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INDH - ETF AI Analysis
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WisdomTree India Hedged Equity Fund (INDH)
Rating:69Neutral
Price Target:―
Positive Factors
Leading Indian Blue-Chip Holdings
The fund holds many of India’s largest and most established companies, giving investors exposure to key players in the country’s economy.
Sector Diversification Across the Indian Market
Holdings are spread across financials, energy, technology, consumer, and other sectors, which helps reduce the impact if one industry struggles.
Some Resilient Top Stocks
A few of the biggest positions have shown steady or positive performance this year, helping to offset weakness in other holdings.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, signaling recent headwinds for the strategy.
Heavy Concentration in India
With almost all assets invested in Indian companies, the fund is highly sensitive to economic and political developments in India.
High Expense Ratio
The fund’s relatively high annual fee means more of the investment return is eaten up by costs compared with many low-cost ETFs.
INDH vs. SPDR S&P 500 ETF (SPY)
AUM5.72M
RegionAsia-Pacific
Expense Ratio0.64%
Beta0.46
IssuerWisdomTree
Inception DateMay 09, 2024
Dividend Yield5.69%
Asset ClassEquity
Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,122
30 Day Avg. Volume2,179
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
48.87Price 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, leading companies in India while trying to reduce the impact of currency swings between the Indian rupee and the U.S. dollar. It holds well-known names like Reliance Industries and HDFC Bank, and spreads investments across financials, energy, technology, and more. Someone might invest for international diversification and potential growth from India’s fast‑growing economy. A key risk is that Indian stocks can be volatile, so the fund’s value can still go up and down significantly.
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
This India-focused ETF leans heavily on big financials, with ICICI Bank and Axis Bank quietly pulling their weight while HDFC Bank and Kotak Mahindra feel a bit stuck in neutral. Reliance Industries, the fund’s largest holding, has been mixed lately and isn’t giving the portfolio much extra spark. On the flip side, industrial giant Larsen & Toubro is one of the brighter spots, helping offset weakness in tech leaders Infosys and TCS, which have been losing steam. Overall, it’s a concentrated bet on India’s large-cap banks and blue chips, all within a single-country story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Reliance Industries Limited | 9.31% | $541.53K | ₹18.68T | 10.68% | 74 Outperform | |
| HDFC Bank Limited | 8.00% | $465.34K | ₹12.57T | -4.21% | 79 Outperform | |
| ICICI Bank Limited | 6.48% | $376.60K | ₹8.98T | 0.32% | 71 Outperform | |
| Bharti Airtel Limited | 4.51% | $262.31K | ₹10.28T | 10.46% | 73 Outperform | |
| Infosys Limited | 4.38% | $255.03K | ₹5.06T | -20.94% | 76 Outperform | |
| Mahindra & Mahindra Ltd. | 2.94% | $170.91K | ₹3.67T | 11.64% | 68 Neutral | |
| Axis Bank Limited | 2.84% | $165.13K | ₹3.72T | 18.52% | 76 Outperform | |
| Tata Consultancy Services Limited | 2.53% | $147.20K | ₹8.72T | -31.38% | 80 Outperform | |
| Larsen & Toubro Limited | 2.28% | $132.87K | ₹4.73T | 7.92% | 78 Outperform | |
| Sun Pharmaceutical Industries Limited | 2.06% | $119.66K | ₹4.32T | 6.93% | 73 Outperform |
INDH Technical Analysis
Negative
―
Price Trends
41.21
Negative
41.64
Negative
41.27
Negative
Market Momentum
-0.68
Positive
33.32
Neutral
7.65
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INDH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.56, equal to the 50-day MA of 41.21, and equal to the 200-day MA of 41.27, indicating a bearish trend. The MACD of -0.68 indicates Positive momentum. The RSI at 33.32 is Neutral, neither overbought nor oversold. The STOCH value of 7.65 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for INDH.
INDH Peer Comparison
Comparison Results
Performance Comparison
INDH
WisdomTree India Hedged Equity Fund
39.12
1.19
3.14%
INDY
iShares India 50 ETF
―
―
―
NFTY
First Trust India NIFTY 50 Equal Weight ETF
―
―
―
NDIA
Global X India Active ETF
―
―
―
INDE
Matthews India Active ETF
―
―
―
IND
Xtrackers Nifty 500 India 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.
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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