About
The NIFTY500 Value 50 index is a benchmark that represents the performance of 50 selected value stocks from the broader NIFTY500 index. This index is designed to track companies that exhibit strong fundamentals and attractive valuation metrics, making it a key focus for investors seeking long-term growth potential. By concentrating on value-oriented stocks, the index provides insights into segments of the market that may be undervalued relative to their intrinsic worth.
Investors monitor the NIFTY500 Value 50 for its ability to reflect market trends and investor sentiment towards value investing. As a widely recognized benchmark, it serves as a tool for portfolio management and performance evaluation, allowing investors to gauge the effectiveness of their investment strategies in the value segment.
Historical Prices
Index Valuation
Valuation is a critical aspect of assessing the attractiveness of stocks within the NIFTY500 Value 50 index. The price-to-earnings (P/E) ratio is commonly used to evaluate whether a stock is overvalued or undervalued compared to its earnings potential. The current valuation metrics of the index can help investors make informed decisions about their investments based on historical performance and market conditions.
The valuation chart illustrates the P/E ratios of index constituents over time, providing a clear picture of how the market values these companies. A lower P/E ratio may indicate potential buying opportunities, while a higher ratio could suggest overvaluation.
Monthly Returns
The monthly returns section provides a detailed view of the NIFTY500 Value 50 index's performance over the months from January to December for the years 2016 to 2026. This data allows investors to analyze seasonal trends and fluctuations in returns, helping to identify patterns that may influence investment decisions.
The table includes median, standard deviation, and average returns for each month, offering a comprehensive overview of the index's performance across different periods. By examining these metrics, investors can better understand the volatility and consistency of returns throughout the year.
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Year on Year Returns
The year-on-year (YoY) returns section highlights the index's performance over the last several years, showcasing how it has fared in various market conditions. The YoY returns for the NIFTY500 Value 50 index indicate significant fluctuations, with notable highs and lows, reflecting the dynamic nature of the market.
For instance, the index achieved impressive returns of 71.18% in 2021 and 58.8% in 2023, while also facing declines in 2019 and 2020. This variability emphasizes the importance of a long-term perspective for investors, as short-term performance can be influenced by a range of external factors.
Constituents
The constituents table provides a comprehensive overview of the 50 stocks that make up the NIFTY500 Value 50 index. This table includes key information such as the stock symbol, sector, current return percentage, current price, one-month return percentage, and market capitalization.
For example, prominent stocks like BANDHANBNK, BANKBARODA, and BPCL are included, representing various sectors such as financials and energy. By analyzing this table, investors can gain insights into the composition of the index, assess individual stock performance, and make informed decisions based on sectoral trends and market capitalization.
| Symbol | Sector | Current return % | Current price | 1M return % | Market cap |
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