NIFTY500 Value 50

Invest in Potential: Target Undervalued Stocks

As of Jul 09, 2026, the PE ratio is 9.70 and the PB ratio is 1.43

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Index Report

Easy-to-read, rules-based summary. Educational only.

1) Index Snapshot (1-minute read)

NIFTY500 Value 50 is at 15,915.55 as of Jul 09, 2026. 1Y CAGR is 11.91%. It is 6.28% below its recent peak. Current valuation: PE 9.70, PB 1.43.

As of
Jul 09, 2026
Current Value
15,915.55
PE / PB
9.70 / 1.43
Dividend Yield
2.59%
1Y CAGR
11.91%
3Y CAGR
-
5Y CAGR
-
Volatility (1Y)
15.89%
Drawdown from Peak
6.28%

2) Valuation Zone

Zone is Cheap based on the last 15Y of PE/PB history.

Cheappercentile
PE 9.70vs 5Y avg 10.27 (-5.59%)
PE 9.70vs 10Y avg PRO
PE 9.70vs 15Y avg PRO
PB 1.43vs 5Y avg 1.55 (-7.59%)
PB 1.43vs 10Y avg PRO
PB 1.43vs 15Y avg PRO

3) Earnings Growth Health

Trend:Improving

Composite proxy: 22.76% (weighted 1Y/3Y/5Y/10Y/15Y).

Status map: 1Y Improving.

1YImproving
Price CAGR: 11.91%
PE CAGR: -10.85%
Proxy: 22.76%
3YPRO
Price CAGR: -
PE CAGR: -
Proxy: -
5YPRO
Price CAGR: -
PE CAGR: -
Proxy: -
10YPRO
Price CAGR: -
PE CAGR: -
Proxy: -
15YPRO
Price CAGR: -
PE CAGR: -
Proxy: -

Proxy = price CAGR minus PE CAGR. Overall trend uses weighted proxy across 1Y/3Y/5Y/10Y/15Y, so single-year noise has less impact.

4) Sector Contribution Breakdown

Top sector exposure based on available data.

Sector split is not available yet.

5) Risk Signals

  • Volatility is moderate (15.89%).
  • Index is near its recent peak (drawdown 6.28%).
  • Valuation is supportive vs history.

Signals are descriptive, not predictions.

6) Action Guidance

SIP
Increase

Consider increasing SIP if cashflow allows.

Lump-sum
Wait

Prefer staggered entries and avoid rushing.

Rules-based guidance for long-term investors. Not a buy/sell call.

7) Index vs Inflation vs FD

Inflation and FD rates are not configured yet.

Supporting Guides

Intent-focused pages connected to this index.

Technical Signals

OverboughtGolden Cross Active

Historical vs. Current Market

Compare its historical behavior with the current market environment to gain insights into potential trends.

GreedyFearCurrent Market Jul 09, 2026
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVMRI
Level
Jan 16, 2020Mar 24, 2020~9.701.432.59
9.641.004.993739.045.410.519.73-100

0.62

79.3

43

180.39

48.1

73.38

13

Recent Performance

Analyze the recent performance of the NIFTY500 Value 50, including its recent highs and lows

Recent HighRecent LowCurrent Market Jul 09, 2026
PEPBDIVPointsPEPBDIVPointsFall(%)~PEPBDIVPoints
Feb 26, 2026Mar 23, 2026~Jul 09, 2026
10.501.632.3716982.359.181.432.6914858.00-12.51

9.701.432.5915915.55 (7.12% )

Performance

Past performance returns (%) of the index

#1D1W1M3M6M1Y3Y5Y7Y10Y15Y
NIFTY500 Value 500.62-1.23-5.770.075.1111.25-----

Fundamentals

NIFTY500 Value 50

PEPBDiv
9.701.432.59

About

The Nifty500 Value 50 index caters to investors seeking value opportunities within the Indian stock market. It identifies 50 companies from the broader Nifty 500 index that exhibit strong value characteristics. These characteristics are determined using a combination of financial ratios: Earnings to Price (E/P), Book Value to Price (B/P), Sales to Price (S/P), and Dividend Yield. Companies with lower ratios and higher dividend yields are generally considered more "valuable" under this methodology. By following the Nifty500 Value 50 index, investors can potentially tap into undervalued stocks with the prospect of higher returns in the long run.

Portfolio Characteristics

MethodologyTilt Weighted
No. of Constituents50
Launch Date2018-09-28
Calculation FrequencyEnd of day
Index RebalancingSemi - Annually