INDH - ETF AI Analysis

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WisdomTree India Hedged Equity Fund (INDH)

Rating:69Neutral

Price Target:―

INDH, the WisdomTree India Hedged Equity Fund, has a solid overall rating, mainly because it holds high-quality Indian leaders like HDFC Bank and Tata Consultancy Services, which show strong financial performance and healthy growth. Other major positions such as Reliance Industries and Infosys also support the fund with robust fundamentals, though some face risks from high valuations or overbought signals that may limit near-term upside. The main risk is that the fund is heavily concentrated in a relatively small group of large Indian companies, so any weakness in these key names or in the Indian market overall could weigh on performance.

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)

AUM5.91M

RegionAsia-Pacific

Expense Ratio0.64%

Beta0.49

IssuerWisdomTree

Inception DateMay 09, 2024

Dividend Yield5.53%

Asset ClassEquity

Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume588

30 Day Avg. Volume1,440

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

47.11

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 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 firmly hitched to India’s big banks and industrial champions, with ICICI Bank and Axis Bank doing much of the heavy lifting as their shares keep rising and add welcome momentum. Larsen & Toubro is also pulling its weight, helped by steady gains tied to infrastructure strength. On the flip side, Reliance Industries is losing steam, and tech bellwethers Infosys and TCS have been lagging, acting as a brake on returns. The fund is all-in on India, giving investors a concentrated bet on the country’s large-cap growth story without currency noise.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
RELIANCE	Reliance Industries Limited	9.56%	$579.33K	₹19.80T	2.22%	74 Outperform
HDFCBANK	HDFC Bank Limited	7.35%	$445.28K	₹11.98T	-19.64%	79 Outperform
ICICIBANK	ICICI Bank Limited	6.35%	$384.62K	₹9.11T	-11.04%	71 Outperform
BHARTIARTL	Bharti Airtel Limited	4.38%	$265.28K	₹11.13T	-2.07%	73 Outperform
INFY	Infosys Limited	4.02%	$243.63K	₹4.74T	-22.50%	76 Outperform
M&M	Mahindra & Mahindra Ltd.	3.03%	$183.54K	₹3.86T	2.79%	68 Neutral
AXISBANK	Axis Bank Limited	2.82%	$170.99K	₹3.96T	8.66%	76 Outperform
LT	Larsen & Toubro Limited	2.54%	$154.05K	₹5.64T	23.19%	78 Outperform
TCS	Tata Consultancy Services Limited	2.38%	$144.36K	₹8.79T	-29.65%	80 Outperform
HINDUNILVR	Hindustan Unilever Limited	2.07%	$125.24K	₹5.43T	-1.68%	67 Neutral

INDH Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

39.41

Positive

100DMA

40.61

Negative

200DMA

40.91

Negative

Market Momentum

MACD

0.17

Negative

RSI

57.56

Neutral

STOCH

63.08

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 39.90, equal to the 50-day MA of 39.41, and equal to the 200-day MA of 40.91, indicating a neutral trend. The MACD of 0.17 indicates Negative momentum. The RSI at 57.56 is Neutral, neither overbought nor oversold. The STOCH value of 63.08 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	―	―	$5.91M	0.64%	69 Neutral
INDY	―	―	$584.67M	0.65%	68 Neutral
NDIA	―	―	$55.44M	0.75%	61 Neutral
INDE	―	―	$12.96M	0.79%	61 Neutral
IND	―	―	$4.48M	0.19%	64 Neutral
INDZ	―	―	$2.17M	0.75%	67 Neutral

Performance Comparison

INDH

WisdomTree India Hedged Equity Fund

40.24

1.07

2.73%

INDY

iShares India 50 ETF

―

NDIA

Global X India Active ETF

―

INDE

Matthews India Active ETF

―

IND

Xtrackers Nifty 500 India 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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