Nifty Tata Group

Diversify with Tata Titans: Invest in the Legacy

As of Apr 26, 2024, the PE ratio is 39.29 and the PB ratio is 8.62

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Index Report

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

1) Index Snapshot (1-minute read)

Nifty Tata Group is at 18,034.74 as of Apr 26, 2024. 1Y CAGR is 43.97%. It is 4.71% below its recent peak. Current valuation: PE 39.29, PB 8.62.

As of
Apr 26, 2024
Current Value
18,034.74
PE / PB
39.29 / 8.62
Dividend Yield
1.15%
1Y CAGR
43.97%
3Y CAGR
-
5Y CAGR
-
Volatility (1Y)
13.33%
Drawdown from Peak
4.71%

2) Valuation Zone

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

Expensivepercentile
PE 39.29 vs 5Y avg 36.89 (6.50%)
PE 39.29 vs 10Y avg 36.89 (6.50%)
PE 39.29 vs 15Y avg 36.89 (6.50%)
PB 8.62 vs 5Y avg 7.97 (8.13%)
PB 8.62 vs 10Y avg 7.97 (8.13%)
PB 8.62 vs 15Y avg 7.97 (8.13%)

3) Earnings Growth Health

Trend:Improving

Composite proxy: 21.38% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Improving.

1YImproving
Price CAGR: 43.97%
PE CAGR: 22.59%
Proxy: 21.38%
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).

Automobile and Auto Components
12.50%
Consumer Services
12.50%
Information Technology
12.50%
Capital Goods
12.50%
Chemicals
8.33%
Fast Moving Consumer Goods
8.33%

5) Risk Signals

  • Volatility is low (13.33%). Moves are calmer.
  • Index is near its recent peak (drawdown 4.71%).
  • 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 Tata Group, including its recent highs and lows

Recent HighRecent LowCurrent Market Apr 26, 2024
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVPoints
Mar 07, 2024Mar 27, 2024~Apr 26, 2024
41.829.121.0918926.3839.298.571.1617783.61-6.04

39.298.621.1518034.74 (1.41% )

Performance

Past performance returns (%) of the index

#1D1W1M3M6M1Y3Y5Y7Y10Y15Y
Nifty Tata Group-0.40.45-4.166.7326.2940.86-----

Fundamentals

Nifty Tata Group

PEPBDiv
39.298.621.15

Index Companies

Companies included in this index

Companies
Name of the companyIndustrySymbol
Automotive Stampings & Assemblies Ltd.Automobile and Auto ComponentsASAL
Indian Hotels Co. Ltd.Consumer ServicesINDHOTEL
NELCO Ltd.Information TechnologyNELCO
Oriental Hotels Ltd.Consumer ServicesORIENTHOT
Rallis India Ltd.ChemicalsRALLIS
TRF Ltd.Capital GoodsTRF
Tata Chemicals Ltd.ChemicalsTATACHEM
Tata Coffee Ltd.Fast Moving Consumer GoodsTATACOFFEE
Tata Communications Ltd.TelecommunicationTATACOMM
Tata Consultancy Services Ltd.Information TechnologyTCS
Tata Consumer Products Ltd.Fast Moving Consumer GoodsTATACONSUM
Tata Elxsi Ltd.Information TechnologyTATAELXSI
Tata Investment Corporation Ltd.Financial ServicesTATAINVEST
Tata Metaliks Ltd.Metals & MiningTATAMETALI
Tata Motors Ltd DVRAutomobile and Auto ComponentsTATAMTRDVR
Tata Motors Ltd.Automobile and Auto ComponentsTATAMOTORS
Tata Power Co. Ltd.PowerTATAPOWER
Tata Steel Long Products Ltd.Capital GoodsTATASTLLP
Tata Steel Ltd.Metals & MiningTATASTEEL
Tata Teleservices (Maharashtra) Ltd.TelecommunicationTTML
Tinplate Company of India Ltd.Capital GoodsTINPLATE
Titan Company Ltd.Consumer DurablesTITAN
Trent Ltd.Consumer ServicesTRENT
Voltas Ltd.Consumer DurablesVOLTAS

About

The Nifty Tata Group Index offers a strategic approach for investors seeking exposure to the collective strength of the Tata Group. This index tracks the performance of a well-diversified basket of prominent Tata companies, including TCS, Titan, Tata Motors, and many more. By following the Nifty Tata Group Index, you gain insights into the performance of these leading companies across various sectors like information technology, automobiles, steel, and consumer goods. This single index provides a convenient way to invest in the legacy and growth potential of the Tata Group.

Portfolio Characteristics

MethodologyFull Market Capitalization
No. of Constituents24
Launch Date2005-12-16
Calculation FrequencyEnd of the Day
Index Rebalancing-