EPIWisdomTree India Earnings Fund

Grow my money18y track recordRanked #742 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree India Earnings Index.

By WisdomTree · Launched 2008

Annual Cost

0.84%

#4,247 of 5,562 · expensive

Fund Size

$2.2B

#716 of 5,562 · large

Return (1Y)Goal

-6.4%

Track Record

18 years

#581 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$9,116-8.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Index tracking

Index tracked

WisdomTree India Earnings Index

What it actually holds

By weight

Concentration

Top 10 holdings = 37.1% of fund✓ well diversified

Reliance Industries Ltd

7.9%

HDFC Bank Ltd

6.2%

ICICI Bank Ltd

5.2%

Infosys Ltd

4.0%

State Bank of India

2.8%

Oil & Natural Gas Corp Ltd

2.6%

Coal India Ltd

2.4%

Hindalco Industries Ltd

2.2%

NTPC Ltd

2.0%

Tata Consultancy Services Ltd

1.9%

Asset allocation

Stocks

100.0%

By sector

Financial Services

23.2%

Energy

16.4%

Basic Materials

14.2%

Industrials

9.9%

Utilities

8.3%

Technology

8.3%

Consumer Cyclical

7.5%

Healthcare

5.8%

Other

6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.1%Moderate

Year-on-year price swings

Max drawdown

-50.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.35Below average

Sortino (3Y)

0.48Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree India Earnings Index.
Strategy: Employs a passive management approach designed to track the WisdomTree India Earnings Index using representative sampling of securities. The Index is modified capitalization-weighted and includes profitable companies incorporated in India.
Inception date: February 22, 2008
Fund family: WisdomTree