EPIWisdomTree India Earnings Fund
Tracks the price and yield performance of the WisdomTree India Earnings Index.
By WisdomTree · Launched 2008
Annual Cost
0.84%
#4,582 of 6,040 · expensive
Fund Size
$2.0B
#785 of 6,040 · large
Return (1Y)
-8.6%
Track Record
18 years
#578 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$8,438-15.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Asia pacificCap
Multi cap
Strategy
Index tracking
Index tracked
WisdomTree India Earnings Index
Holdings
By weightConcentration
Top 10 holdings = 38.0% of funddiversified
Reliance Industries Ltd.
7.5%
ICICI Bank Ltd.
5.2%
HDFC Bank Ltd.
5.1%
Infosys Ltd.
3.4%
Oil & Natural Gas Corp Ltd.
3.4%
State Bank of India
3.1%
Coal India Ltd.
3.1%
NTPC Ltd.
2.5%
Hindalco Industries Ltd.
2.4%
Power Grid Corporation of India Ltd.
2.3%
Asset allocation
Other
75.8%
Stocks
24.0%
Cash
0.2%
By sector
Financial Services
17.2%
Basic Materials
16.3%
Industrials
12.4%
Energy
11.6%
Consumer Cyclical
10.2%
Technology
9.4%
Utilities
7.8%
Healthcare
7.1%
Other
7.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.3%Moderate
Year-on-year price swings
Max drawdown
-50.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.08Below average
Sortino (3Y)
0.10Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree India Earnings Index.
- Strategy
- Employs a passive management approach to track the WisdomTree India Earnings Index, investing in companies incorporated and traded in India with a market capitalization of at least $200 million. The Fund has significant exposure to the Financials and Energy Sectors, aiming to replicate the Index's sector and industry exposure.
- Inception date
- February 22, 2008
- Fund family
- WisdomTree
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Data updated on 2026-09-18