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

They share 11 common holdings, a weighted portfolio overlap of about 12.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 12.13% 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 Index Fund

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

Weighted portfolio overlap

12.13%

Low overlap

Common

Only Back

139

Only Tata

11 of 168 unique stocks in common · Jaccard: 6.5%

Common holdings

Stock	in Back	in Tata
Multi Commodity Exchange of IndiaCapital Markets	3.72%	1.87%
Suzlon EnergyElectrical Equipment	2.46%	1.72%
IndusInd BankBanks	3.61%	1.49%
Persistent SystemsIT - Software	4.56%	1.40%
Polycab IndiaIndustrial Products	2.65%	1.24%
CoforgeIT - Software	5.27%	1.23%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	2.37%	1.10%
Waaree EnergiesElectrical Equipment	4.05%	0.75%
Radico KhaitanBeverages	1.75%	0.68%
Kalyan Jewellers IndiaConsumer Durables	7.36%	0.34%
ICICI Prudential Asset Management CompanyCapital Markets	1.01%	0.31%

FAQ

How much do Back to Index and Tata Nifty Midcap 150 Index Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 12.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 12.13% 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.