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BLUE CHIP INDICES

DAX LargeMid Cap 10% Capped

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Index Description

The DAX LargeMid Cap 10% Capped index is an alternative version to DAX LargeMid Cap for investors seeking a higher degree of diversification. The DAX LargeMid Cap 10% Capped is methodologically equal to the DAX LargeMid Cap index except that the capping limit is set to 10%.

Key facts

  • All index component changes affecting the DAX and MDAX also apply to the DAX LargeMid Cap 10% Caped.
  • Index components are capped at a maximum weight of 10% on a quarterly basis.

Descriptive Statistics

Index Market Cap (EUR bn) Components (EUR bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
DAX LargeMid Cap 10% Capped 2,266.3 1,773.5 19.7 5.6 171.7 0.8 9.7 0.0 6.0
DAX LargeMid Cap 10% Capped 2,266.3 1,773.5 19.7 5.6 171.7 0.8 9.7 0.0 6.0

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
DAX LargeMid Cap 10% Capped -0.2 20.8 21.8 60.6 71.0 N/A N/A 22.6 17.4 11.4
DAX LargeMid Cap 10% Capped -0.2 20.8 21.8 60.6 71.0 N/A N/A 22.6 17.4 11.4
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
DAX LargeMid Cap 10% Capped N/A N/A 17.9 14.8 16.9 N/A N/A 1.1 0.9 0.5
DAX LargeMid Cap 10% Capped N/A N/A 17.9 14.8 16.9 N/A N/A 1.1 0.9 0.5
Index to benchmark Correlation Tracking error (%)
DAX LargeMid Cap 10% Capped N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index to benchmark Beta Annualized information ratio
DAX LargeMid Cap 10% Capped N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(EUR, Gross Return), all data as of November 28, 2025

BLUE CHIP INDICES

DAX LargeMid Cap 10% Capped

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
DAX LargeMid Cap 10% Capped 22.2 17.0 18.2 16.8 2.0 3.2 1.0 25.5
DAX LargeMid Cap 10% Capped 22.2 17.0 18.2 16.8 2.0 3.2 1.0 25.5

Performance and annual returns

Methodology

For the DAX LargeMid Cap 10% Capped, the same index calculation and index selection rules as for DAX LargeMid Cap apply.

The detailed DAX LargeMid Cap 10% Capped index methodology can be found in the DAX Equity Index Methodology Guide.

The detailed index calculation formula can be found in the DAX Equity Index Calculation Guide.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR DE000A4ALUM0 DAXLMK10 DAXLMK10 INDEX .DAXLMK10
Gross Return EUR DE000A4ALUK4 DAXLM10 DAXLM10 INDEX .DAXLM10
Net Return EUR DE000A4ALUL2 DAXLMN10 DAXLMN10 INDEX .DAXLMN10

Quick Facts

Weighting Free Float market capitalisation with capping factor
Cap Factor 0.1
No. of components Variable
Review frequency Quarterly
Calculation/distribution 09:00:00 18:00:00
Calculation hours 09:00:00 18:00:00
Base value/base date 1000 as of March. 15, 2024
History Available from March. 15, 2024
Inception date May. 12, 2025
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
SIEMENS Industrials Germany 9.681%
SAP Information Technology Germany 9.449%
ALLIANZ Finance, Insurance and Real Estate Germany 8.107%
AIRBUS Industrials Germany 6.790%
DEUTSCHE TELEKOM Telecomunication Germany 5.508%
SIEMENS ENERGY Industrials Germany 4.625%
MUENCHENER RUECK Finance, Insurance and Real Estate Germany 4.007%
RHEINMETALL Industrials Germany 3.840%
DEUTSCHE BANK Finance, Insurance and Real Estate Germany 3.363%
INFINEON TECHNOLOGIES Information Technology Germany 2.675%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of November 28, 2025

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.