1427.30

-4.48 (-0.31%)


Aug 16, 2018

Dynamic Largecap Index comprises of 30 large market capitalization stocks. The stocks in this index have been meticously picked to give the stocks with good returns. This alpha-based strategy is the base of computing this index

Portfolio Characteristics

Methodology Alpha based Weighting
No. of Constituents 30
Launch Date November 16, 2017
Base Value 585
Base Date October 1, 2014
Calculation Frequency End of day
Index Rebalancing Quarterly

Statistics

Since Inception
Correlation 0.81
Beta 1.20
Std. Deviation * 15.50

Sector Representation

Sector Representation-Major
Sector Weight(%)
PHARMA 14.66
FMCG 14.61
FINANCIAL SERVICES 13.66
IT 12.29
AUTOMOBILES & AUTO PARTS 11.73
BANKS-PRIVATE AND PSU 8.86
CHEMICALS 6.19
FMCG-FOOD 4.73
METALS AND MINING 4.64
ENERGY-OIL & GAS 2.04
Sector Representation-Minor
Sector Weight(%)
CONSUMER GOODS 6.58

Fundamentals

P/E P/B Dividend Yield
36.83 7.04 0.69

Top Constituents by Weight

Company Weight(%)
BIOCON LTD. 6.70
AVENUE SUPERMARTS LTD. 6.58
TECH MAHINDRA LTD. 6.58
PIDILITE INDUSTRIES LTD. 6.19
TATA CONSULTANCY SERVICES 5.71
MAHINDRA & MAHINDRA 5.20
KOTAK MAHINDRA BANK LTD. 5.20
HINDUSTAN UNILEVER LTD. 5.05
BRITANNIA INDUSTRIES LTD. 4.73

Annualized Volatility %

Period Dynamic Largecap Index NIFTY 50 Index
Since 03-10-2016 15.50 10.50
6 Months 13.40 11.10
3 Months 11.30 9.10

Ended Jul 31, 2018

Returns %

Period Dynamic Large Cap Index NIFTY 50 Index Top 5 Largecap MF
1 Month 4.41 5.99 6.51
3 Months -0.92 5.75 5.09
6 Months 1.19 2.98 3.80
1 Year 14.35 12.70 13.38
3 Years 20.37 10.00 11.68
Since Inception (1-10-14) 25.88 9.77 31.03

# QTD,YTD and 1 year returns are absolute returns. Returns for greater than one year are CAGR returns.
* Average daily standard deviation annualised.

Index Performance

Index Methodology

List of Index Stocks for Jul-Sep'18 Quarter

Ashok Leyland Ltd.
Aurobindo Pharma Ltd.
Avenue Supermarts Ltd.
Bajaj Finance Ltd.
Bajaj Finserv Ltd.
Bajaj Holdings & Investment Ltd.
Biocon Ltd.
Britannia Industries Ltd.
Cadila Healthcare Ltd.
Cipla Ltd.
Dabur India Ltd.
Dr. Reddy's Laboratories Ltd.
Godrej Consumer Products Ltd.
Hindustan Unilever Ltd.
Indiabulls Housing Finance Ltd.
IndusInd Bank Ltd.
JSW Steel Ltd.
Kotak Mahindra Bank Ltd.
L&T Finance Holdings Ltd.
Lupin Ltd.
Mahindra & Mahindra Ltd.
Maruti Suzuki India Ltd.
Pidilite Industries Ltd.
Piramal Enterprises Ltd.
Procter & Gamble Hygiene & Health Care Ltd.
Reliance Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Tata Consultancy Services Ltd.
Tech Mahindra Ltd.
TVS Motor Company Ltd.

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