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INDE - ETF AI Analysis

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INDE

Matthews India Active ETF (INDE)

Rating:61Neutral
Price Target:
INDE, the Matthews India Active ETF, has a solid overall rating driven mainly by strong Indian financial and telecom leaders like HDFC Bank, ICICI Bank, State Bank of India, Reliance Industries, and Bharti Airtel, which all show robust business performance and generally positive technical trends. However, some holdings such as Bajaj Finance and Thangamayil Jewellery face issues like high valuations, leverage, or weaker technical momentum, which can limit upside. The main risk factor is the fund’s heavy tilt toward Indian financials and a few large companies, meaning performance is closely tied to that sector and market.
Positive Factors
Focused India Exposure
The fund is almost entirely invested in India, giving investors targeted access to one of the world’s faster-growing major economies.
Financial Sector Strength
A large share of the portfolio is in Indian financial companies, several of which have shown solid recent performance and can benefit from rising credit demand.
Recent Short-Term Rebound
Despite weak year-to-date results, the ETF has shown a strong gain over the past month, suggesting some recovery in its holdings.
Negative Factors
High Expense Ratio
The fund charges relatively high fees, which can eat into long-term returns compared with lower-cost ETFs.
Concentrated Country Risk
With almost all assets in India, the ETF is highly sensitive to economic, political, and currency developments in a single market.
Mixed Performance Among Top Holdings
Several of the largest positions, including major banks and telecom and energy names, have shown weak year-to-date performance, weighing on overall returns.

INDE vs. SPDR S&P 500 ETF (SPY)

INDE Summary

The Matthews India Active ETF (INDE) is an actively managed fund that invests mainly in Indian companies across the whole market, from banks and tech firms to consumer and healthcare businesses. It doesn’t track a fixed index, but instead picks stocks to try to benefit from India’s fast-growing economy. Well-known holdings include HDFC Bank and Reliance Industries. Someone might invest in INDE to gain diversified exposure to India as an emerging market growth story. A key risk is that it is heavily tied to the Indian market, so its price can rise or fall sharply with economic and political changes there.
How much will it cost me?The Matthews India Active ETF (Ticker: INDE) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Matthews India Active ETF could benefit from India's strong economic growth, rising consumer demand, and advancements in technology, particularly given its exposure to financial and consumer sectors. However, potential risks include regulatory changes, geopolitical tensions, or global economic slowdowns that could impact India's market performance. Additionally, fluctuations in interest rates or inflation could affect key holdings like HDFC Bank and ICICI Bank.

INDE Top 10 Holdings

INDE is leaning heavily into India’s financial engine, with ICICI Bank, State Bank of India, and Shriram Finance doing much of the heavy lifting as their shares keep climbing. Thangamayil Jewellery and Neuland Laboratories add some sparkle from consumer and health care, both showing strong recent momentum. On the flip side, HDFC Bank looks stuck in the mud and Reliance Industries has been losing steam, acting as a brake on returns, while Bharti Airtel has been mixed. With all holdings in India, this is a pure play on the country’s domestic growth story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HDFC Bank Limited6.84%$910.52K₹12.08T-17.69%
79
Outperform
Zomato Ltd.6.61%$880.30K₹2.48T12.48%
ICICI Bank Limited5.23%$695.94K₹9.50T-7.93%
71
Outperform
Thangamayil Jewellery Ltd.5.09%$678.35K₹118.14B88.24%
64
Neutral
State Bank of India3.63%$483.36K₹10.17T35.98%
76
Outperform
Bajaj Finance Limited3.53%$470.01K₹5.74T1.39%
64
Neutral
Reliance Industries Limited3.40%$453.36K₹17.97T-0.19%
74
Outperform
Shriram Finance Limited3.40%$452.90K₹2.38T56.67%
67
Neutral
Neuland Laboratories Ltd.3.25%$432.31K₹184.87B17.38%
67
Neutral
Bharti Airtel Limited3.08%$409.50K₹11.05T-0.08%
73
Outperform

INDE Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
27.33
Negative
100DMA
28.40
Negative
200DMA
29.02
Negative
Market Momentum
MACD
0.17
Negative
RSI
47.66
Neutral
STOCH
6.90
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.26, equal to the 50-day MA of 27.33, and equal to the 200-day MA of 29.02, indicating a bearish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 47.66 is Neutral, neither overbought nor oversold. The STOCH value of 6.90 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for INDE.

INDE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$13.20M0.79%
61
Neutral
$73.21M0.60%
70
Outperform
$55.24M0.75%
61
Neutral
$24.52M0.72%
67
Neutral
$23.86M0.85%
61
Neutral
$2.17M0.75%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
INDE
Matthews India Active ETF
27.15
-1.12
-3.96%
JPY
Lazard Japanese Equity ETF
NDIA
Global X India Active ETF
RAYJ
Rayliant SMDAM Japan Equity ETF
JAPN
Horizon Kinetics Japan Owner Operator ETF
INDZ
VanEck India Select ETF
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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