How much do Back to Index and UTI Nifty 50 Index Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 21.86% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.86% 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 Nifty 50 Index Fund

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

Weighted portfolio overlap

21.86%

Moderate overlap

Common

Only Back

Only UTI

9 of 70 unique stocks in common · Jaccard: 12.9%

Common holdings

Stock	in Back	in UTI
Bharti AirtelTelecom - Services	5.17%	5.19%
Larsen & ToubroConstruction	4.04%	4.42%
ICICI BankBanks	3.86%	8.30%
State Bank of IndiaBanks	2.83%	3.70%
EternalRetailing	5.32%	1.67%
Bharat ElectronicsAerospace & Defense	2.77%	1.36%
Shriram FinanceFinance	4.13%	1.23%
Interglobe AviationTransport Services	2.36%	0.92%
Apollo Hospitals EnterpriseHealthcare Services	3.03%	0.78%

FAQ

How much do Back to Index and UTI Nifty 50 Index Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 21.86% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.86% 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.