INDH - ETF AI Analysis
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WisdomTree India Hedged Equity Fund (INDH)
Rating:67Neutral
Price Target:―
Positive Factors
Exposure to Major Indian Companies
The fund holds many of India’s largest and most established companies, giving investors access to key players in that market.
Broad Company Spread Within India
The top holdings are spread across several different businesses, which helps reduce the impact if any single company struggles.
Some Resilient Top Holdings
A few of the largest positions, such as ICICI Bank and Sun Pharmaceutical, have shown relatively strong performance compared with other holdings in the fund.
Negative Factors
Recent Weak Performance
The ETF has delivered negative returns over the past year-to-date and recent months, which may concern investors looking for near-term gains.
High Concentration in India
Almost all of the fund’s assets are invested in Indian companies, so its performance is heavily tied to the health of India’s stock market and economy.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
INDH vs. SPDR S&P 500 ETF (SPY)
AUM5.83M
RegionAsia-Pacific
Expense Ratio0.64%
Beta0.46
IssuerWisdomTree
Inception DateMay 09, 2024
Dividend Yield5.73%
Asset ClassEquity
Index TrackedWisdomTree India Hedged Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume460
30 Day Avg. Volume601
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
44.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INDH Summary
INDH is an exchange-traded fund that follows the WisdomTree India Hedged Equity Index, giving you broad exposure to large, well-established companies in India 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 ICICI Bank, and covers many parts of India’s economy, which can help with international diversification and potential growth from a fast-growing market. A key risk is that the fund is heavily tied to the Indian stock market, so its value can rise or fall sharply with economic and market changes in India.
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 essentially a bet on India’s corporate heavyweights, with banks and tech names steering the ship. ICICI Bank has been a bright spot, rising steadily and helping offset weakness in giants like Reliance Industries and HDFC Bank, which have been losing steam this year. Infosys and TCS, once market darlings, have seen more mixed, lagging action lately, while Sun Pharma has quietly emerged as a strong, rising contributor. With all holdings rooted in India and spread across finance, telecom, IT, and industrials, the fund is India-focused but not overly tied to any single stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Reliance Industries Limited | 8.44% | $498.28K | ₹17.30T | -8.18% | 74 Outperform | |
| ICICI Bank Limited | 7.24% | $427.03K | ₹10.28T | -2.94% | 71 Outperform | |
| HDFC Bank Limited | 7.08% | $417.87K | ₹11.44T | -25.91% | 79 Outperform | |
| Bharti Airtel Limited | 4.60% | $271.38K | ₹11.84T | -1.99% | 73 Outperform | |
| Infosys Limited | 3.62% | $213.72K | ₹4.22T | -31.32% | 76 Outperform | |
| Mahindra & Mahindra Ltd. | 3.12% | $183.92K | ₹3.93T | -2.63% | 68 Neutral | |
| Axis Bank Limited | 2.79% | $164.93K | ₹3.82T | 12.99% | 76 Outperform | |
| Larsen & Toubro Limited | 2.49% | $146.65K | ₹5.21T | 9.93% | 78 Outperform | |
| Tata Consultancy Services Limited | 2.21% | $130.49K | ₹8.15T | -28.09% | 80 Outperform | |
| Sun Pharmaceutical Industries Limited | 2.09% | $123.44K | ₹4.66T | 14.27% | 73 Outperform |
INDH Technical Analysis
Negative
―
Price Trends
39.09
Negative
39.18
Negative
40.49
Negative
Market Momentum
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 39.16, equal to the 50-day MA of 39.09, and equal to the 200-day MA of 40.49, indicating a bearish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
38.79
-1.78
-4.39%
NDIA
Global X India Active ETF
―
―
―
INDE
Matthews India Active ETF
―
―
―
IND
Xtrackers Nifty 500 India ETF
―
―
―
INDZ
VanEck India Select ETF
―
―
―
INDQ
Pacer ActiveAlpha India Quality 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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