The Finominal India Value Factor Index (INVAL.F) measures the performance of the top and bottom 30% of global stocks ranked on a combination of price-to-book and price-to-earnings ratios. Stocks must have a minimum market capitalization of $1 billion. Portfolios are constructed to be beta-neutral and rebalanced monthly.
| Key Characteristics | |
|---|---|
| Ticker | INVAL.F |
| Name | Finominal India Value Factor Index |
| Inception Date | 31 Dec 2003 |
| Return Type | Excess Return |
| Currency | INR |
| Performance | |
|---|---|
| 3 Months | 17.12 % |
| YTD | 20.86 % |
| 1-Year | 19.70 % |
| 3-Year | 27.51 % |
| 5-Year | 45.61 % |