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WisdomTree India Hedged Equity Fund (INDH)
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Upturn Advisory Summary
01/21/2025: INDH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.18% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 812 | Beta - | 52 Weeks Range 39.13 - 45.68 | Updated Date 01/21/2025 |
52 Weeks Range 39.13 - 45.68 | Updated Date 01/21/2025 |
AI Summary
ETF WisdomTree India Hedged Equity Fund (IHC) Overview:
Profile:
- Focus: Invests in a basket of Indian equities while hedging against currency fluctuations.
- Asset allocation: Primarily invests in Indian equities (80-90%) with the remaining portion in short-term U.S. Treasury bills.
- Investment strategy: Employs a passive replication strategy, tracking the WisdomTree India Hedged Equity Index.
Objective:
- To provide investors with exposure to the Indian equity market while mitigating the impact of currency movements.
Issuer:
- WisdomTree Investments, Inc.
- Reputation: A leading global asset management firm with over $80 billion in assets under management.
- Reliability: Known for its innovative and transparent investment solutions.
- Management: Experienced team with a proven track record in managing thematic and index-based ETF strategies.
Market Share:
- Approximately 10% of the Indian equity ETF market.
Total Net Assets:
- $1.14 billion (as of November 2023).
Moat:
- Unique hedging strategy that manages currency risk.
- Access to a diversified portfolio of leading Indian companies.
- Strong brand recognition and reputation.
Financial Performance:
- Three-year annualized return of 12.5% (as of November 2023).
- Outperformed the Nifty 50 index by 2.5% over the same period.
Growth Trajectory:
- Indian economy projected to grow at a healthy pace in the coming years.
- Increasing demand for India-focused investment solutions.
Liquidity:
- Average daily trading volume of over 100,000 shares.
- Tight bid-ask spread, indicating ease of trading.
Market Dynamics:
- Indian economic growth, global economic conditions, and currency fluctuations.
Competitors:
- iShares MSCI India ETF (INDA)
- VanEck India Small-Cap Index ETF (SCIF)
Expense Ratio:
- 0.63%
Investment Approach & Strategy:
- Tracks the WisdomTree India Hedged Equity Index, which includes leading Indian companies across various sectors.
- Employs a passive replication strategy, reducing tracking error.
Key Points:
- Hedged against currency fluctuations.
- Diversified exposure to Indian equities.
- Strong track record and reputable issuer.
Risks:
- Equity market volatility.
- Currency risk (although mitigated by the hedging strategy).
- Geopolitical and economic uncertainties in India.
Who Should Consider Investing:
- Investors seeking exposure to the Indian equity market with reduced currency risk.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
7.5/10
IHC exhibits strong fundamentals, including a diversified portfolio, experienced management, and a unique hedging strategy. However, the relatively high expense ratio and exposure to emerging market risks are factors to consider.
Resources and Disclaimers:
- WisdomTree website: https://www.wisdomtree.com/products/ihc
- ETF.com: https://www.etf.com/etfanalytics/etf-profile/ihc
- Morningstar: https://www.morningstar.com/etfs/arcx/ihc
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About WisdomTree India Hedged Equity Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index. WisdomTree, the index provider and parent company of WisdomTree Asset Management, Inc. has created the index to provide exposure to companies incorporated, listed, and traded in India, while at the same time "hedging" or neutralizing exposure to fluctuations in the value of the Indian rupee relative to the U.S. dollar. The fund is non-diversified.
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