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INDE - ETF AI Analysis

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INDE

Matthews India Active ETF (INDE)

Rating:60Neutral
Price Target:
INDE, the Matthews India Active ETF, has a solid overall rating, reflecting a portfolio led by strong Indian financial and industrial names. Key holdings like HDFC Bank, ICICI Bank, Reliance Industries, Bharti Airtel, and State Bank of India support the fund’s quality through robust financial performance and generally positive technical trends, though some face high valuations or overbought signals. The main risk is the ETF’s heavy tilt toward Indian financials and a few large companies, which can increase sensitivity to sector-specific issues and short-term volatility.
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

This India-focused ETF leans heavily on financials, and that’s a double-edged sword right now. Big lenders like HDFC Bank, ICICI Bank, and State Bank of India are lagging, acting like a weight on the fund’s short-term results, with Bajaj Finance and Shriram Finance also losing some steam. Offsetting that, health care name Neuland Laboratories is rising nicely, while consumer play Thangamayil Jewellery has been a steady bright spot. With all its bets in India and a tilt toward banks and consumer names, the fund’s fortunes are closely tied to the country’s domestic growth story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HDFC Bank Limited6.57%$851.83K₹11.80T-20.73%
79
Outperform
Zomato Ltd.6.28%$814.13K₹2.33T1.90%
ICICI Bank Limited4.99%$646.74K₹9.07T-12.76%
71
Outperform
Thangamayil Jewellery Ltd.4.59%$595.25K₹118.63B101.04%
64
Neutral
Neuland Laboratories Ltd.3.78%$490.50K₹213.41B49.00%
67
Neutral
Bajaj Finance Limited3.50%$453.94K₹5.71T-0.83%
64
Neutral
Reliance Industries Limited3.44%$445.79K₹18.33T-5.04%
74
Outperform
Bharti Airtel Limited3.22%$417.70K₹11.40T2.14%
73
Outperform
Shriram Finance Limited3.17%$411.06K₹2.21T42.62%
67
Neutral
State Bank of India2.98%$386.57K₹8.76T20.07%
76
Outperform

INDE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
26.88
Positive
100DMA
27.90
Negative
200DMA
28.84
Negative
Market Momentum
MACD
-0.17
Positive
RSI
48.19
Neutral
STOCH
51.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.11, equal to the 50-day MA of 26.88, and equal to the 200-day MA of 28.84, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 48.19 is Neutral, neither overbought nor oversold. The STOCH value of 51.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INDE.

INDE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$12.84M0.79%
60
Neutral
$79.46M0.60%
70
Outperform
$54.11M0.75%
61
Neutral
$25.22M0.72%
67
Neutral
$23.28M0.85%
62
Neutral
$2.89M0.75%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
INDE
Matthews India Active ETF
26.92
-1.87
-6.50%
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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