IOPP - ETF AI Analysis
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Simplify Tara India Opportunities ETF (IOPP)
Rating:56Neutral
Price Target:―
Positive Factors
Strong Recent Quarterly Performance
The ETF has shown solid gains over the last three months, indicating improving short-term momentum despite a weaker year-to-date result.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as Avenue Supermarts, Apollo Hospitals, JB Chemicals, Craftsman Automation, Titan, and Marico, have delivered strong gains, helping support the fund’s overall performance.
Sector Diversification Within India
Holdings spread across consumer, financial, health care, industrials, communication services, and materials reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which means more of the returns are used to cover fees instead of going to investors.
Concentrated Country Exposure
With almost all assets invested in India, the ETF is heavily exposed to the economic and political risks of a single country.
Mixed Top Holding Performance
Some key holdings like Zomato and Indian Hotels have shown weak or slightly negative performance, which can drag on the fund’s overall results.
IOPP vs. SPDR S&P 500 ETF (SPY)
AUM7.17M
RegionAsia-Pacific
Expense Ratio0.73%
Beta0.53
IssuerSimplify
Inception DateMar 04, 2024
Dividend Yield0.38%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,225
30 Day Avg. Volume1,089
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
28.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IOPP Summary
The Simplify Tara India Opportunities ETF (IOPP) is a fund that focuses on companies based in India, aiming to benefit from the country’s long-term economic growth. It does not track a traditional index, but instead follows a broad India growth theme, investing in areas like consumer goods, finance, health care, and industry. Well-known holdings include ICICI Bank and Titan Company. Someone might invest in this ETF to gain diversified exposure to India’s fast-growing economy in a single investment. A key risk is that it is heavily tied to the Indian market, so its value can rise or fall sharply with India’s economy and stock market.
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
IOPP is leaning hard into India’s consumer story, with names like Avenue Supermarts, Titan, and Indian Hotels doing much of the heavy lifting as they’ve been steadily rising in recent months. Financials add another engine, led by ICICI Bank, which has been climbing and helping smooth out bumps elsewhere. On the flip side, Zomato looks a bit like it’s losing steam this year, and Bajaj Auto has been more mixed, occasionally dragging on returns. Overall, this is a India-focused, consumer-heavy bet rather than a broad global play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Zomato Ltd. | 6.32% | $456.54K | ₹2.55T | 3.61% | ― | |
| ICICI Bank Limited | 5.27% | $381.05K | ₹9.66T | -4.79% | 71 Outperform | |
| Indian Hotels Co. Ltd. | 5.26% | $379.79K | ₹1.03T | -3.60% | 66 Neutral | |
| Avenue Supermarts Ltd. | 4.94% | $356.58K | ₹2.79T | -0.11% | 58 Neutral | |
| JB Chemicals & Pharmaceuticals Ltd. | 4.83% | $349.06K | ₹351.51B | 21.81% | 66 Neutral | |
| Apollo Hospitals Enterprise Limited | 4.74% | $342.58K | ₹1.22T | 20.94% | 66 Neutral | |
| Titan Company Limited | 4.69% | $338.97K | ₹3.93T | 24.66% | 69 Neutral | |
| Marico Limited | 4.68% | $338.16K | ₹1.06T | 17.10% | 69 Neutral | |
| Bajaj Auto Limited | 4.58% | $330.97K | ₹2.81T | 21.49% | 64 Neutral | |
| Craftsman Automation Ltd. | 4.49% | $324.67K | ₹235.06B | 80.92% | 59 Neutral |
IOPP Technical Analysis
Positive
―
Price Trends
25.19
Positive
25.11
Positive
26.01
Positive
Market Momentum
0.29
Negative
63.43
Neutral
79.94
Neutral
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 25.55, equal to the 50-day MA of 25.19, and equal to the 200-day MA of 26.01, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 63.43 is Neutral, neither overbought nor oversold. The STOCH value of 79.94 is Neutral, 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
26.20
-1.42
-5.14%
FITZ
Fitz-Gerald Must Have Portfolio ETF
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―
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NXTE
AXS Green Alpha ETF
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DARP
Grizzle Growth Etf
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GK
AdvisorShares Gerber Kawasaki ETF
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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.
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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