Tuesday, April 8, 2008

STIXi - StoX Indicus Index - the basics

This STIXi index has been constructed out of a diversified set of 150 stocks (multicap) traded on the NSE at predefined weightage.
The objective was to get at an indicator reflecting broader market movement to serve as a 'growth index covering a larger part of the market' than theLarge-cap only Nifty / Sensex.
And bcoz of the larger basket, the expectation is to have lesser volatility and as the objective has been growth, the rise/fall in this index should be higher / lesser than the front-line indices on up/down days. The stocks included in STIXi have reasonable liquidity. Without going by any technical or functional analysis, stocks were included based on
  1. my observations over the past 4-5 years of the market,
  2. relative absence of / limited operator activity,
  3. givingcoverage to various sub-sectors (For eg., in case of Oil & Gas sector, have included Exploration cos, Refiners, Marketers, Off-shore cos, Pipe cos etc).
  4. a handful of momentum stocks / trader favorites have been thrown, just to get a balance.

STIXi summary of the index composition:

No. of Stocks in index : 150

Base price used: Closing Prices of 1-APR-2008. (Historical values will be back-derived and posted later).

Initial Value of Index : 1000.04

Capitalisation Weightage in Index

  • Large Cap 44.3484%
  • Mid Cap 37.5369%
  • Small Cap 18.1147%

Sectoral weightage in index:

  • Auto 5.9784%
  • Banks 5.0022%
  • Cement 5.0004%
  • Chemicals/Fertilizers 3.0094%
  • Engineering/CG 5.0081%
  • Finance/Brokerages 3.9987%
  • FMCG/Retail/Consumer 6.9984%
  • Infotech 5.9923%
  • Infrastructure 6.0006%
  • Logistics 2.9974%
  • Media 4.9995%
  • Metal 5.9952%
  • Oil & Gas 4.9988%
  • Pharma 5.9963%
  • Power 5.9995%
  • Realty 3.0063%
  • Shipping 5.0012%
  • Sugar 4.0095%
  • Telecom 5.0057%
  • Textiles 1.9989%
  • Tourism/Hospitality 3.0032%

Stability:

No changes are proposed to be made atleast for the first 6 months. If required, tweaking may be odone as necessary every three months thereafter.

Hope you find STIXi useful.

Cheers

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