Nifty Financial Services 25/50

Diversify Your Financials, Invest Strategically

As of Mar 30, 2026, the PE ratio is 15.12 and the PB ratio is 2.60

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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 25,705.60 as of Mar 30, 2026. 1Y CAGR is 4.95%. It is 16.99% below its recent peak. Current valuation: PE 15.12, PB 2.60.

As of

Mar 30, 2026

Current Value

25,705.60

PE / PB

15.12 / 2.60

Dividend Yield

1.08%

1Y CAGR

4.95%

3Y CAGR

5Y CAGR

Volatility (1Y)

16.69%

Drawdown from Peak

16.99%

2) Valuation Zone

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

Very Cheappercentile

PE 15.12 vs 5Y avg 16.94 (-10.77%)

PE 15.12 vs 10Y avg 16.94 (-10.77%)

PE 15.12 vs 15Y avg 16.94 (-10.77%)

PB 2.60 vs 5Y avg 3.17 (-17.94%)

PB 2.60 vs 10Y avg 3.17 (-17.94%)

PB 2.60 vs 15Y avg 3.17 (-17.94%)

3) Earnings Growth Health

Trend:Stable

Composite proxy: 2.86% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Stable.

1YStable

Price CAGR: 4.95%

PE CAGR: 2.09%

Proxy: 2.86%

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 (16.69%).
Index is 16.99% below its recent peak.
Valuation is supportive vs history.

Signals are descriptive, not predictions.

6) Action Guidance

SIP

Increase

Consider increasing SIP if cashflow allows.

Lump-sum

Yes

A small, staggered lump-sum can be considered.

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.

Technical Signals

Overbought

Recent Performance

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

Recent High				Recent Low						Current Market _{Mar 30, 2026}
PE	PB	DIV	Points	PE	PB	DIV	Points	Fall(%)	~	PE	PB	DIV	Points
Feb 12, 2026				Mar 30, 2026					~	Mar 30, 2026
18.05	3.12	0.92	30967.60	15.12	2.60	1.08	25705.60	-16.99		15.12	2.60	1.08	25705.60 (0% )

Performance

Past performance returns (%) of the index

#	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Nifty Financial Services 25/50	-3.4	-6	-16.99	-13.76	-10.34	-2.37	-	-	-	-	-
Compare	-	-	-	-	-	-	-	-	-	-	-

Fundamentals

Nifty Financial Services 25/50

PE	PB	Div
15.12	2.60	1.08

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