IOPPSimplify Tara India Opportunities ETF
Seeks long-term capital appreciation.
By Simplify Asset Management · Launched 2024
Annual Cost
0.73%
#3,873 of 6,040 · average
Fund Size
$7M
#5,124 of 6,040 · small
Return (1Y)
-6.7%
Track Record
2 years
#3,390 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,362-6.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 49.8% of fundmoderately concentrated
Eternal Ltd.
6.0%
Avenue Supermarts Ltd.
5.6%
JBChemicals & Ph
5.0%
Craftsman Automation Ltd
4.9%
Bajaj Auto Ltd.
4.8%
ICICI Bank Ltd.
4.8%
Indian Hotels Co Ltd. (The)
4.8%
Marico Ltd.
4.7%
Apollo Hospitals Enterprise Ltd.
4.7%
Bharti Airtel Ltd.
4.6%
Asset allocation
Stocks
99.3%
Cash
0.8%
By sector
Consumer Cyclical
33.6%
Financial Services
19.6%
Healthcare
12.8%
Consumer Defensive
12.7%
Industrials
10.8%
Communication
6.0%
Basic Materials
4.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.2%Moderate
Year-on-year price swings
Max drawdown
-23.7%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
- Actively manages a portfolio investing primarily in securities of Indian issuers, including micro-capitalization companies. Focuses on high-quality companies positioned to benefit from India's growing middle class, economic formalization, and government manufacturing initiatives.
- Inception date
- March 4, 2024
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18