INDY - ETF AI Analysis
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iShares India 50 ETF (INDY)
Rating:68Neutral
Price Target:―
Positive Factors
Exposure to Major Indian Blue-Chip Companies
The ETF holds many of India’s largest and most established companies, giving investors access to key players in the country’s economy.
Meaningful Allocation to Financial Sector Leaders
Several top positions are leading Indian banks and financial firms, which can benefit from long-term growth in lending and financial services in India.
Decent Fund Size
The fund manages a substantial pool of assets, which can support trading liquidity and ongoing viability for investors.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the year to date and recent months, indicating it has been under pressure in the short term.
Concentration in a Few Large Holdings
A small number of companies make up a significant share of the portfolio, increasing the impact if any of these stocks perform poorly.
High Expense Ratio
The fund’s ongoing fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
INDY vs. SPDR S&P 500 ETF (SPY)
AUM543.51M
RegionAsia-Pacific
Expense Ratio0.65%
Beta0.48
IssueriShares
Inception DateNov 18, 2009
Dividend Yield9.66%
Asset ClassEquity
Index TrackedNifty 50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume103,542
30 Day Avg. Volume126,838
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
50.42Price 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) is a fund that follows the Nifty 50 index, which tracks 50 of the largest companies in India. It holds big, well-known names like HDFC Bank and Reliance Industries, giving investors a simple way to invest in India’s growing economy through one investment. The ETF includes leaders in banking, energy, technology, and other key sectors, which can help diversify a portfolio and offer long-term growth potential. However, because it focuses only on Indian stocks, its value can rise and fall sharply with India’s market and economy.
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 | 10.42% | $56.47M | ₹11.60T | -25.72% | 79 Outperform | |
| ICICI Bank Limited | 9.36% | $50.74M | ₹10.34T | -3.29% | 71 Outperform | |
| Reliance Industries Limited | 7.87% | $42.63M | ₹17.44T | -9.08% | 74 Outperform | |
| Bharti Airtel Limited | 5.38% | $29.13M | ₹12.16T | -0.28% | 73 Outperform | |
| Larsen & Toubro Limited | 4.05% | $21.96M | ₹5.25T | 9.07% | 78 Outperform | |
| State Bank of India | 3.84% | $20.83M | ₹9.46T | 24.15% | 76 Outperform | |
| Infosys Limited | 3.34% | $18.12M | ₹4.27T | -32.30% | 76 Outperform | |
| Axis Bank Limited | 3.20% | $17.35M | ₹3.86T | 13.19% | 76 Outperform | |
| Mahindra & Mahindra Ltd. | 2.63% | $14.24M | ₹3.95T | -0.98% | 68 Neutral | |
| Kotak Mahindra Bank Limited | 2.60% | $14.08M | ₹3.79T | -10.47% | ― |
INDY Technical Analysis
Negative
―
Price Trends
42.76
Negative
43.12
Negative
45.77
Negative
Market Momentum
-0.14
Positive
43.24
Neutral
10.67
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.14, equal to the 50-day MA of 42.76, and equal to the 200-day MA of 45.77, indicating a bearish trend. The MACD of -0.14 indicates Positive momentum. The RSI at 43.24 is Neutral, neither overbought nor oversold. The STOCH value of 10.67 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for INDY.
INDY Peer Comparison
Comparison Results
Performance Comparison
INDY
iShares India 50 ETF
42.38
-5.67
-11.80%
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
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―
―
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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