INDHWisdomTree India Hedged Equity Fund ETF

Grow my money2y track recordRanked #2,620 of 2,960 in this goal

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

By WisdomTree · Launched 2024

Annual Cost

0.64%

#3,222 of 5,562 · average

Fund Size

$6M

#5,002 of 5,562 · small

Return (1Y)Goal

-4.0%

Track Record

2 years

#3,556 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$9,622-3.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Strategy

Long short

Index tracked

WisdomTree India Hedged Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.9% of fundmoderately concentrated

Reliance Industries Ltd

9.9%

HDFC Bank Ltd

9.1%

ICICI Bank Ltd

6.5%

Infosys Ltd

5.4%

Bharti Airtel Ltd

4.9%

Mahindra & Mahindra Ltd

3.5%

Tata Consultancy Services Ltd

3.0%

Axis Bank Ltd

2.8%

Larsen & Toubro Ltd

2.5%

Kotak Mahindra Bank Ltd

2.3%

Asset allocation

Stocks

100.0%

By sector

Financial Services

23.1%

Consumer Cyclical

13.1%

Energy

12.6%

Technology

10.1%

Basic Materials

9.1%

Industrials

7.9%

Consumer Defensive

7.3%

Healthcare

5.8%

Other

11.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.1%Moderate

Year-on-year price swings

Max drawdown

-15.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree India Hedged Equity Index.
Strategy: Employs a passive management approach designed to track the WisdomTree India Hedged Equity Index. Invests primarily in securities of companies incorporated in India, using a representative sampling strategy. The Fund hedges against fluctuations in the Indian rupee relative to the U.S. dollar using currency forward contracts and futures contracts.
Inception date: May 7, 2024
Fund family: WisdomTree