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Upturn AI SWOT - About
iShares India 50 ETF (INDY)
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Upturn Advisory Summary
04/01/2025: INDY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.82% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 312296 | Beta 0.5 | 52 Weeks Range 46.93 - 57.21 | Updated Date 04/2/2025 |
52 Weeks Range 46.93 - 57.21 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares India 50 ETF
ETF Overview
Overview
The iShares India 50 ETF (INDY) seeks to track the investment results of the Nifty 50 Index, composed of 50 of the largest Indian equities. It offers exposure to the Indian equity market.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a strong track record in the ETF market.
Management Expertise
BlackRock has extensive experience in managing ETFs and significant expertise in international investing.
Investment Objective
Goal
To track the investment results of the Nifty 50 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Nifty 50 Index, a benchmark index for the Indian equity market.
Composition The ETF holds stocks of the 50 largest Indian companies by market capitalization.
Market Position
Market Share: INDY's market share is significant but not dominant, facing competition from other India-focused ETFs.
Total Net Assets (AUM): 937962926
Competitors
Key Competitors
- PIN
- EPI
- INDA
Competitive Landscape
The India-focused ETF market is competitive. INDY benefits from BlackRock's reputation and its focus on the Nifty 50. Competitors offer broader market exposure or different weighting strategies. INDY's main disadvantage is potentially less diversification than ETFs that track broader indices. Key competitor INDA has a higher AUM and broader market exposure.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the Nifty 50 Index, deviations can be compared with similar ETF's.
Expense Ratio: 0.84
Liquidity
Average Trading Volume
INDY's average trading volume is moderately liquid, which facilitates easy trading for investors.
Bid-Ask Spread
The bid-ask spread for INDY is generally tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic growth in India, government policies, and global market conditions impact INDY. Sector growth prospects within the Nifty 50 also play a crucial role.
Growth Trajectory
INDY's growth is tied to the performance of the Indian economy and the Nifty 50 companies. Changes in index composition can affect its holdings.
Moat and Competitive Advantages
Competitive Edge
INDY's competitive edge lies in BlackRock's brand recognition and its focus on the Nifty 50, a well-established Indian equity benchmark. It offers a straightforward and relatively low-cost way to gain exposure to the largest Indian companies. However, this also presents a disadvantage compared to other ETFs with lower expense ratios. The fund's focused approach is appealing to investors seeking targeted exposure to the leading Indian companies.
Risk Analysis
Volatility
INDY's volatility is generally moderate to high, reflecting the volatility of the Indian equity market.
Market Risk
INDY is subject to market risk associated with fluctuations in Indian stock prices, currency risk, and geopolitical risks.
Investor Profile
Ideal Investor Profile
The ideal investor for INDY is someone seeking exposure to the Indian equity market and comfortable with moderate to high volatility. Investors with a bullish outlook on the Indian economy are likely to find this ETF suitable.
Market Risk
INDY is more suitable for long-term investors and those pursuing passive index-tracking strategies. Active traders might use it for short-term tactical allocations.
Summary
The iShares India 50 ETF (INDY) provides investors with a convenient way to access the Indian equity market through exposure to the Nifty 50 Index. Managed by BlackRock, it offers a reliable tracking of the 50 largest companies in India, making it appealing for long-term investors bullish on the Indian economy. However, investors should be mindful of the moderate to high volatility associated with the Indian market and the expense ratio. Its focus on the top 50 companies also limits diversification compared to broader India ETFs. This ETF is best suited for investors comfortable with emerging market risk and seeking targeted exposure to India's leading companies.
Similar Companies
- PIN
- EPI
- INDA
- SMIN
- IIF
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- BlackRock
- Reuters
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Data accuracy is not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares India 50 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index measures the equity performance of the top 50 companies by free float market capitalization whose equity securities trade in the Indian securities markets. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.
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