IE000DVPTMD5
IE000DVPTMD5
Amundi MSCI India IMI UCITS ETF Acc
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Risk & Diversification Scores
Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.
Volatility Risk Score
7/7 Very High
7 / 7 SRI PRIIPs Risk Class
Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.
Volatility (5Y)
—
5-Year HorizonMax Drawdown (5Y)
—
Deepest DrawdownSharpe Ratio
—
Risk / RewardRec. Holding Period
10+ Years
Investment HorizonSpeculative / High Risk: Score Basis:
Diversification Score
Broadly Diversified (< 35%)
48 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)
High risk diversification: No dependency on individual heavyweights.
Top 10 Holdings
27%
Low ConcentrationEffective Holdings
~119
of 482 holdingsTop Sector
27.2%
Financial ServicesTop Region / Country
99.8%
IndiaExcellent multi-dimensional diversification across holdings, industries, and geographies.
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 Years | — | — | — | — |
| 5 Years | — | — | — | — |
| 10 Years | — | — | — | — |
Notes & Warnings
🟢 Favorable / fair valuation: Avg P/E of 22.7
🟢 Balanced position distribution (< 35% in Top 10)
⚠️ Fund closure risk (< 50M € AUM)
🟢 High institutional analyst coverage (23 analysts)
🔴 High single-country risk: 100% of portfolio in "India".
⚠️ Elevated emerging markets risk: 100% Emerging Markets.
⚠️ Elevated Commodity Sensitivity: 18% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
🔴 Dominant Cyclicality: 65% in cyclical industries – higher drawdown risk in recessions.
⚠️ Elevated Interest Rate Sensitivity: 48% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 61% in heavily regulated industries (defense, regulated utilities, healthcare policy).