%	2.48%
Dr. Lal Path LabsHealthcare Services	1.88%	1.32%
PfizerPharmaceuticals & Biotechnology	1.26%	1.35%
BioconPharmaceuticals & Biotechnology	4.54%	0.70%
Syngene InternationalHealthcare Services	1.57%	0.59%

FAQ

How much do Back to Index and UTI - Healthcare Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 33.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 33.7% 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.