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%
Nifty 50 Index -- -11.19% -12.08% 3.41% 9.67% 7.97% 10.04%
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

Blackrock
iShares
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

Nifty 50 Index
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 Holdings

51
61
43
80.29%

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%