How much do Back to Index and Tata Nifty Capital Markets Index Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 97.29% (extreme overlap — near-identical portfolios), as on May 2026. Information only, not investment advice.

What does 97.29% 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 Capital Markets Index Fund

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

Weighted portfolio overlap

97.29%

Extreme overlap

Common

Only Back

Only Tata

17 of 17 unique stocks in common · Jaccard: 100%

Common holdings

Stock	in Back	in Tata
BSECapital Markets	21.77%	23.86%
Multi Commodity Exchange of IndiaCapital Markets	17.94%	17.08%
HDFC Asset Management CompanyCapital Markets	13.07%	12.35%
360 One WamCapital Markets	6.36%	6.50%
Central Depository Services (India)Capital Markets	5.34%	5.02%
Angel OneCapital Markets	4.73%	4.95%
Nippon Life India Asset ManagementCapital Markets	4.25%	4.44%
Computer Age Management ServicesCapital Markets	4.20%	4.31%
Anand Rathi WealthCapital Markets	3.63%	3.33%
Motilal Oswal Financial ServicesCapital Markets	2.95%	3.10%
ICICI Prudential Asset Management CompanyCapital Markets	2.72%	2.80%
KFin TechnologiesCapital Markets	2.83%	2.59%
Billionbrains Garage VenturesCapital Markets	3.11%	2.56%
Nuvama Wealth ManagementCapital Markets	2.42%	2.71%
Indian Energy ExchangeCapital Markets	2.35%	2.31%
Aditya Birla Sun Life AMCCapital Markets	1.75%	1.75%
UTI Asset Management CompanyCapital Markets	0.94%	0.90%

FAQ

How much do Back to Index and Tata Nifty Capital Markets Index Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 97.29% (extreme overlap — near-identical portfolios), as on May 2026. Information only, not investment advice.
What does 97.29% 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.