INDH - ETF AI Analysis
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WisdomTree India Hedged Equity Fund (INDH)
Rating:68Neutral
Price Target:―
Positive Factors
Focused India Exposure
The fund invests entirely in Indian companies, giving investors targeted access to India’s equity market.
Broad Sector Diversification Within India
Holdings are spread across many sectors such as financials, energy, consumer, technology, and industrials, which helps reduce the impact of weakness in any single industry.
Mix of Major Blue-Chip Companies
The ETF’s top positions include several large, well-known Indian companies that are central to the country’s stock market.
Negative Factors
Weak Recent Performance
The fund’s returns over the year to date and recent three-month period have been negative, reflecting recent struggles in its portfolio.
Underperforming Top Holdings
Several of the largest positions, including major financial and technology names, have shown weak performance so far this year, which has weighed on the fund.
High Expense Ratio
The ETF charges a relatively high fee, which can eat into investor returns over time compared with lower-cost funds.
INDH vs. SPDR S&P 500 ETF (SPY)
AUM5.82M
RegionAsia-Pacific
Expense Ratio0.64%
Beta0.48
IssuerWisdomTree
Inception DateMay 09, 2024
Dividend Yield5.64%
Asset ClassEquity
Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume358
30 Day Avg. Volume635
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
45.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INDH Summary
The WisdomTree India Hedged Equity Fund (INDH) is an ETF that tracks the WisdomTree India Hedged Equity Index, giving you broad exposure to large, well-known Indian companies while trying to reduce the impact of currency swings between the Indian rupee and the U.S. dollar. It holds major names like Reliance Industries and HDFC Bank, and spreads investments across financials, energy, technology, and more. Someone might invest in INDH to tap into India’s long-term growth and diversify beyond the U.S. market. A key risk is that Indian stocks can be volatile, so the fund’s value can rise and fall significantly over time.
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
INDH is leaning heavily on India’s big banks, with ICICI Bank and Axis Bank doing much of the heavy lifting as their shares have been climbing steadily, while HDFC Bank is still trying to shake off a weaker stretch. Reliance Industries, a major energy and conglomerate heavyweight, has been losing steam, acting as a bit of a brake on the fund. Tech giants Infosys and TCS are also lagging, so the fund’s India-only, financials-and-energy tilt means its fortunes are tied more to lenders and industrial champions than to the country’s once-hot IT stars.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Reliance Industries Limited | 8.73% | $518.16K | ₹17.72T | -8.91% | 74 Outperform | |
| HDFC Bank Limited | 7.73% | $459.09K | ₹12.01T | -19.28% | 79 Outperform | |
| ICICI Bank Limited | 7.12% | $422.42K | ₹9.66T | -4.79% | 71 Outperform | |
| Bharti Airtel Limited | 4.53% | $268.88K | ₹11.62T | -0.99% | 73 Outperform | |
| Infosys Limited | 3.66% | $217.43K | ₹4.27T | -32.77% | 76 Outperform | |
| Axis Bank Limited | 3.14% | $186.25K | ₹4.22T | 11.90% | 76 Outperform | |
| Mahindra & Mahindra Ltd. | 3.10% | $183.81K | ₹3.82T | -2.08% | 68 Neutral | |
| Larsen & Toubro Limited | 2.78% | $164.83K | ₹5.79T | 17.23% | 78 Outperform | |
| Kotak Mahindra Bank Limited | 2.11% | $125.40K | ₹3.97T | -7.96% | ― | |
| Tata Consultancy Services Limited | 2.11% | $125.29K | ₹7.69T | -37.31% | 80 Outperform |
INDH Technical Analysis
Positive
―
Price Trends
39.27
Positive
39.55
Negative
40.61
Negative
Market Momentum
0.04
Negative
55.25
Neutral
29.11
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 38.98, equal to the 50-day MA of 39.27, and equal to the 200-day MA of 40.61, indicating a neutral trend. The MACD of 0.04 indicates Negative momentum. The RSI at 55.25 is Neutral, neither overbought nor oversold. The STOCH value of 29.11 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
39.46
-2.25
-5.39%
NDIA
Global X India Active ETF
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―
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INDE
Matthews India Active ETF
―
―
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IND
Xtrackers Nifty 500 India ETF
―
―
―
INDZ
VanEck India Select ETF
―
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―
INDQ
Pacer ActiveAlpha India Quality 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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