IOPP - ETF AI Analysis
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Simplify Tara India Opportunities ETF (IOPP)
Rating:56Neutral
Price Target:―
Positive Factors
Focused India Exposure
The fund is heavily invested in Indian companies, giving investors targeted access to India’s growth potential.
Consumer-Driven Portfolio
Large weights in consumer cyclical and consumer defensive sectors position the ETF to benefit if Indian consumer spending remains healthy.
Select Strong Recent Performers
A few top holdings, such as Avenue Supermarts and JB Chemicals & Pharmaceuticals, have shown strong recent performance that helps offset weaker names.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Weak Recent Performance
The ETF has delivered negative returns over the past month, three months, and year-to-date, signaling recent performance challenges.
Concentrated Country and Sector Risk
With almost all assets in India and a heavy tilt toward consumer sectors, the fund is vulnerable if the Indian market or consumer-related industries struggle.
IOPP vs. SPDR S&P 500 ETF (SPY)
AUM7.68M
RegionAsia-Pacific
Expense Ratio0.73%
Beta0.46
IssuerSimplify
Inception DateMar 04, 2024
Dividend Yield0.21%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,821
30 Day Avg. Volume2,376
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
28.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IOPP Summary
The Simplify Tara India Opportunities ETF (IOPP) is a fund that invests in a wide range of companies based in India, without tracking a specific index. It focuses on themes tied to India’s growth, including consumer brands, banks, technology, and infrastructure. Well-known holdings include ICICI Bank and Bharti Airtel. Someone might invest in this ETF to gain diversified exposure to India, one of the world’s fastest-growing major economies, through a single investment. A key risk is that it is heavily concentrated in the Indian market, so its value can rise or fall sharply with economic and political changes in India.
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
This India-focused ETF is leaning heavily into consumer names, and that tilt is a mixed blessing right now. Retail giant Avenue Supermarts and JB Chemicals are among the brighter spots, with their shares grinding higher and helping steady the portfolio. But several big positions are losing steam: telecom leader Bharti Airtel, food-delivery player Zomato, and travel play Indian Hotels have all been lagging, while ICICI Bank and Bajaj Auto aren’t offering much relief. With all holdings in India, performance is riding squarely on the country’s consumer and services engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bharti Airtel Limited | 6.88% | $523.38K | ₹10.44T | 6.52% | 73 Outperform | |
| Titan Company Limited | 6.18% | $470.42K | ₹3.76T | 35.46% | 69 Neutral | |
| Zomato Ltd. | 5.97% | $454.08K | ₹2.24T | 7.90% | ― | |
| Avenue Supermarts Ltd. | 5.45% | $415.06K | ₹2.91T | 10.20% | 58 Neutral | |
| ICICI Bank Limited | 5.30% | $403.45K | ₹8.92T | -4.09% | 71 Outperform | |
| Bajaj Auto Limited | 5.27% | $400.63K | ₹2.53T | 20.66% | 64 Neutral | |
| JB Chemicals & Pharmaceuticals Ltd. | 4.85% | $368.81K | ₹314.86B | 28.84% | 66 Neutral | |
| Indian Hotels Co. Ltd. | 4.83% | $367.75K | ₹854.56B | -22.36% | 66 Neutral | |
| Craftsman Automation Ltd. | 4.80% | $365.19K | ₹160.73B | 53.47% | 59 Neutral | |
| Apollo Hospitals Enterprise Limited | 4.66% | $354.27K | ₹1.05T | 8.38% | 66 Neutral |
IOPP Technical Analysis
Negative
―
Price Trends
25.30
Negative
26.06
Negative
26.72
Negative
Market Momentum
-0.57
Negative
44.88
Neutral
61.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IOPP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.88, equal to the 50-day MA of 25.30, and equal to the 200-day MA of 26.72, indicating a bearish trend. The MACD of -0.57 indicates Negative momentum. The RSI at 44.88 is Neutral, neither overbought nor oversold. The STOCH value of 61.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IOPP.
IOPP Peer Comparison
Comparison Results
Performance Comparison
IOPP
Simplify Tara India Opportunities ETF
23.81
-1.16
-4.65%
FFND
Future Fund Active ETF
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YNOT
Horizon Digital Frontier ETF
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NXTE
AXS Green Alpha ETF
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JXX
Janus Henderson Transformational Growth 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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