Nifty Tata Group 25% Cap

Top 10 Tata Companies in One Index

As of Apr 26, 2024, the PE ratio is 45.39 and the PB ratio is 6.84

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Risk & return tools

How these tools work ↗

Research tools for Nifty Tata Group 25% Cap. Closing data through 2024-04-26; history starts 2022-03-03.

20-session closing breakout

20-session Closing Breakout

The latest closing level is above every close in the preceding 20 available sessions. It identifies recent closing strength.

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No breakout

Latest close: 16,243.70 · Previous 20-session highest close: 16,483.60.

Today is excluded from the reference level. A breakout can fail; it is a research prompt.

ATR volatility (14)

ATR Volatility

ATR measures the size of daily price ranges, including gaps from the previous close. It measures movement, not its direction.

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Unavailable

ATR needs 15 consecutive imported sessions with daily highs, lows and closes.

Measures movement, not direction. Index points are not an ETF’s price or a guaranteed stop distance.

Drawdown in rupees

Drawdown in Rupees

Translate a historical percentage decline into an example rupee loss. This makes the size of a decline easier to understand.

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Enter a hypothetical amount at a peak to see the effect of a repeat of a recorded decline.

Historical decline6.08%
Example loss₹60.84
Amount after decline₹939.16
Gain needed to recover6.48%

Historical illustration, not a future loss forecast or a maximum-loss limit. Uses available closes; missing sessions can understate declines. Intraday declines, dividends, fund costs and taxes are excluded. Your amount stays in this browser.

Rolling-return comparison

Rolling-return Comparison

Compare many historical investment windows instead of relying on a single start date. See the worst, median and best observed annualized returns.

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Annualized returns of the stored index series across monthly historical windows. Compare the range of outcomes over different holding periods.

Comparisons use matching start and end dates. A shorter history can reduce the number of comparable windows.

1-year windows

Worst CAGR
-11.30%
Median CAGR
26.25%
Best CAGR
67.89%
Losing windows
14.29%

14 overlapping windows ending 2023-03-31 to 2024-04-26.

Matched median CAGR · 14 windows

Nifty Tata Group 25% Cap: 26.25%

Nifty 50: 15.92%

3-year windows

Worst CAGR
Unavailable
Median CAGR
Unavailable
Best CAGR
Unavailable
Losing windows
Unavailable

No complete, sufficiently continuous 3-year windows in the imported history.

No matching complete windows with Nifty 50.

5-year windows

Worst CAGR
Unavailable
Median CAGR
Unavailable
Best CAGR
Unavailable
Losing windows
Unavailable

No complete, sufficiently continuous 5-year windows in the imported history.

No matching complete windows with Nifty 50.

10-year windows

Worst CAGR
Unavailable
Median CAGR
Unavailable
Best CAGR
Unavailable
Losing windows
Unavailable

No complete, sufficiently continuous 10-year windows in the imported history.

No matching complete windows with Nifty 50.

Each month uses its last observed close; the latest month may be incomplete. Start observations are on or before the calendar anniversary within seven days. Windows containing gaps over 14 days are excluded. Returns are annualized using actual elapsed days. Overlapping windows are not independent trials or future probabilities. Price-index series exclude dividends. Fund costs and taxes are excluded; these are not fund or SIP returns. Different index methods can affect comparisons.

Index Report

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

1) Index Snapshot (1-minute read)

Nifty Tata Group 25% Cap is at 16,243.70 as of Apr 26, 2024. It is 2.05% below its recent peak. Current valuation: PE 45.39, PB 6.84.

As of
Apr 26, 2024
Current Value
16,243.70
PE / PB
45.39 / 6.84
Dividend Yield
0.89%
1Y CAGR
-
3Y CAGR
-
5Y CAGR
-
Volatility (1Y)
14.23%
Drawdown from Peak
2.05%

4) Sector Contribution Breakdown

Top sector exposure based on available data.

Sector split is not available yet.

5) Risk Signals

  • Volatility is low (14.23%). Moves are calmer.
  • Index is near its recent peak (drawdown 2.05%).

Signals are descriptive, not predictions.

6) Action Guidance

SIP
Continue

Continue SIP steadily.

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.

AI Insights

Explore dated reports covering this index’s past performance, news and possible scenarios.

PRO includes the first index published each India-time month. PRIME includes every published index and edition.

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Supporting Guides

Intent-focused pages connected to this index.

Technical Signals

Select a signal to see matching indices, or tap ? to learn what it means.

Golden Cross Active
Golden Cross Active

The medium-term average is above the long-term average, and the index is above its long-term average. This describes a positive trend backdrop.

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Recent Performance

Analyze the recent performance of the Nifty Tata Group 25% Cap, including its recent highs and lows

Recent HighRecent LowCurrent Market Apr 26, 2024
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVPoints
Mar 07, 2024Mar 20, 2024~Apr 26, 2024
51.666.910.8616583.1348.526.490.9115574.24-6.08

45.396.840.8916243.70 (4.3% )

Performance

Past performance returns (%) of the index

#1D1W1M3M6M1Y3Y5Y7Y10Y15Y
Nifty Tata Group 25% Cap-0.291.4-0.7210.96-------

Fundamentals

Nifty Tata Group 25% Cap

PEPBDiv
45.396.840.89

About

Nifty Tata Group 25% cap is a corporate group indices, The Index is designed to reflects the performance of the companies in a particular corporate group. Group of 10 Tata compaies are TCS, Titan, Tata Motors, Tata Steel, Tata Power, Tata Consumer Products, Voltas, Tata Elxsi, Trent etc.,

Portfolio Characteristics

MethodologyPeriodic capped free-float
No. of Constituents10
Launch Date2015-12-16
Calculation FrequencyEnd of the day
Index RebalancingSemi - Annually