How much do Back to Index and SBI BSE Sensex Index Fund overlap?

They share 17 common holdings, a weighted portfolio overlap of about 62.52% (significant overlap — largely the same bets), as on May 2026. Information only, not investment advice.

What does 62.52% 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 BSE Sensex Index Fund

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

Weighted portfolio overlap

62.52%

Significant overlap

Common

Only Back

Only SBI

17 of 43 unique stocks in common · Jaccard: 39.5%

Common holdings

Stock	in Back	in SBI
HDFC BankBanks	17.55%	12.83%
ICICI BankBanks	13.42%	10.17%
Bharti AirtelTelecom - Services	8.60%	5.90%
InfosysIT - Software	6.16%	4.57%
State Bank of IndiaBanks	6.59%	4.53%
Axis BankBanks	5.41%	4.16%
Kotak Mahindra BankBanks	4.19%	3.20%
Bajaj FinanceFinance	3.72%	2.74%
Tata Consultancy ServicesIT - Software	3.75%	2.58%
NTPCPower	2.81%	2.08%
EternalRetailing	2.64%	2.03%
Adani Ports and Special Economic ZoneTransport Infrastructure	1.82%	1.50%
Power Grid Corporation of IndiaPower	2.14%	1.49%
HCL TechnologiesIT - Software	1.88%	1.42%
Bajaj FinservFinance	1.50%	1.13%
Interglobe AviationTransport Services	1.44%	1.12%
Tech MahindraIT - Software	1.39%	1.07%

FAQ

How much do Back to Index and SBI BSE Sensex Index Fund overlap?: They share 17 common holdings, a weighted portfolio overlap of about 62.52% (significant overlap — largely the same bets), as on May 2026. Information only, not investment advice.
What does 62.52% 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.