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Introduction: Benchmark* - Nifty 200 Value 30 Index

“Value” can simply be defined as “It’s like buying quality branded products during a discount sale—same product, better price.”
"Think of it as finding hidden gems—strong businesses that the market is currently overlooking."

The Nifty 200 Value 30 index consists of 30 companies from its parent Nifty 200 index, selected based on their ‘value’ scores.

The value score of each company is determined based on the following:

Book Value-to-Price ratio:

A high book-to-price ratio signals that a company may be undervalued. A high book-to-price ratio (or low price-to-book ratio) signals that a company is available at a value.

Earnings-to-Price ratio:

A high earning to market price ratio (i.e., low market price to earnings ratio) suggests that a company may be undervalued.

Sales-to-Price ratio:

The sales-to-price measures value of a company relative to its sales. A high ratio indicates that the company is generating more sales relative to its market value.

Dividend Yield:

It measures the annual dividend paid by a company relative to its current market price. A high dividend yield suggests that investors are receiving higher cash returns for every rupee invested and may indicate that the company is attractively valued.

These financial ratios are commonly studied in academic literature and used in investment practice to capture undervaluation in equity security prices.

Source- NSE, https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf

Index Construction & Review Methodology

Universe:

The 200 companies in Nifty 200 universe are considered for inclusion in the Value Index portfolio. Hence, companies from large cap & mid cap are part of the Nifty 200 Value 30 Index. The broad universe ensures diversification across size and sectors.

Fundamental Ratio Calculation:

30 companies with higher Earnings to Price ratio (E/P), Book Value to Price ratio (B/P), Sales to Price ratio (S/P) and Dividend Yield are selected to be part of the index.

Weights and Capping:

Weight of the stock in the index is derived by multiplying the free float market cap with low volatility score of that stock
Each stock in the index is capped at the lower of 5% or 5 times the weight of the stock in the index based only on free float market capitalization

Constituent Weight:

Each company’s weight in the index is determined by multiplying its value score and float-adjusted market capitalization. To ensures diversification and prevent overconcentration, the weight of each company in the index is capped at 5%.

Index Rebalancing & Reconstitution

Index rebalancing and reconstitution will be done on a semi-annual basis in June and December using data ending last trading day of May and November.

Source- NSE, https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf

Nifty 200 Value 30 Index outperforms its base Index in the long-term

Source: Morningstar Direct I NSE I Bloomberg I Bajaj Life Research Past performance is not indicative of future performance

Note – The above XIRR calculation is based on assumptions such as 1. no cost included while investing, 2. monthly investment on every first work ing day of each month for last 10 years & 3. there is no such restrictions in terms of investment in respective indices. The above graphical repre sentation of monthly SIP growth in each index should be considered for illustration purposes only

Performance - Nifty 200 Value 30 Index

Source :- Morningstar Direct I NSE I Bajaj Life Research I Past performance is not indicative of future performance

The Nifty 200 Value 30 Index has outperformed the Nifty 200 Index across all periods, delivering strong and steady alpha.

Why Nifty 200 Value 30 Index Fund?

▸Concentrated Value Portfolio – Invests in 30 value stocks based on the value score selected from the Nifty 200 universe, providing focused exposure to companies trading at attractive valuations.

▸Quality Meets Value – The index combines value characteristics with profitability and capital efficiency filters, seeking businesses that are not only inexpensive but also fundamentally sound.

▸Large & Mid-cap Opportunity – Draws constituents from the Nifty 200, enabling investors to benefit from the stability of established large-cap companies alongside the growth potential of select mid-caps.

▸Designed for Market Cycles – Value investing has historically outperformed following periods of market corrections and economic recovery, making the strategy well-suited for investors with a long-term investment horizon.

▸Diversified Sector Representation – The stock selection process results in diversified sector exposure.

▸Disciplined Rebalancing – Periodic index reviews ensure the portfolio remains aligned with the evolving value opportunity set by replacing stocks whose valuations are no longer attractive.

▸Long-Term Wealth Creation Potential - Historically, the Nifty 200 Value 30 Index has delivered periods of meaningful outperformance over the broad-based Nifty 200, demonstrating the potential of disciplined factor investing across market cycles.

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Future Wealth Gain IV

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