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INDY
-3.05 · -5.89%
$48.69 · NASDAQ

iShares India 50 ETF (INDY) ETF Analysis | India Equity

iShares · United States
AUM:$639.6M
#– of – in India Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.89% — above average for this category.

What is INDY?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
INDY returned 13.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.89% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 54.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$639.6M
Expense Ratio0.89%
Dividend Yield7.91%
Holdings51
Inception DateNov 2009
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.43
CategoryIndia Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-7.5%
1Y
-8.1%
3Y
+4.6%
5Y
+5.6%
OpenBook InsightIf you had invested £10,000 in INDY 5 years ago, it would have grown to £10,561 — a gain of £561.

Annual Returns

Calendar year performance

INDY delivered positive returns in 3 of the last 5 calendar years.
YearINDY
2026 YTD-11.8%
2025+3.4%
2024+3.7%
2023+16.4%
2022-8.9%
CAGR 4yr+3.3%
3/5 positive yearsAvg return: +0.6%Worst year: -11.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
11.5%
Low
Momentum
+1.9%
30-day change
Support Level
43.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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