INDEMatthews India Active ETF
Seeks long-term capital appreciation.
By Matthews Asia Funds · Launched 2023
Annual Cost
0.79%
#4,370 of 6,040 · expensive
Fund Size
$18M
#4,618 of 6,040 · small
Return (1Y)
-1.6%
Track Record
2 years
#3,114 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,791-2.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 43.9% of fundmoderately concentrated
HDFC Bank Ltd.
6.9%
Eternal Ltd.
6.6%
ICICI Bank Ltd.
5.3%
Thangamayil Jewellery Ltd.
5.0%
Reliance Industries Ltd.
3.7%
State Bank of India
3.6%
Bajaj Finance Ltd.
3.4%
Shriram Finance Ltd.
3.4%
Bharti Airtel Ltd.
3.3%
Axis Bank Ltd.
2.7%
Asset allocation
Stocks
99.1%
Cash
0.9%
By sector
Financial Services
32.6%
Consumer Cyclical
24.7%
Healthcare
9.4%
Technology
9.4%
Industrials
9.1%
Consumer Defensive
6.6%
Communication
2.9%
Basic Materials
2.8%
Other
2.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.7%Moderate
Year-on-year price swings
Max drawdown
-22.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in common stocks, preferred stocks, and convertible securities of companies located in India, focusing on sustainable growth and smaller companies across various sectors. The Fund may also invest in debt securities and depositary receipts.
- Inception date
- September 21, 2023
- Fund family
- Matthews Asia Funds
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Data updated on 2026-09-18