INDY

iShares India 50 ETF
F

89
  • Overview
  • Efficiency
  • Tradability
  • Fit

INDY Fund Description

The iShares India 50 ETF tracks a market-cap-weighted index of 50 blue-chip companies traded on the National Stock Exchange of India.

INDY Factset Analytics Insight

Like its rival PIN, INDY attempts to capture large-cap Indian equities via the Nifty 50, a portfolio of the 50 largest and most liquid companies traded on India's National Stock Exchange. INDY's portfolio splits fund assets 75/25 among large- and midcap firms, much like our benchmark, and it has similar sector weights, although it tends to place slightly larger bets on the financial sector. Overall, INDY offers a decent, plain-vanilla take on Indian large-cap stocks. It trades very well on a retail level, but like its competitor PIN, INDY has a significant impact on local markets which can make block trades more difficult. It charges a slightly higher expense ratio than PIN, but nevertheless offers good tracking and tax efficiency.

INDY MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 11, 2018 the iShares India 50 ETF MSCI ESG Fund Quality Score is 4.70 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. INDY ranks in the 69th percentile within its peer group and in the 23th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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INDY Top 10 Countries

INDY Top 10 Sectors

INDY Top 10 Holdings View All

INDY Summary Data

BlackRock
iShares
11/18/09
Open-Ended Fund
0.93%
$1.23B
$6.64M
0.06%

INDY Portfolio Data

$37.48B
22.97
3.00
0.26%
12/21/17
50

INDY Index Data

Nifty 50 Index
Market Cap
Market Cap
MSCI India Large Cap

Related ETFs to INDY

PIN
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

INDY Portfolio Management

0.93%
-2.13%
-0.76%
-3.94%

INDY Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

INDY Fund Structure

Open-Ended Fund
No
Yes
80% / 20%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 08:11:35
Daily Spread
Premium/Discount
Volume

INDY Factset Analytics Block Liquidity

As of 01/12/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of INDY. INDY is rated a 2 out of 5.

INDY Tradability

181,919
$6.64M
159,075
$5.82M
0.06%
$0.02
0.28%
3.40% / -1.53%
None
4.00%
50,000
3.18
0.14%
3.16%
105
$37.62
2

INDY Sector/Industry BreakdownView All

INDYSegment Benchmark
21.08% 34.37%
14.89% 12.76%
16.40% 11.16%
13.80% 11.13%
7.56% 7.03%
3.85% 5.77%
5.42% 3.95%
2.17% 2.17%

INDY Geographic Exposure

INDYSegment Benchmark
100.00% 100.00%

INDYSegment Benchmark
100.00% 100.00%
0.00% / 0.00% 0.00% / 0.00%

INDY Performance Statistics

0.95
0.94
0.93
0.93
0.15%
MSCI India Large Cap

INDY MSCI ESG Ratings

4.70 / 10
68.57
23.42
12.10%
1.52%
754.96

INDY BENCHMARK COMPARISON

    INDY
    50 Holdings
    Segment Benchmark
    49 Constituents
    Shared Holdings
    41 (Count)
     
    71.88% (Weight)
INDYSegment Benchmark
79.08% 84.68%
20.92% 15.32%
0.00% 0.00%
0.00% 0.00%
1.22% 1.16%
-- High