INDY - ETF AI Analysis
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iShares India 50 ETF (INDY)
Rating:68Neutral
Price Target:―
Positive Factors
Exposure to India’s Largest Companies
The ETF holds many of India’s biggest and most established companies, giving investors broad access to the country’s main stock market leaders.
Sector Diversification Within India
Holdings are spread across several sectors such as financials, energy, technology, and consumer companies, which helps reduce the impact if one industry struggles.
Healthy Asset Size
The fund manages a sizable pool of assets, which can support trading liquidity and help keep the fund operating efficiently.
Negative Factors
Recent Weak Overall Performance
The ETF’s returns so far this year have been negative, which may concern investors looking for stronger recent momentum.
Heavy Concentration in Financials and a Few Stocks
A large portion of the fund is invested in financial companies and a handful of top holdings, increasing the risk if these specific areas perform poorly.
High Expense Ratio
The fund charges a relatively high annual fee compared with many ETFs, which can eat into long-term returns.
INDY vs. SPDR S&P 500 ETF (SPY)
AUM558.00M
RegionAsia-Pacific
Expense Ratio0.65%
Beta0.49
IssueriShares
Inception DateNov 18, 2009
Dividend Yield9.45%
Asset ClassEquity
Index TrackedNifty 50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume119,021
30 Day Avg. Volume141,929
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering50
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INDY Summary
The iShares India 50 ETF (INDY) tracks the Nifty 50 index, which is made up of 50 of the largest and most important companies in India. It holds big names like HDFC Bank, ICICI Bank, Reliance Industries, and Infosys, giving you exposure to banks, energy, technology, and more in a single investment. Someone might invest in INDY to tap into India’s long-term economic growth and to diversify beyond their home country. A key risk is that it is heavily tied to the Indian stock market, so its value can rise and fall sharply with that market.
How much will it cost me?The iShares India 50 ETF (INDY) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is passively managed but focuses on a niche market—India’s large-cap companies—requiring specialized tracking and exposure.
What would affect this ETF?The iShares India 50 ETF (INDY) could benefit from India's strong economic growth, increasing consumer spending, and advancements in technology, which align with its exposure to financial, energy, and technology sectors. However, potential risks include regulatory changes in India, global economic slowdowns, or rising interest rates that could impact large-cap companies and sectors like financials and energy. Investors should also consider currency fluctuations and geopolitical tensions that may affect India's market performance.
INDY Top 10 Holdings
INDY leans heavily on India’s banking giants, with ICICI Bank, State Bank of India, and Axis Bank all rising and doing much of the heavy lifting for the fund, even as HDFC Bank’s weaker year-to-date run keeps it from pulling its full weight. Industrial powerhouse Larsen & Toubro has been another bright spot, adding momentum. On the flip side, Reliance Industries and Infosys have been losing steam, acting as a drag. Overall, this is a India-only, large-cap story dominated by financials, with a supporting cast from energy, telecom, and IT.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HDFC Bank Limited | 11.14% | $62.00M | ₹12.01T | -19.28% | 79 Outperform | |
| ICICI Bank Limited | 9.00% | $50.09M | ₹9.66T | -4.79% | 71 Outperform | |
| Reliance Industries Limited | 8.00% | $44.52M | ₹17.72T | -8.91% | 74 Outperform | |
| Bharti Airtel Limited | 5.16% | $28.71M | ₹11.62T | -0.99% | 73 Outperform | |
| Larsen & Toubro Limited | 4.44% | $24.71M | ₹5.79T | 17.23% | 78 Outperform | |
| State Bank of India | 3.89% | $21.66M | ₹9.55T | 31.75% | 76 Outperform | |
| Axis Bank Limited | 3.52% | $19.60M | ₹4.22T | 11.90% | 76 Outperform | |
| Infosys Limited | 3.21% | $17.89M | ₹4.27T | -32.77% | 76 Outperform | |
| Kotak Mahindra Bank Limited | 2.65% | $14.76M | ₹3.97T | -7.96% | ― | |
| ITC Limited | 2.53% | $14.08M | ₹3.68T | -29.76% | 79 Outperform |
INDY Technical Analysis
Positive
―
Price Trends
42.87
Positive
43.83
Negative
46.12
Negative
Market Momentum
0.27
Negative
57.83
Neutral
54.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.92, equal to the 50-day MA of 42.87, and equal to the 200-day MA of 46.12, indicating a neutral trend. The MACD of 0.27 indicates Negative momentum. The RSI at 57.83 is Neutral, neither overbought nor oversold. The STOCH value of 54.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INDY.
INDY Peer Comparison
Comparison Results
Performance Comparison
INDY
iShares India 50 ETF
43.67
-6.13
-12.31%
SMIN
iShares MSCI India Small Cap ETF
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―
―
GIND
Goldman Sachs India Equity ETF
―
―
―
NFTY
First Trust India NIFTY 50 Equal Weight ETF
―
―
―
IMVP
Invesco India Etf
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―
―
INDH
WisdomTree India Hedged Equity Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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