1668.38

+28.81 (1.76%)


Feb 23, 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 October 31, 2017
Base Date October 3, 2016
Base Value 1000
Calculation Frequency EOD Daily
Index Rebalancing Quarterly

Statistics

QTD YTD Since Inception
Returns (%) -3.10 -3.10 51.71
Since Inception
Std. Deviation * 18.62
Correlation 0.69
Beta 1.25

Sector Representation

Sector Representation-Major
Sector Weight(%)
FINANCIAL SERVICES 16.15
INFRASTRUCTURE CONSTRUCTION & ENG. 9.87
AUTOMOBILES & AUTO PARTS 7.71
FMCG-FOOD 7.28
REALTY 7.18
INDUSTRIAL MANUFACTURING 4.73
POWER 3.33
IT 3.10
BANKS-PRIVATE AND PSU 2.83
CEMENT & CEMENT PRODUCTS 2.37
FMCG 1.77
ENERGY-OIL & GAS 1.66
FERTILISERS 1.15
PHARMA 0.62
Sector Representation-Minor
Sector Weight(%)
BEVERAGES 8.72
TELECOM 5.67
GOLD & JEWELLERY 4.22
CONSUMER GOODS 3.93
HOME APPLIANCES 2.88
ELECTRICAL EQUIPMENT 2.12
DEFENCE 2.02
SERVICES 0.69

Fundamentals

P/E P/B Dividend Yield
34.87 5.22 0.40

Top Constituents by Weight

Company Weight(%)
DILIP BUILDCON 6.09
STERLITE TECHNOLOGIES 5.67
TATA GLOBAL 4.72
AVANTI FEEDS 4.39
VARUN BEVERAGES 4.00
EDELWEISS 3.99
FUTURE RETAIL 3.93
INDIABULLS VENTURES 3.70
PC JEWELLER 3.38
KRBL 2.89

Annualized Volatility %

Period Dynamic Midcap Index NIFTY Full Midcap 100
Since 03-10-2016 18.60 15.30
6 Months 20.60 14.90
3 Months 20.70 12.90

Ended Jan 31, 2018

Returns %

Period Dynamic Midcap Index NSE Midcap 100 Index NSE Midcap 50 Index NIFTY Index Top 10 Midcap MF Schemes
1 Month -3.10 -1.65 -3.36 4.42 -0.34
3 Months 6.41 6.17 4.49 6.71 5.65
1 Year 77.03 34.84 38.45 28.82 37.80

# 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 Jan-Mar'18 Quarter

ASTRAL POLY TECHNIK
AVANTI FEEDS
BALKRISHNA INDUSTRIES
BANK OF INDIA
CANARA BANK
CENTURY TEXTILES & INDUSTRIES
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY
COROMANDEL INTERNATIONAL
CROMPTON GREAVES CONSUMER ELECTRICALS LTD
DALMIA BHARAT
DEWAN HOUSING FINANCE CORPORATION
DILIP BUILDCON
EDELWEISS FINANCIAL SERVICES
ENDURANCE TECHNOLOGIES
ENGINEERS INDIA
FUTURE RETAIL
GILLETTE INDIA
GODREJ PROPERTIES
GUJARAT STATE PETRONET
HONEYWELL AUTOMATION INDIA
IIFL HOLDINGS
INDIABULLS REAL ESTATE
INDIABULLS VENTURES
INDIAN BANK
JM FINANCIAL
KRBL
LARSEN & TOUBRO INFOTECH
MANAPPURAM FINANCE
MANGALORE REFINERY AND PETROCHEMICALS
MOTILAL OSWAL FINANCIAL SERVICES
MPHASIS
NATCO PHARMA
NATIONAL BUILDING CONSTRUCTION CORP
NLC INDIA LIMITED
OBEROI REALTY
PC JEWELLER
PRESTIGE ESTATES PROJECTS
QUESS CORP
SHRIRAM TRANSPORT FINANCE COMPANY
SOLAR INDUSTRIES INDIA
STERLITE TECHNOLOGIES
SUNDRAM FASTENERS
SYMPHONY
TATA GLOBAL BEVERAGES
TORRENT POWER
V-GUARD INDUSTRIES
VARUN BEVERAGES
VOLTAS
WABCO INDIA
WHIRLPOOL OF INDIA

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