How much do Back to Index and quant ELSS Tax Saver Fund overlap?

They share 5 common holdings, a weighted portfolio overlap of about 16.44% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.44% 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 quant ELSS Tax Saver Fund

Motilal Oswal MF · Index FundQuant MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

16.44%

Low overlap

Common

Only Back

Only quant

5 of 54 unique stocks in common · Jaccard: 9.3%

Common holdings

Stock	in Back	in quant
ICICI BankBanks	13.42%	9.13%
Bharti AirtelTelecom - Services	8.60%	3.86%
Tech MahindraIT - Software	1.39%	4.66%
Tata Power CompanyPower	1.11%	4.74%
HDFC Life Insurance CompanyInsurance	0.94%	3.67%

FAQ

How much do Back to Index and quant ELSS Tax Saver Fund overlap?: They share 5 common holdings, a weighted portfolio overlap of about 16.44% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.44% 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.