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Morningstar

iShares India 50 ETF INDY

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis INDY

Will INDY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INDY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INDY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INDY’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares India 50 ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INDY

More INDY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HDFC Bank Ltd

11.25 106.3 Mil
Financial Services

Reliance Industries Ltd

9.33 88.1 Mil
Energy

ICICI Bank Ltd

7.79 73.6 Mil
Financial Services

Infosys Ltd

6.10 57.7 Mil
Technology

ITC Ltd

4.19 39.6 Mil
Consumer Defensive

Tata Consultancy Services Ltd

4.06 38.3 Mil
Technology

Larsen & Toubro Ltd

3.90 36.9 Mil
Industrials

Bharti Airtel Ltd

3.57 33.8 Mil
Communication Services

BlackRock Cash Funds Treasury SL Agency

3.38 32.0 Mil
Cash and Equivalents

Axis Bank Ltd

3.08 29.1 Mil
Financial Services