IND.PA - Risk

Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score

6/7 High

6 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (3Y)

20.1% p.a.

Fallback

Max Drawdown (3Y)

-19.4%

Fallback

Sharpe Ratio

0.50

Good (0.5 - 1.0)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

68 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

59.4%

Focused

Effective Holdings

~26

of 55 holdings

Top Sector

32.0%

Technology

Top Region / Country

29.2%

Netherlands

Elevated concentration in top individual holdings, leading sectors, or key regions.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+3.3%
3 Years	20.1%	-19.4%	0.5	—
5 Years	—	—	—	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 20.8

Solid fund volume

🟢 High institutional analyst coverage (20.9 analysts)

⚠️ Elevated top 10 holdings concentration: 59% of fund in top 10 positions.

⚠️ Sector concentration: 32% in "Technology".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 46% of forward growth.

ℹ️ Tech-Capex Exposure: 32% in semiconductors & hardware – dependent on hyperscaler capex cycles.

⚠️ Elevated Regulatory & Policy Risk: 51% in heavily regulated industries (defense, regulated utilities, healthcare policy).