INDY
iShares India 50 ETF *Unless otherwise stated, data provided by FactSet.
INDY Fund Description
INDY tracks a market-cap-weighted index of 50 blue-chip companies traded on the National Stock Exchange of India.
INDY Factset Analytics Insight
INDY captures large-cap Indian equities by tracking the Nifty 50 Index, an index that holds a concentrated portfolio of 50 blue-chip companies traded on India's National Stock Exchange. This covers approximately 66% of the Indian companies by market capitalization. The index uses market-cap and liquidity screens in identifying its constituents. Selected securities are then weighted by market-cap and reconstituted on a semi-annual basis. Overall, INDY offers a decent, plain-vanilla take on Indian large-cap stocks.
PERFORMANCE [as of 05/16/22]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
INDY
-9.21%
-11.25%
-12.11%
-0.42%
7.10%
5.90%
8.67%
INDY (NAV)
-9.68%
-10.64%
-11.73%
0.63%
7.48%
6.17%
8.69%
MSCI India Large Cap
--
-10.12%
-11.86%
5.41%
11.02%
8.56%
9.08%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
INDY Summary Data
11/18/09
Open-Ended Fund
0.90%
$598.79M
$2.21M
0.15%
INDY Portfolio Data
$83.83B
24.46
3.59
8.04%
06/09/22
51
INDY Index Data
Market Cap
Market Cap
MSCI India Large Cap
INDY Portfolio Management
0.90%
-5.62%
-0.67%
-9.01%
INDY Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
INDY Fund Structure
Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily
INDY Factset Analytics Block Liquidity
As of 05/18/22
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
49,782
$2.21M
33,457
$1.40M
0.15%
$0.07
-0.08%
1.08% / -1.57%
None
0.00%
50,000
0.67
0.10%
2.62%
150
$41.87
2
INDY Sector/Industry Breakdown
INDY
Segment Benchmark
33.64%
--
16.06%
--
13.39%
--
7.81%
--
5.91%
--
5.02%
--
3.73%
--
3.41%
--
2.59%
--
2.49%
--
INDY Top 10 Holdings[View All]
11.67%
7.90%
7.76%
6.59%
5.39%
4.92%
3.65%
3.42%
3.15%
2.73%
57.18%
INDY Countries
INDY
Segment Benchmark
100.00%
100.00%
INDY Regions
INDY
Segment Benchmark
100.00%
100.00%
INDY Economic Development
INDY
Segment Benchmark
100.00%
100.00%
INDY Performance Statistics
0.98
1.00
1.04
0.99
0.16%
MSCI India Large Cap
INDY Benchmark Comparison Summary
INDY
Segment Benchmark
51
61
$83.83B
$77.88B
24.46
25.68
3.59
3.91
0.94%
1.06%
High
High
INDY Benchmark Comparison Market Cap Size
INDY
Segment Benchmark
93.96%
93.15%
6.04%
6.85%
0.00%
0.00%
0.00%
0.00%