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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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. 1Y CAGR is 61.97%. 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

61.97%

3Y CAGR

5Y CAGR

Volatility (1Y)

12.46%

Drawdown from Peak

2.05%

2) Valuation Zone

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

Expensivepercentile

PE 45.39 vs 5Y avg 44.70 (1.54%)

PE 45.39 vs 10Y avg 44.70 (1.54%)

PE 45.39 vs 15Y avg 44.70 (1.54%)

PB 6.84 vs 5Y avg 5.59 (22.30%)

PB 6.84 vs 10Y avg 5.59 (22.30%)

PB 6.84 vs 15Y avg 5.59 (22.30%)

3) Earnings Growth Health

Trend:Improving

Composite proxy: 13.59% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Improving.

1YImproving

Price CAGR: 61.97%

PE CAGR: 48.38%

Proxy: 13.59%

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 low (12.46%). Moves are calmer.
Index is near its recent peak (drawdown 2.05%).
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 25% Cap, including its recent highs and lows

Recent High				Recent Low						Current Market _{Apr 26, 2024}
PE	PB	DIV	Points	PE	PB	DIV	Points	Fall(%)	~	PE	PB	DIV	Points
Mar 07, 2024				Mar 20, 2024					~	Apr 26, 2024
51.66	6.91	0.86	16583.13	48.52	6.49	0.91	15574.24	-6.08		45.39	6.84	0.89	16243.70 (4.3% )

Performance

Past performance returns (%) of the index

#	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Nifty Tata Group 25% Cap	-0.29	1.4	-0.72	10.96	35.81	56.97	-	-	-	-	-
Compare	-	-	-	-	-	-	-	-	-	-	-

Fundamentals

Nifty Tata Group 25% Cap

PE	PB	Div
45.39	6.84	0.89

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