Nifty REITs & InvITs

Invest in Real Estate & Infrastructure. Build a Secure Future.

As of Mar 30, 2026, the PE ratio is 40.08 and the PB ratio is 1.90

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Index Report

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

1) Index Snapshot (1-minute read)

Nifty REITs & InvITs is at 1,308.87 as of Mar 30, 2026. 1Y CAGR is 17.72%. It is 6.99% below its recent peak. Current valuation: PE 40.08, PB 1.90.

As of
Mar 30, 2026
Current Value
1,308.87
PE / PB
40.08 / 1.90
Dividend Yield
5.87%
1Y CAGR
17.72%
3Y CAGR
-
5Y CAGR
-
Volatility (1Y)
8.91%
Drawdown from Peak
6.99%

2) Valuation Zone

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

Expensivepercentile
PE 40.08 vs 5Y avg 36.99 (8.37%)
PE 40.08 vs 10Y avg 36.99 (8.37%)
PE 40.08 vs 15Y avg 36.99 (8.37%)
PB 1.90 vs 5Y avg 1.70 (12.02%)
PB 1.90 vs 10Y avg 1.70 (12.02%)
PB 1.90 vs 15Y avg 1.70 (12.02%)

3) Earnings Growth Health

Trend:Weak

Composite proxy: -70.45% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Weak.

1YWeak
Price CAGR: 17.72%
PE CAGR: 88.17%
Proxy: -70.45%
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

Based on constituent counts (weights not available).

Realty
50.00%
Power
33.33%
Services
16.67%

5) Risk Signals

  • Volatility is low (8.91%). Moves are calmer.
  • Index is near its recent peak (drawdown 6.99%).
  • Valuation is elevated vs history.

Signals are descriptive, not predictions.

6) Action Guidance

SIP
Maintain

Maintain SIP contributions for long-term discipline.

Lump-sum
Avoid

Avoid lump-sum entries at elevated valuations.

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

OverboughtGolden Cross Active

Recent Performance

Analyze the recent performance of the Nifty REITs & InvITs, including its recent highs and lows

Recent HighRecent LowCurrent Market Mar 30, 2026
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVPoints
Feb 11, 2026Mar 23, 2026~Mar 30, 2026
47.902.055.511407.2143.901.885.881297.20-7.82

40.081.905.871308.87 (0.9% )

Performance

Past performance returns (%) of the index

#1D1W1M3M6M1Y3Y5Y7Y10Y15Y
Nifty REITs & InvITs-0.95-0.57-6.23-3.88-0.0419.24-----

Fundamentals

Nifty REITs & InvITs

PEPBDiv
40.081.905.87

Index Companies

Companies included in this index

Companies
Name of the companyIndustrySymbol
Brookfield India Real Estate TrustRealtyBIRET
EMBASSY OFFICE PARKS REITRealtyEMBASSY
INDIA GRID TRUSTPowerINDIGRID
IRB INVIT FUNDServicesIRBINVIT
MINDSPACE BUSINESS PARKS REITRealtyMINDSPACE
POWERGRID Infrastructure Investment TrustPowerPGINVIT

About

The Nifty REITs & InvITs Index offers a strategic approach to investing in India's booming real estate and infrastructure sectors. It tracks the performance of publicly listed Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs), allowing you to gain exposure to these lucrative asset classes through a single index. By following the Nifty REITs & InvITs Index, you can potentially benefit from rental income and capital appreciation in these crucial sectors of the Indian economy.

Portfolio Characteristics

Methodologyfree-float
No. of Constituents6
Launch Date2023-04-11
Calculation FrequencyEnd of the day
Index RebalancingQuarterly