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INDHWisdomTree India Hedged Equity Fund ETF

Grow my money2y track recordRanked #2,625 of 2,998 in this goal

Tracks the price and yield performance of the WisdomTree India Hedged Equity Index.

By WisdomTree · Launched 2024

Annual Cost

0.64%

#3,352 of 5,861 · average

Fund Size

$6M

#5,152 of 5,861 · small

Return (1Y)Goal

-2.8%

Track Record

2 years

#3,467 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,740-2.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Long short

Index tracked

WisdomTree India Hedged Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 46.5% of fundmoderately concentrated

Reliance Industries Ltd.
9.2%
HDFC Bank Ltd.
7.3%
ICICI Bank Ltd.
6.3%
Bharti Airtel Ltd.
4.5%
Infosys Ltd.
4.5%
CITIGROUP INC.N/A
4.1%
Mahindra & Mahindra Ltd.
3.0%
Axis Bank Ltd.
2.8%
Tata Consultancy Services Ltd.
2.5%
Larsen & Toubro Ltd.
2.4%

Asset allocation

Stocks
100.0%

By sector

Financial Services
24.5%
Consumer Cyclical
13.4%
Energy
12.3%
Basic Materials
8.9%
Technology
8.9%
Industrials
7.8%
Consumer Defensive
7.3%
Healthcare
6.1%
Other
10.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.4%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

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree India Hedged Equity Index.
Strategy
Employs a passive management approach to track the WisdomTree India Hedged Equity Index, investing primarily in securities of companies incorporated in India. The Fund hedges against fluctuations in the Indian rupee relative to the U.S. dollar, with significant exposure to the Financials sector.
Inception date
May 7, 2024
Fund family
WisdomTree

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Data updated on 2026-08-04