1799.32

+5.53 (0.31%)


Aug 16, 2018

Dynamic Midcap Index comprises of 50 mid market capitalization stocks. These stocks have been filtered by our Research team based on strong fundamentals and robust performance.

Portfolio Characteristics

Methodology Alpha based Weighting
No. of Constituents 50
Launch Date November 16, 2017
Base Date October 1, 2014
Base Value 680
Calculation Frequency End of day
Index Rebalancing Quarterly

Statistics

Since Inception
Std. Deviation * 18.25
Correlation 1.25
Beta 0.71

Sector Representation

Sector Representation-Major
Sector Weight(%)
IT 19.60
PHARMA 14.97
FMCG 7.19
FINANCIAL SERVICES 6.46
AUTOMOBILES & AUTO PARTS 5.60
FMCG-FOOD 4.46
INDUSTRIAL MANUFACTURING 4.41
BANKS-PRIVATE AND PSU 2.17
TEXTILES AND APPAREL 2.00
INFRASTRUCTURE CONSTRUCTION AND ENGINEERING 1.73
REALTY 1.24
CEMENT & CEMENT PRODUCTS 0.96
POWER 0.67
METALS AND MINING 0.37
Sector Representation-Minor
Sector Weight(%)
CARBON 12.63
SERVICES 6.83
BEVERAGES 6.08
TELECOM 2.64

Fundamentals

P/E P/B Dividend Yield
30.68 8.15 0.49

Top Constituents by Weight

Company Weight(%)
H.E.G. LTD. 7.46
LARSEN & TOUBRO INFOTECH LTD. 4.98
MINDTREE LTD. 4.69
GRAPHITE INDIA LTD. 4.62
MPHASIS LTD. 3.92
VARUN BEVERAGES LTD. 3.66
JUBILANT FOODWORKS LTD. 3.31
L&T TECHNOLOGY SERVICES LTD. 3.09
3M INDIA LTD. 3.09
HEXAWARE TECHNOLOGIES LTD. 2.94

Annualized Volatility %

Period Dynamic Midcap Index NIFTY Midcap 100 Index
Since 03-10-2016 18.30 15.50
6 Months 17.30 16.70
3 Months 14.70 16.30

Ended Jul 31, 2018

Returns %

Period Dynamic Midcap Index Nifty Midcap 100 Index Nifty Midcap 50 Index NIFTY Index Top 5 Midcap MF Schemes
1 Month 6.92 3.83 3.30 5.99 5.70
3 Months -1.63 -6.97 -8.25 5.75 -1.44
6 Months 0.40 -9.18 -6.41 2.98 1.07
1 Year 35.57 1.96 4.55 12.70 11.22
3 Years 27.81 11.20 13.31 10.00 13.33
Since Inception (1-10-14) 27.93 14.13 13.08 9.77 19.22

# 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

3M India Ltd.
Adani Transmission Ltd.
Ajanta Pharmaceuticals Ltd.
Astral Poly Technik Ltd.
Avanti Feeds Ltd.
Bombay Burmah Trading Corporation Ltd.
Cholamandalam Investment and Finance Company Ltd.
Colgate Palmolive (India) Ltd.
Dalmia Bharat Ltd.
Dilip Buildcon Ltd.
Divi's Laboratories Ltd.
Edelweiss Financial Services Ltd.
Endurance Technologies Ltd.
Eris Lifesciences Ltd.
Escorts Ltd.
Gillette India Ltd.
GlaxoSmithkline Consumer Healthcare Ltd.
Glaxosmithkline Pharmaceuticals
Glenmark Pharmaceuticals Ltd.
Godrej Industries Ltd.
Godrej Properties Ltd.
Graphite India Ltd.
H.E.G. Ltd.
Hexaware Technologies Ltd.
Honeywell Automation India Ltd.
IIFL Holdings Ltd.
Indian Bank
Info Edge (India) Ltd.
JM Financial Ltd.
Jubilant Foodworks Ltd.
Jubilant Life Sciences Ltd.
KIOCL Ltd.
KRBL Ltd.
L&T Technology Services Ltd.
Larsen & Toubro Infotech Ltd.
Minda Industries Ltd.
MindTree Ltd.
MphasiS Ltd.
NATCO Pharma Ltd.
Page Industries Ltd.
Pfizer Ltd.
Quess Corp Ltd.
Rain Industries Ltd
RBL Bank Ltd.
Sterlite Technologies Ltd.
Sun Pharma Advanced Research Company Ltd.
Tata Global Beverages Ltd.
Torrent Pharmaceuticals Ltd.
Varun Beverages Ltd.
Voltas Ltd.

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