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MSCI’s November Review Adds Paytm and Fortis to Global Standard Index as Tata Elxsi, CONCOR Exit

Passive funds that track MSCI are expected to rebalance around the November 24 effective date, concentrating inflows to the new entrants.

Overview

  • Four India-listed companies — Fortis Healthcare, One 97 Communications (Paytm), GE Vernova T&D India, and Siemens Energy India — will join MSCI’s Global Standard Indexes after market close on November 24.
  • Tata Elxsi and Container Corporation of India will be removed from the flagship index, with Nuvama estimating outflows of about $162 million and $146 million respectively.
  • Nuvama projects roughly $1.46 billion of passive inflows into the four additions as index-tracking funds adjust portfolios.
  • MSCI also changed constituent weights, lifting eight Indian stocks and trimming several others, nudging India’s overall share of the Standard Index to 15.6% from 15.5%.
  • The Global Smallcap Index saw a major reshuffle with six Indian additions and 30 deletions, a move tied to revised eligibility thresholds, with names such as ACC, Blue Jet Healthcare, Honeywell Automation India, Leela Palaces Hotels & Resorts, Tata Elxsi, and CONCOR entering the small-cap cohort.