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Upturn AI SWOT - About
iShares India 50 ETF (INDY)
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Upturn Advisory Summary
08/14/2025: INDY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.46% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.49 | 52 Weeks Range 46.93 - 57.21 | Updated Date 06/29/2025 |
52 Weeks Range 46.93 - 57.21 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares India 50 ETF
ETF Overview
Overview
The iShares India 50 ETF (INDY) seeks to track the investment results of an index composed of 50 of the largest Indian equities. It offers exposure to the Indian equity market, focusing on large-cap companies across various sectors. The ETF aims to provide investors with a convenient and cost-effective way to access the growth potential of the Indian economy.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a dedicated team of investment professionals with expertise in managing international equity funds and ETFs.
Investment Objective
Goal
To track the investment results of an index composed of 50 of the largest Indian equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Nifty 50 Index.
Composition The ETF primarily holds stocks of Indian companies, focusing on the largest 50 companies by market capitalization.
Market Position
Market Share: The market share of INDY relative to other India-focused ETFs varies based on AUM and trading volume, but it is a significant player.
Total Net Assets (AUM): 831880000
Competitors
Key Competitors
- PIN
- INDA
- EPI
Competitive Landscape
The India-focused ETF market is competitive, with INDY, INDA, EPI and PIN being major players. INDY's competitive edge lies in its brand recognition and tracking the Nifty 50. However, INDA has a larger market share and broader exposure. EPI and PIN offer different indexing strategies providing more diversified approaches to Indian equities.
Financial Performance
Historical Performance: Historical performance data is not included here, but can be obtained from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Nifty 50 Index to assess tracking effectiveness.
Expense Ratio: 0.89
Liquidity
Average Trading Volume
The average trading volume of INDY indicates it is generally liquid, which facilitates ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread of INDY is relatively tight, suggesting efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in India, government policies, global market conditions, and sector-specific trends influence INDY's performance.
Growth Trajectory
The growth trajectory of INDY depends on the overall performance of the Indian economy and the constituent companies in the Nifty 50 index; changes to strategy and holdings are regularly reported in the ETF's factsheet.
Moat and Competitive Advantages
Competitive Edge
INDY benefits from the brand recognition and distribution network of iShares. It tracks a well-known Indian index, the Nifty 50, providing focused exposure to the largest Indian companies. The ETF provides a relatively low-cost and liquid way for investors to gain exposure to the Indian equity market. This focus on top 50 companies may present more concentrated exposure than its competitors. These factors contribute to a strong position in the India-focused ETF space.
Risk Analysis
Volatility
INDY's volatility reflects the volatility of the Indian equity market, which can be higher than developed markets.
Market Risk
Market risk includes factors like economic slowdown, political instability, currency fluctuations (INR vs. USD), and changes in investor sentiment towards Indian equities.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the Indian equity market, particularly large-cap companies, and is comfortable with the risks associated with emerging markets.
Market Risk
INDY is suitable for long-term investors and active traders looking to gain exposure to the Indian equity market. It is less suitable for risk-averse investors.
Summary
iShares India 50 ETF (INDY) provides a focused approach to investing in the Indian equity market by tracking the Nifty 50 index. Managed by BlackRock, it offers convenient access to the largest Indian companies. While it provides a liquid and cost-effective entry point, investors should be aware of the volatility associated with emerging markets. Its primary advantage is its tracking of the Nifty 50, though competitors offer more diversified Indian equity exposure. Investors should carefully assess the risk-reward profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market data is subject to change.
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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