NIFTY500 Value 50

Invest in Potential: Target Undervalued Stocks

As of Mar 30, 2026, the PE ratio is 9.23 and the PB ratio is 1.43

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Index Report

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

1) Index Snapshot (1-minute read)

NIFTY500 Value 50 is at 14,937.70 as of Mar 30, 2026. 1Y CAGR is 23.52%. It is 12.04% below its recent peak. Current valuation: PE 9.23, PB 1.43.

As of

Mar 30, 2026

Current Value

14,937.70

PE / PB

9.23 / 1.43

Dividend Yield

2.75%

1Y CAGR

23.52%

3Y CAGR

5Y CAGR

Volatility (1Y)

17.71%

Drawdown from Peak

12.04%

2) Valuation Zone

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

Cheappercentile

PE 9.23 vs 5Y avg 10.06 (-8.28%)

PE 9.23 vs 10Y avg 10.06 (-8.28%)

PE 9.23 vs 15Y avg 10.06 (-8.28%)

PB 1.43 vs 5Y avg 1.52 (-5.79%)

PB 1.43 vs 10Y avg 1.52 (-5.79%)

PB 1.43 vs 15Y avg 1.52 (-5.79%)

3) Earnings Growth Health

Trend:Improving

Composite proxy: 25.64% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Improving.

1YImproving

Price CAGR: 23.52%

PE CAGR: -2.12%

Proxy: 25.64%

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 (17.71%).
Index is 12.04% 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

OverboughtGolden Cross Active

Historical vs. Current Market

Compare its historical behavior with the current market environment to gain insights into potential trends.

Greedy				Fear						Current Market _{Mar 30, 2026}
PE	PB	DIV	Points	PE	PB	DIV	Points	Fall(%)	~	PE	PB	DIV	MRI Level
Jan 16, 2020				Mar 24, 2020					~	9.23	1.43	2.75
9.64	1.00	4.99	3739.04	5.41	0.51	9.73		-100		4.25 70.61	43 180.39	44.89 71.74	18

Recent Performance

Analyze the recent performance of the NIFTY500 Value 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 26, 2026				Mar 23, 2026					~	Mar 30, 2026
10.50	1.63	2.37	16982.35	9.18	1.43	2.69	14858.00	-12.51		9.23	1.43	2.75	14937.70 (0.54% )

Performance

Past performance returns (%) of the index

#	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
NIFTY500 Value 50	-1.19	-2.25	-9.93	0.26	3.35	12.42	-	-	-	-	-
Compare	-	-	-	-	-	-	-	-	-	-	-

Fundamentals

NIFTY500 Value 50

PE	PB	Div
9.23	1.43	2.75

About

The Nifty500 Value 50 index caters to investors seeking value opportunities within the Indian stock market. It identifies 50 companies from the broader Nifty 500 index that exhibit strong value characteristics. These characteristics are determined using a combination of financial ratios: Earnings to Price (E/P), Book Value to Price (B/P), Sales to Price (S/P), and Dividend Yield. Companies with lower ratios and higher dividend yields are generally considered more "valuable" under this methodology. By following the Nifty500 Value 50 index, investors can potentially tap into undervalued stocks with the prospect of higher returns in the long run.

Portfolio Characteristics

MethodologyTilt Weighted

No. of Constituents50

Launch Date2018-09-28

Calculation FrequencyEnd of day

Index RebalancingSemi - Annually