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IOPP - ETF AI Analysis
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Simplify Tara India Opportunities ETF (IOPP)
Rating:54Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Bharti Airtel and Britannia Industries, have delivered strong year-to-date performance, supporting the fund's overall returns.
Focused Geographic Exposure
The ETF's heavy focus on India provides investors access to a high-growth emerging market economy.
Broad Sector Diversification
The fund is spread across multiple sectors, including consumer cyclical, defensive, and financials, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
With over 92% of its exposure in India, the ETF is highly sensitive to risks specific to the Indian market.
Relatively High Expense Ratio
The fund's expense ratio is higher than many ETFs, which could eat into long-term returns for investors.
Underperforming Holding
ITC Limited, one of the top holdings, has shown negative year-to-date performance, dragging on the fund's overall gains.
IOPP vs. SPDR S&P 500 ETF (SPY)
AUM8.77M
RegionAsia-Pacific
Expense Ratio0.73%
Beta0.44
IssuerSimplify
Inception DateMar 04, 2024
Dividend Yield7.17%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,209
30 Day Avg. Volume2,692
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IOPP Summary
The Simplify Tara India Opportunities ETF (Ticker: IOPP) is an investment fund that focuses on India’s growing economy by investing in key sectors like technology, consumer goods, and financial services. It includes well-known companies such as Zomato and Bharti Airtel, offering exposure to both established and emerging businesses. This ETF is a great option for investors looking to diversify their portfolio and benefit from India’s rapid economic growth. However, new investors should be aware that its performance is closely tied to India’s economy, meaning it could be affected by local market fluctuations or policy changes.
How much will it cost me?The Simplify Tara India Opportunities ETF (IOPP) has an expense ratio of 0.74%, meaning you’ll pay $7.40 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on specific sectors and trends in India’s economy to identify growth opportunities.
What would affect this ETF?The Simplify Tara India Opportunities ETF (IOPP) could benefit from India's strong economic growth, rising consumer demand, and government investments in infrastructure and technology, which align with its sector focus on consumer goods, financial services, and industrials. However, challenges such as regulatory changes, geopolitical tensions, or global economic slowdowns could negatively impact its performance, particularly given its concentrated exposure to India and reliance on specific sectors like consumer cyclical and defensive industries.
IOPP Top 10 Holdings
The Simplify Tara India Opportunities ETF is leaning heavily into India’s consumer and technology sectors, with names like Bharti Airtel and Titan Company driving steady gains thanks to strong financial performance and robust growth trends. However, Zomato and ITC are holding the fund back, with lagging recent performance and valuation concerns weighing on their outlook. The fund’s focus on India’s economic transformation is clear, but its concentration in consumer-focused stocks and cyclical names means it’s riding the wave of India’s growth story while navigating some bumps along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bharti Airtel Limited | 7.20% | $631.86K | ₹11.95T | 35.24% | 73 Outperform | |
| Zomato Ltd. | 6.73% | $591.14K | ₹2.76T | 4.71% | ― | |
| Titan Company Limited | 5.61% | $492.76K | ₹3.49T | 17.06% | 69 Neutral | |
| Marico Limited | 5.46% | $479.04K | ₹961.79B | 16.21% | 69 Neutral | |
| Craftsman Automation Ltd. | 5.27% | $462.83K | ₹167.96B | 35.22% | 59 Neutral | |
| Kotak Mahindra Bank Limited | 5.26% | $461.90K | ₹4.29T | 23.21% | ― | |
| ITC Limited | 4.90% | $430.49K | ₹5.03T | -15.11% | 79 Outperform | |
| Bajaj Auto Limited | 4.90% | $429.97K | ₹2.51T | 4.56% | 64 Neutral | |
| Britannia Industries Ltd | 4.73% | $415.22K | ₹1.47T | 29.33% | 69 Neutral | |
| UNO Minda Limited | 4.57% | $401.55K | ₹731.08B | 26.64% | 66 Neutral |
IOPP Technical Analysis
Positive
―
Price Trends
27.16
Negative
27.30
Negative
26.72
Positive
Market Momentum
-0.10
Negative
55.57
Neutral
95.27
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IOPP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.74, equal to the 50-day MA of 27.16, and equal to the 200-day MA of 26.72, indicating a neutral trend. The MACD of -0.10 indicates Negative momentum. The RSI at 55.57 is Neutral, neither overbought nor oversold. The STOCH value of 95.27 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IOPP.
IOPP Peer Comparison
Comparison Results
Performance Comparison
IOPP
Simplify Tara India Opportunities ETF
27.12
0.06
0.22%
FFND
Future Fund Active ETF
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―
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YNOT
Horizon Digital Frontier ETF
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―
―
NXTE
AXS Green Alpha ETF
―
―
―
JXX
Janus Henderson Transformational Growth ETF
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―
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TMH
Toyota Motor Corporation ADRhedged
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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.
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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