The NIFTY 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
NIFTY 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period.
The above graph compares the valuation of three of the most popular indexes via PE (Price/Earnings) Ratio. A high PE Ratio means high valuations for the index.
The graph shows a steep correction of mid-cap valuations over the last 12-18 months. Despite the sharp correction – Nifty 500 Index shows little movement.
Thus - Nifty 500 Index can absorb risk of mid and small-cap stocks while giving better returns than Nifty 50 Index.
Disclaimer: The above graphs are used to explain the concept and are for illustration purpose only and should not be used for development or implementation of an investment strategy. Past performance may or may not be sustained in Future.
Data as on 28th June 2019 All figures are in % Source: MOAMC Internal Research.
Scheme Name | 1 Year | 2 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|---|
Multicap Funds Category average | 12.80 | 2.90 | 8.38 | 8.96 | 13.84 | 12.25 | 15.59 |
Indices | |||||||
Nifty 500 TRI | 12.10 | 4.18 | 10.28 | 8.98 | 13.08 | 10.92 | 14.67 |
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Indices | 1 Year | 2 Year | 3 Year | 5 Year | 7 Year | 10 Year | |
Nifty 500 TRI | 12.1 | 4.18 | 10.28 | 8.98 | 13.08 | 10.92 | |
Nifty 50 TRI | 15.93 | 8.69 | 12.74 | 8.76 | 12.69 | 11.04 | |
Nifty Midcap 150 TRI | 3.4 | -3.01 | 6.81 | 10.97 | 15.91 | 13.15 | |
Nifty Smallcap 250 TRI | -4.3 | -14.63 | -1.84 | 4.35 | 11.09 | 9.17 |
Based on Risk/ Return framework - Nifty 500 Index is expected to perform better than Nifty 50 Index, but lower than small-cap and mid-cap funds.
Data as on 31st October 2019. All figures are in % Source: MOAMC Internal Research.
Past performance may or may not be sustained in Future.
Note: Total Return variant of the index (TRI) will be used for performance comparison.
Riskometer ![]()
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Industry Classification as recommended by AMFI