UBS
INDSI.SW
IE000MZFIJ99
UBS MSCI India Universal UCITS ETF USD dis
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About this ETF

The UBS MSCI India Universal UCITS ETF USD (Dist) seeks to track the MSCI India Universal Low Carbon Select 5% Issuer Capped index. The MSCI India Universal Low Carbon Select 5% Issuer Capped index tracks the Indian equity market. The index only considers companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. The weight of each company is capped to 5%.

TER
0.35%

Total Expense Ratio per year

Fund Size
€1.52M

Assets under management

Holdings
129

Underlying equities

Dividend Yield
-

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
21.59
Weighted Fwd P/E
16.86
💰 Revenue Estimates
Current Year CY
+20.41% ⌀ 27 Analysts Coverage
Next Year NY
+14.91% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+29.82% ⌀ 27 Analysts Coverage
Next Year NY
+23.96% ⌀ 28 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
11/14/2025 (10 mos)
Index Group
-
Index
-
Region
-
Country
India
Sector
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
48/100 Moderate
Diversification Score
48/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🔴 High single-country risk: 100% of portfolio in "India".
⚠️ Elevated emerging markets risk: 100% Emerging Markets.
⚠️ Sector concentration: 37% in "Financial Services".
🔴 Dominant Cyclicality: 66% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Interest Rate Sensitivity: 58% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 68% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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