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INDH - ETF AI Analysis
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WisdomTree India Hedged Equity Fund (INDH)
Rating:67Neutral
Price Target:
$48.00
Positive Factors
Strong Top Holdings
Several key positions, such as Reliance Industries and Bharti Airtel, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Energy, and Consumer Cyclical, reducing reliance on any single industry.
Focused Geographic Exposure
The fund’s exclusive focus on India allows investors to tap into the growth potential of one of the world’s fastest-growing economies.
Negative Factors
Underperforming Holdings
Some major positions, such as Infosys and Tata Consultancy Services, have lagged in performance, which could drag on overall returns.
High Expense Ratio
The ETF’s expense ratio is relatively high compared to many passive funds, which could eat into investor gains over time.
Geographic Concentration Risk
The fund’s 100% exposure to India means it is highly sensitive to economic or political risks specific to that region.
INDH vs. SPDR S&P 500 ETF (SPY)
AUM6.64M
RegionAsia-Pacific
Expense Ratio0.64%
Beta0.45
IssuerWisdomTree
Inception DateMay 09, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,282
30 Day Avg. Volume1,357
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
48.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering79
INDH Summary
The WisdomTree India Hedged Equity Fund (INDH) is an ETF that lets you invest in some of India’s largest and most successful companies while protecting against currency fluctuations between the Indian Rupee and the U.S. Dollar. It focuses on large, established companies across various industries, including financials, energy, and technology. Some of its top holdings include HDFC Bank and Reliance Industries, both major players in India’s economy. This ETF is a great option for investors looking to diversify their portfolio with exposure to one of the fastest-growing economies in the world. However, keep in mind that the fund’s performance is tied to the Indian stock market, which can be volatile at times.
How much will it cost me?The WisdomTree India Hedged Equity Fund (INDH) has an expense ratio of 0.64%, meaning you’ll pay $6.40 per year for every $1,000 invested. This is higher than average because the fund is actively managed and includes a hedging strategy to reduce currency risk, which adds to its costs.
What would affect this ETF?The WisdomTree India Hedged Equity Fund (INDH) could benefit from India's rapid economic growth, driven by industrialization, a growing middle class, and strong performance in sectors like financials and technology. However, challenges such as regulatory changes, global economic uncertainty, or a slowdown in key sectors like energy or consumer cyclical could negatively impact the ETF's performance. Additionally, while the fund mitigates currency risk, broader geopolitical tensions or trade disruptions in the Asia-Pacific region might still pose risks.
INDH Top 10 Holdings
The WisdomTree India Hedged Equity Fund (INDH) is leaning heavily on financial giants like HDFC Bank and ICICI Bank, with HDFC showing steady resilience while ICICI struggles with mixed performance and loan growth challenges. Reliance Industries is rising steadily, buoyed by strong revenue growth, while Infosys and TCS are lagging, weighed down by technical weakness and cautious sentiment in the tech sector. The fund’s concentration in financials and energy highlights its focus on India’s economic backbone, offering exposure to a rapidly growing market but with some uneven footing in tech and banking stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HDFC Bank Limited | 9.11% | $626.52K | ₹15.42T | 14.62% | 79 Outperform | |
| Reliance Industries Limited | 9.00% | $619.26K | ₹20.12T | 11.07% | 73 Outperform | |
| ICICI Bank Limited | 6.52% | $448.11K | ₹9.74T | 2.31% | 74 Outperform | |
| Bharti Airtel Limited | 4.82% | $331.77K | ₹11.91T | 27.71% | 68 Neutral | |
| Infosys Limited | 4.82% | $331.59K | ₹6.23T | -18.39% | 75 Outperform | |
| Mahindra & Mahindra Ltd. | 3.47% | $238.88K | ₹4.45T | 30.37% | 66 Neutral | |
| Axis Bank Limited | 2.73% | $187.53K | ₹3.87T | 5.03% | 76 Outperform | |
| Tata Consultancy Services Limited | 2.69% | $184.97K | ₹11.06T | -25.02% | 78 Outperform | |
| Larsen & Toubro Limited | 2.61% | $179.77K | ₹5.46T | 17.51% | 76 Outperform | |
| Kotak Mahindra Bank Limited | 2.18% | $150.19K | ₹4.30T | 22.76% | ― |
INDH Technical Analysis
Positive
―
Price Trends
43.12
Positive
43.16
Positive
42.15
Positive
Market Momentum
0.36
Negative
61.94
Neutral
58.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.43, equal to the 50-day MA of 43.12, and equal to the 200-day MA of 42.15, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 61.94 is Neutral, neither overbought nor oversold. The STOCH value of 58.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INDH.
INDH Peer Comparison
Comparison Results
Performance Comparison
INDH
WisdomTree India Hedged Equity Fund
44.16
1.54
3.61%
INDY
iShares India 50 ETF
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PIN
Invesco India ETF
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GIND
Goldman Sachs India Equity ETF
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NDIA
Global X India Active ETF
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INDE
Matthews India Active 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.
Disclaimer
This 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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