Nifty Financial Services 25/50

Diversify Your Financials, Invest Strategically

As of Apr 24, 2026, the PE ratio is 16.62 and the PB ratio is 2.88

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Index Report

Easy-to-read, rules-based summary. Educational only.

1) Index Snapshot (1-minute read)

Nifty Financial Services 25/50 is at 28,493.85 as of Apr 24, 2026. 1Y CAGR is 6.36%. It is 7.99% below its recent peak. Current valuation: PE 16.62, PB 2.88.

As of
Apr 24, 2026
Current Value
28,493.85
PE / PB
16.62 / 2.88
Dividend Yield
0.99%
1Y CAGR
6.36%
3Y CAGR
-
5Y CAGR
-
Volatility (1Y)
17.64%
Drawdown from Peak
7.99%

2) Valuation Zone

Zone is Cheap based on the last 15Y of PE/PB history.

Cheappercentile
PE 16.62vs 5Y avg 16.96 (-2.01%)
PE 16.62vs 10Y avg 16.96 (-2.01%)
PE 16.62vs 15Y avg 16.96 (-2.01%)
PB 2.88vs 5Y avg 3.15 (-8.70%)
PB 2.88vs 10Y avg 3.15 (-8.70%)
PB 2.88vs 15Y avg 3.15 (-8.70%)

3) Earnings Growth Health

Trend:Stable

Composite proxy: 3.77% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Stable.

1YStable
Price CAGR: 6.36%
PE CAGR: 2.59%
Proxy: 3.77%
3YN/A
Price CAGR: -
PE CAGR: -
Proxy: -
5YN/A
Price CAGR: -
PE CAGR: -
Proxy: -
10YN/A
Price CAGR: -
PE CAGR: -
Proxy: -
15YN/A
Price CAGR: -
PE CAGR: -
Proxy: -

Proxy = price CAGR minus PE CAGR. Overall trend uses weighted proxy across 1Y/3Y/5Y/10Y/15Y, so single-year noise has less impact.

4) Sector Contribution Breakdown

Top sector exposure based on available data.

Sector split is not available yet.

5) Risk Signals

  • Volatility is moderate (17.64%).
  • Index is near its recent peak (drawdown 7.99%).
  • Valuation is supportive vs history.

Signals are descriptive, not predictions.

6) Action Guidance

SIP
Increase

Consider increasing SIP if cashflow allows.

Lump-sum
Wait

Prefer staggered entries and avoid rushing.

Rules-based guidance for long-term investors. Not a buy/sell call.

7) Index vs Inflation vs FD

Inflation and FD rates are not configured yet.

Supporting Guides

Intent-focused pages connected to this index.

Technical Signals

Overbought

Recent Performance

Analyze the recent performance of the Nifty Financial Services 25/50, including its recent highs and lows

Recent HighRecent LowCurrent Market Apr 24, 2026
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVPoints
Feb 12, 2026Mar 30, 2026~Apr 24, 2026
18.053.120.9230967.6015.122.601.0825705.60-16.99

16.622.880.9928493.85 (10.85% )

Performance

Past performance returns (%) of the index

#1D1W1M3M6M1Y3Y5Y7Y10Y15Y
Nifty Financial Services 25/50-0.6-1.19-1.46-7.06-1.34.55-----

Fundamentals

Nifty Financial Services 25/50

PEPBDiv
16.622.880.99

About

The Nifty Financial Services 25/50 Index is a refined investment vehicle for the Indian financial sector. It ensures diversification by capping the weight of any single stock at 25% and limiting the combined weightage of high-weight stocks to 50%. This approach reduces concentration risk compared to the broader Nifty Financial Services Index. By investing in the Nifty Financial Services 25/50 Index, you gain exposure to a well-diversified basket of leading financial institutions, potentially mitigating risk while capturing growth opportunities within the sector.

Portfolio Characteristics

MethodologyPeriodic capped free-float
No. of Constituents20
Launch Date2020-05-20
Calculation FrequencyReal-Time
Index RebalancingSemi - Annually