INCO - ETF AI Analysis
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Columbia India Consumer ETF (INCO)
Rating:62Neutral
Price Target:―
Positive Factors
Focused Exposure to India’s Consumer Market
The fund is heavily invested in Indian consumer companies, giving investors targeted access to a growing part of India’s economy.
Blend of Cyclical and Defensive Consumer Stocks
Holdings are spread across both consumer cyclical and consumer defensive sectors, which can help balance growth potential with some stability.
Recent Short-Term Rebound
The ETF has shown a strong gain over the past month, suggesting some recovery in sentiment after recent weakness.
Negative Factors
High Expense Ratio
The fund’s relatively high annual fee means more of the returns are eaten up by costs compared with many other ETFs.
Weak Year-to-Date Performance
The ETF has delivered negative returns so far this year, reflecting recent challenges in its underlying holdings.
Concentration in India and Consumer Sectors
With almost all assets in Indian consumer stocks and a large share in a handful of companies, investors face higher risk if this country or sector falls out of favor.
INCO vs. SPDR S&P 500 ETF (SPY)
AUM232.47M
RegionAsia-Pacific
Expense Ratio0.75%
Beta0.48
IssuerColumbia
Inception DateAug 10, 2011
Dividend YieldN/A
Asset ClassEquity
Index TrackedINDXX India Consumer Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,621
30 Day Avg. Volume57,327
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
68.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INCO Summary
The Columbia India Consumer ETF (INCO) tracks the INDXX India Consumer Index and focuses on companies that benefit from growing consumer spending in India. It mainly holds Indian consumer and retail businesses serving the country’s rising middle class, including well-known names like Hindustan Unilever and Nestle India. Investors might consider INCO if they want growth potential from India’s expanding economy and a simple way to spread money across many consumer-focused companies. However, this ETF is concentrated in one country and one sector, so its price can rise or fall sharply with changes in India’s consumer market.
How much will it cost me?The Columbia India Consumer ETF (INCO) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on India's consumer sector, which requires more research and management compared to passively managed ETFs.
What would affect this ETF?The Columbia India Consumer ETF (INCO) could benefit from India's growing middle class, rising incomes, and increasing urbanization, which are driving consumer spending and demand for goods and services. However, potential risks include regulatory changes in India, inflation affecting consumer purchasing power, and global economic uncertainties that could impact investor sentiment toward emerging markets.
INCO Top 10 Holdings
INCO is a pure play on India’s consumer story, with the spotlight on household names and everyday spending. Titan and Nestle India have been rising steadily, helping pull the fund higher as demand for branded goods and jewelry stays strong. Zomato has also perked up recently, adding some growth flair from India’s digital dining boom. On the flip side, ITC and auto giant Maruti Suzuki have been losing steam this year, acting as mild brakes. With all holdings in India and heavily tilted to consumer stocks, this ETF is a focused bet on the country’s growing middle class.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Zomato Ltd. | 5.40% | $12.92M | ₹2.48T | 12.48% | ― | |
| Nestle India Ltd. | 5.29% | $12.66M | ₹2.74T | 17.82% | 68 Neutral | |
| Hindustan Unilever Limited | 5.13% | $12.27M | ₹5.47T | 0.35% | 67 Neutral | |
| Titan Company Limited | 5.07% | $12.13M | ₹3.91T | 31.86% | 69 Neutral | |
| ITC Limited | 4.75% | $11.38M | ₹3.78T | -29.13% | 79 Outperform | |
| Bajaj Auto Limited | 4.70% | $11.23M | ₹2.68T | 19.34% | 64 Neutral | |
| Eicher Motors Limited | 4.49% | $10.74M | ₹1.95T | 27.48% | 76 Outperform | |
| Maruti Suzuki India Limited | 4.49% | $10.73M | ₹4.10T | 11.60% | 76 Outperform | |
| Mahindra & Mahindra Ltd. | 4.41% | $10.55M | ₹3.78T | 5.89% | 68 Neutral | |
| Trent Limited | 4.35% | $10.41M | ₹1.53T | -18.17% | 57 Neutral |
INCO Technical Analysis
Neutral
―
Price Trends
58.70
Positive
61.13
Negative
63.17
Negative
Market Momentum
0.36
Positive
51.27
Neutral
12.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INCO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 59.08, equal to the 50-day MA of 58.70, and equal to the 200-day MA of 63.17, indicating a neutral trend. The MACD of 0.36 indicates Positive momentum. The RSI at 51.27 is Neutral, neither overbought nor oversold. The STOCH value of 12.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INCO.
INCO Peer Comparison
Comparison Results
Performance Comparison
INCO
Columbia India Consumer ETF
59.02
-5.77
-8.91%
KWEB
Kraneshares Csi China Internet Etf
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―
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CHIQ
Global X MSCI China Consumer Discretionary ETF
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KTEC
KraneShares Hang Seng TECH Index ETF
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―
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DGIN
VanEck Digital India ETF
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―
―
IOPP
Simplify Tara India Opportunities ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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