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iSharesIndia EquityINDY · Nasdaq

iShares India 50 ETF (INDY)

Price
$42.51
11 Sept 2026
Assets
$552.4M
Total net assets
Expense ratio
0.65%
Category 0.98%
Yield
0.85%
Trailing distributions
3Y CAGR
-0.1%-3.4%
Category 3.3%
5Y CAGR
-0.0%-2.8%
Category 2.8%
Loading NAV history…
iShares India 50 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.8%-0.2%-1.3%-13.6%-11.3%-0.1%0.0%+5.7%+4.8%
India Equity average-2.1%2.7%5.9%-7.6%-7.5%3.3%2.8%6.4%2.7%
Difference-0.7%-2.9%-7.2%-6.0%-3.8%-3.4%-2.8%-0.7%+2.1%

Holdings

The 10 largest positions make up 53.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
HDFCBANK.NSHDFC Bank Ltd9.76%
ICICIBANK.NSICICI Bank Ltd9.36%
RELIANCE.NSReliance Industries Ltd7.78%
BHARTIARTL.NSBharti Airtel Ltd4.97%
LT.NSLarsen & Toubro Ltd4.27%
SBIN.NSState Bank of India3.96%
XTSLABlackRock Cash Funds Treasury SL Agency3.80%
INFY.NSInfosys Ltd3.59%
AXISBANK.BOAxis Bank Ltd3.36%
KOTAKBANK.NSKotak Mahindra Bank Ltd2.79%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.9
P/B
2.8
P/S
2.7
P/CF
14.0

Sector allocation

Share of the equity the fund holds.

36.4%Financial services10 sectors
  1. Financial services36.4%
  2. Consumer discretionary12.0%
  3. Energy10.3%
  4. Technology8.5%
  5. Industrials7.8%
  6. Materials7.3%
  7. Consumer staples5.4%
  8. Communication services5.0%
  9. Health care4.8%
  10. Utilities2.5%

Asset mix

  • Stocks99.4%
  • Cash0.7%

ETF details

Issuer
iShares
Category
Equity · India Equity
Ticker
INDY
Exchange
Nasdaq
Inception
18 Nov 2009 (16.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.65% (category 0.98%)
Holdings turnover
19% (category 42%)
Distribution yield
0.85%
Beta, 3 years
0.51
Total net assets
$552.4M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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