INDH - ETF AI Analysis

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WisdomTree India Hedged Equity Fund (INDH)

Rating:68Neutral

Price Target:―

The WisdomTree India Hedged Equity Fund (INDH) has a solid overall rating, reflecting its strong holdings in key Indian companies. Reliance Industries and HDFC Bank are standout contributors, with Reliance benefiting from strong financial performance and bullish technical indicators, and HDFC Bank excelling due to robust loan growth and asset quality. However, the fund's rating is slightly tempered by holdings like Mahindra & Mahindra, which faces challenges in cash flow management, and the absence of data for Kotak Bank, which limits its contribution. A potential risk is the fund's concentration in the Indian market, which may expose it to regional economic fluctuations.

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)

AUM6.39M

RegionAsia-Pacific

Expense Ratio0.64%

Beta0.45

IssuerWisdomTree

Inception DateMay 09, 2024

Dividend Yield5.23%

Asset ClassEquity

Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,433

30 Day Avg. Volume1,193

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

47.37

Price 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 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, which have shown mixed performance recently, with steady long-term growth but short-term dips holding back momentum. Reliance Industries is a bright spot, rising steadily and driving energy sector strength, while Infosys and Tata Consultancy Services are struggling to find their footing in the tech space, with lagging year-to-date performance. The fund’s focus on India’s large-cap leaders creates a concentrated bet on financials and energy, offering a snapshot of the country’s economic backbone.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
RELIANCE	Reliance Industries Limited	9.61%	$634.14K	₹21.32T	28.39%	74 Outperform
HDFCBANK	HDFC Bank Limited	8.87%	$585.29K	₹15.19T	10.86%	79 Outperform
ICICIBANK	ICICI Bank Limited	6.38%	$420.93K	₹9.78T	5.04%	71 Outperform
INFY	Infosys Limited	5.39%	$355.70K	₹6.85T	-12.63%	76 Outperform
BHARTIARTL	Bharti Airtel Limited	4.82%	$317.92K	₹12.24T	33.98%	73 Outperform
M&M	Mahindra & Mahindra Ltd.	3.30%	$217.95K	₹4.49T	23.69%	68 Neutral
TCS	Tata Consultancy Services Limited	3.05%	$200.96K	₹12.03T	-20.81%	80 Outperform
AXISBANK	Axis Bank Limited	2.57%	$169.69K	₹3.83T	13.47%	76 Outperform
LT	Larsen & Toubro Limited	2.45%	$161.69K	₹5.60T	11.44%	78 Outperform
KOTAKBANK.IL	Kotak Mahindra Bank Limited	2.14%	$141.34K	₹4.28T	23.58%	―

INDH Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

42.00

Positive

100DMA

41.33

Positive

200DMA

40.74

Positive

Market Momentum

MACD

0.10

Negative

RSI

58.80

Neutral

STOCH

57.25

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 42.23, equal to the 50-day MA of 42.00, and equal to the 200-day MA of 40.74, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 58.80 is Neutral, neither overbought nor oversold. The STOCH value of 57.25 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
INDH	―	―	$6.39M	0.64%	―
INDY	―	―	$643.57M	0.65%	―
PIN	―	―	$197.69M	0.78%	―
NFTY	―	―	$177.84M	0.80%	―
NDIA	―	―	$52.31M	0.76%	―
INDE	―	―	$9.73M	0.79%	―

Performance Comparison

INDH

WisdomTree India Hedged Equity Fund

42.54

2.58

6.46%

INDY

iShares India 50 ETF

―

Invesco India ETF

―

NFTY

First Trust India NIFTY 50 Equal Weight ETF

―

NDIA

Global X India Active ETF

―

INDE

Matthews India Active 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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