How much do Back to Index and Tata Housing Opportunities Fund overlap?

They share 4 common holdings, a weighted portfolio overlap of about 22.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.42% 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 Tata Housing Opportunities Fund

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

Weighted portfolio overlap

22.42%

Moderate overlap

Common

Only Back

Only Tata

4 of 54 unique stocks in common · Jaccard: 7.4%

Common holdings

Stock	in Back	in Tata
HDFC BankBanks	17.55%	9.40%
ICICI BankBanks	13.42%	8.37%
NTPCPower	2.81%	6.22%
State Bank of IndiaBanks	6.59%	1.84%

FAQ

How much do Back to Index and Tata Housing Opportunities Fund overlap?: They share 4 common holdings, a weighted portfolio overlap of about 22.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.42% 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.