| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 32.3 | 30.92 | 29.52 | 29.94 | 31.04 | 30.63 | 30.1 |
India’s growth story has always been closely tied to the pace of its infrastructure development. Roads, railways, airports, ports, utilities, construction activity and logistics networks form the backbone of a modern economy, and the companies powering these segments often move in tandem with the country’s long-term expansion. To track this sector in a structured way, the National Stock Exchange introduced the Nifty India Infrastructure & Logistics Index, offering a clear benchmark for investors who want focused exposure to this essential theme.
The Nifty India Infrastructure & Logistics Index has been designed to reflect the performance of companies driving India’s physical and logistical growth. It includes firms involved in engineering, project development, utilities, transportation and supply chain services. Together, these businesses form the backbone of India’s expansion efforts and represent a sector that is deeply influenced by public spending, private investment and economic reforms.
Focuses on infrastructure development and logistics activity.
Covers companies building and operating essential physical assets.
Reflects the long-term momentum of India’s development cycle.
One of the strengths of this index is its wide representation across multiple industries. Instead of focusing on a single area like construction or transport, it offers diversified exposure to the entire infrastructure and logistics ecosystem. This gives investors a well-rounded understanding of how the sector as a whole is performing.
Engineering and capital goods
Construction and project development
Power generation and energy infrastructure
Ports, shipping and maritime services
Road and rail transport
Logistics, warehousing and supply chain management
Infrastructure-linked industrial manufacturing
To maintain accuracy and relevance, the index selects its constituent stocks from the Nifty 500 universe. This ensures that only liquid, widely traded and fundamentally important companies are included. It uses the free-float market capitalization method, which takes into account only publicly tradable shares. This approach offers a realistic picture of market behaviour and removes noise from promoter-held positions.
Free-float market capitalization-based weighting.
Stock weights capped to prevent concentration.
Regular rebalancing to adjust for market and sector changes.
Ensures consistent representation of infrastructure and logistics sectors.
Infrastructure and logistics companies tend to move in long cycles and respond strongly to policy initiatives, government budgets, interest rates and industrial demand. Tracking this index gives investors a focused view of how these forces are shaping market performance. It also helps identify whether the theme is currently in an expansion phase or entering a period of consolidation.
As India continues to invest heavily in highways, renewable energy, urban infrastructure, modern warehousing, multi-modal logistics and digital connectivity, the companies in this index are well-positioned to benefit. This makes the Nifty India Infrastructure & Logistics Index a compelling theme for long-term investors who want exposure to sectors supported by both government initiatives and rising economic activity.
Monitoring the P/E ratio of this index helps investors understand whether current prices are justified by earnings growth across infrastructure companies. It also gives clues about where the market expects future gains to come from, whether from construction uptick, logistics modernization, expansion of renewable energy infrastructure, or major government-led development programs. For anyone serious about thematic investing or studying India’s long-term economic building blocks, the P/E ratio of this index is a valuable and easy-to-read valuation signal.