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Upturn AI SWOT - About
First Trust India NIFTY 50 Equal Weight ETF (NFTY)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/12/2025: NFTY (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 35.39% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.54 | 52 Weeks Range 51.57 - 65.05 | Updated Date 06/30/2025 |
52 Weeks Range 51.57 - 65.05 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust India NIFTY 50 Equal Weight ETF
ETF Overview
Overview
The First Trust India NIFTY 50 Equal Weight ETF (NFTY) seeks investment results that correspond generally to the price and yield (before the Fundu2019s fees and expenses) of an equity index called the NIFTY 50 Equal Weight Index. It provides exposure to the 50 largest and most liquid Indian securities, weighted equally to mitigate concentration risk.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovative and specialized investment solutions.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing various ETF products, including international equities.
Investment Objective
Goal
To track the investment results of the NIFTY 50 Equal Weight Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the NIFTY 50 Equal Weight Index.
Composition The ETF holds stocks of the 50 largest and most liquid Indian companies, equally weighted at each quarterly rebalance.
Market Position
Market Share: NFTY's market share in the India-focused ETF sector is moderate.
Total Net Assets (AUM): 59550000
Competitors
Key Competitors
- INDA (iShares MSCI India ETF)
- EPI (WisdomTree India Earnings Fund)
- PIN (Invesco India ETF)
Competitive Landscape
The India ETF market is competitive, with several large players. NFTY's equal-weighting strategy offers diversification benefits compared to market-cap-weighted competitors like INDA, but its AUM is smaller and therefore may be less liquid. EPI focuses on earnings, while PIN offers a broader index, impacting sector allocations.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers to assess returns over various periods. This ETF performance largely depends on Indian markets.
Benchmark Comparison: The ETF's performance should be compared against the NIFTY 50 Equal Weight Index to determine tracking accuracy.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
The average trading volume should be analyzed to ensure ease of buying and selling shares, typically a figure below 100,000 shares is considered low and high can be well over 100,000 shares.
Bid-Ask Spread
A narrower bid-ask spread indicates greater liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Indian economic growth, regulatory changes, global market sentiment, and currency fluctuations influence NFTY's performance.
Growth Trajectory
The ETF's growth depends on the performance of the Indian stock market and investor demand for India-focused investments. No recent strategy or holding changes are evident.
Moat and Competitive Advantages
Competitive Edge
NFTY's primary advantage is its equal-weighting strategy, which reduces concentration risk compared to market-cap-weighted ETFs. This approach can lead to different performance outcomes, particularly when a few large companies dominate the market. The equal-weighting approach can offer diversification. However, it has higher expense ratio than some competitors which can be a disadvantage.
Risk Analysis
Volatility
The ETF's volatility is correlated to the volatility of the Indian stock market, reflecting emerging market risks.
Market Risk
Specific risks include political instability, economic slowdowns, currency risk, and regulatory uncertainties in India.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the Indian equity market with reduced concentration risk and those who believe in the long-term growth potential of India.
Market Risk
Suitable for long-term investors looking for diversified exposure to Indian equities, who understand the risks associated with emerging markets.
Summary
The First Trust India NIFTY 50 Equal Weight ETF offers a unique approach to investing in Indian equities through its equal-weighting strategy, mitigating concentration risk. While it provides diversification, the ETF is subject to emerging market risks and may have higher expense ratio than some competitors. The ETF's performance is tied to the overall health and growth of the Indian economy and stock market. Investors should consider their risk tolerance and investment goals before investing in this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary.
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 First Trust India NIFTY 50 Equal Weight ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to track the performance of the 50 largest and most liquid Indian securities listed on the National Stock Exchange of India (NSE) by investing in all of the components of the NIFTY 50.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.