Back to Index vs UTI Nifty 500 Value 50 Index Fund

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

Weighted portfolio overlap

5.3%

Low overlap

Common

Only Back

Only UTI

4 of 86 unique stocks in common · Jaccard: 4.7%

Overlap Analysis & Diversification Assessment

A weighted portfolio overlap of 5.3% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.3 is allocated to the exact same companies at the same relative proportions. The schemes share 4 common holdings.

The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 2.48% in Back to Index and 4.60% in UTI Nifty 500 Value 50 Index Fund. Holding both schemes increases your concentration in State Bank of India rather than expanding your diversification.

If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).

Common holdings

Stock	in Back	in UTI
State Bank of IndiaBanks	2.48%	4.60%
Aster DM HealthcareHealthcare Services	7.18%	1.89%
RBL BankBanks	1.74%	0.50%
Cholamandalam Financial HoldingsFinance	0.99%	0.43%

FAQ

How much do Back to Index and UTI Nifty 500 Value 50 Index Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 5.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 5.3% 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.

Stock

in Back

in UTI

State Bank of IndiaBanks

2.48%

4.60%

Aster DM HealthcareHealthcare Services

7.18%

1.89%

RBL BankBanks

1.74%

0.50%

Cholamandalam Financial HoldingsFinance

0.99%

0.43%

FAQ

How much do Back to Index and UTI Nifty 500 Value 50 Index Fund overlap?

They share 4 common holdings, a weighted portfolio overlap of about 5.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 5.3% 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.