How much do Back to Index and ICICI Prudential Long Term Wealth Enhancement Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 37.04% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 37.04% 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 ICICI Prudential Long Term Wealth Enhancement Fund

Motilal Oswal MF · Index FundICICI Pru MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

37.04%

Moderate overlap

Common

Only Back

Only ICICI

11 of 43 unique stocks in common · Jaccard: 25.6%

Common holdings

Stock	in Back	in ICICI
HDFC BankBanks	17.55%	7.54%
ICICI BankBanks	13.42%	7.33%
Bharti AirtelTelecom - Services	8.60%	4.91%
InfosysIT - Software	6.16%	4.11%
EternalRetailing	2.64%	4.41%
State Bank of IndiaBanks	6.59%	2.64%
Axis BankBanks	5.41%	2.31%
HCL TechnologiesIT - Software	1.88%	2.09%
Interglobe AviationTransport Services	1.44%	1.81%
Tata Consultancy ServicesIT - Software	3.75%	1.26%
Avenue SupermartsRetailing	1.00%	5.64%

FAQ

How much do Back to Index and ICICI Prudential Long Term Wealth Enhancement Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 37.04% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 37.04% 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.