MSCI INDIA INDEX (INR)
The MSCI India Index is designed to measure the performance of the large and mid cap segments of the Indian market. With 76 constituents,
the index covers approximately 85% of the Indian equity universe.
CUMULATIVE INDEX PERFORMANCE - NET RETURNS
ANNUAL PERFORMANCE (%)
(INR) (MAY 2002 – MAY 2017)
1036.58
MSCI India
MSCI Emerging Markets
MSCI ACWI IMI
800
546.14
400
374.64
50
May 02
Aug 03
Nov 04
Feb 06
May 07
Aug 08
Nov 09
INDEX PERFORMANCE — NET RETURNS
Feb 11
May 12
Aug 13
Nov 14
Feb 16
May 17
Year
MSCI India
MSCI
Emerging
Markets
MSCI ACWI IMI
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
1.12
-1.61
26.41
8.57
29.96
-25.38
16.22
93.71
-56.28
54.16
48.49
42.44
13.48
69.70
14.07
-10.83
-0.18
9.96
21.97
-3.12
14.23
70.50
-42.32
24.16
29.94
38.75
19.62
48.26
11.17
2.51
5.96
39.48
20.08
9.39
9.87
30.30
-28.73
-1.00
18.93
15.50
10.93
28.97
FUNDAMENTALS
(%) ( MAY 31, 2017 )
( MAY 31, 2017 )
ANNUALIZED
1 Mo
3 Mo
1 Yr
YTD
3 Yr
5 Yr
10 Yr
Since
Dec 29, 2000
Div Yld (%)
P/E
P/E Fwd
P/BV
MSCI India
2.06
6.30
15.04
15.48
9.06
13.90
8.12
13.83
1.38
22.21
18.16
3.30
MSCI Emerging Markets
3.26
4.31
22.17
11.46
4.64
7.48
7.13
11.70
2.39
15.25
12.16
1.66
MSCI ACWI IMI
2.30
1.41
12.64
5.21
8.54
14.79
8.77
7.54
2.34
21.51
16.24
2.17
INDEX RISK AND RETURN CHARACTERISTICS
( MAY 31, 2017 )
ANNUALIZED STD DEV (%) 2
MSCI India
MSCI Emerging Markets
MSCI ACWI IMI
1
MAXIMUM DRAWDOWN
Turnover
(%) 1
3 Yr
5 Yr
10 Yr
(%)
Period YYYY-MM-DD
13.08
6.63
2.62
12.64
13.59
9.43
12.81
11.91
9.27
23.99
18.93
13.92
63.91
56.78
46.13
2008-01-07—2009-03-05
2008-05-19—2008-10-27
2008-05-19—2009-03-09
Last 12 months
2
Based on monthly net returns data
The MSCI India Index was launched on Jan 01, 2001. Data prior to the launch date is back-tested data (i.e. calculations of how the index might have performed over that time period had the index existed). There
are frequently material differences between back-tested performance and actual results. Past performance -- whether actual or back-tested -- is no indication or guarantee of future performance.
MSCI INDIA INDEX
MAY 31, 2017
INDEX CHARACTERISTICS
TOP 10 CONSTITUENTS
MSCI India
Number of
Constituents
76
HOUSING DEV FINANCE CORP
INFOSYS
RELIANCE INDUSTRIES
TATA CONSULTANCY
ITC
AXIS BANK
MARUTI SUZUKI INDIA
TATA MOTORS
HINDUSTAN UNILEVER
LARSEN & TOUBRO
Total
Mkt Cap ( INR Millions)
Index
Largest
Smallest
Average
Median
25,985,577.74
2,363,343.61
46,362.76
341,915.50
213,404.04
Float Adj Mkt Cap
( INR Billions)
Index
Wt. (%)
Sector
2,363.34
1,795.38
1,739.36
1,204.29
1,058.05
860.36
762.40
752.79
692.78
558.13
11,786.91
9.09
6.91
6.69
4.63
4.07
3.31
2.93
2.90
2.67
2.15
45.36
Financials
Info Tech
Energy
Info Tech
Cons Staples
Financials
Cons Discr
Cons Discr
Cons Staples
Industrials
SECTOR WEIGHTS
9.72%
9.85%
7.28%
6.44%
10.57%
2.6%
2.04%
13.49%
22.65%
15.37%
Financials 22.65%
Energy 10.57%
Industrials 6.44%
Information Technology 15.37%
Consumer Staples 9.85%
Consumer Discretionary 13.49%
Materials 9.72%
Telecommunication Services 2.6%
Health Care 7.28%
Utilities 2.04%
INDEX METHODOLOGY
The index is based on the MSCI Global Investable Indexes (GIMI) Methodology—a comprehensive and consistent approach to index construction
that allows for meaningful global views and cross regional comparisons across all market capitalization size, sector and style segments and
combinations. This methodology aims to provide exhaustive coverage of the relevant investment opportunity set with a strong emphasis on
index liquidity, investability and replicability. The index is reviewed quarterly—in February, May, August and November—with the objective
of reflecting change in the underlying equity markets in a timely manner, while limiting undue index turnover. During the May and November
semi-annual index reviews, the index is rebalanced and the large and mid capitalization cutoff points are recalculated.
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MSCI INDIA INDEX