How much do Back to Index and SBI Energy Opportunities Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 29.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.47% 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 SBI Energy Opportunities Fund

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

Weighted portfolio overlap

29.47%

Moderate overlap

Common

Only Back

Only SBI

14 of 50 unique stocks in common · Jaccard: 28%

Common holdings

Stock	in Back	in SBI
Oil & Natural Gas CorporationOil	7.69%	7.24%
NTPCPower	9.26%	4.89%
Kalpataru Projects InternationalConstruction	4.03%	5.87%
GAIL (India)Gas	2.90%	6.91%
Power Finance CorporationFinance	4.29%	2.05%
RECFinance	2.89%	1.64%
Torrent PowerPower	1.63%	3.64%
JSW EnergyPower	1.49%	4.06%
Power Grid Corporation of IndiaPower	7.09%	0.98%
NHPCPower	1.27%	0.97%
CESCPower	0.57%	2.48%
Adani PowerPower	4.39%	0.51%
KEC InternationalConstruction	2.10%	0.50%
Oil IndiaOil	1.73%	0.07%

FAQ

How much do Back to Index and SBI Energy Opportunities Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 29.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.47% 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.