IOPPSimplify Tara India Opportunities ETF

Grow my money2y track recordRanked #2,658 of 2,960 in this goal

Seeks to achieve long-term capital appreciation.

By Simplify Asset Management · Launched 2024

Annual Cost

0.73%

#3,587 of 5,562 · average

Fund Size

$7M

#4,916 of 5,562 · small

Return (1Y)Goal

-3.5%

Track Record

2 years

#3,462 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$9,766-2.3%

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

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 53.8% of fundmoderately concentrated

Bharti Airtel Ltd

7.2%

Eternal Ltd

6.5%

Titan Co Ltd

5.7%

Kotak Mahindra Bank Ltd

5.3%

FIDELITY INV MMTRSY 1 680

5.1%

Bajaj Auto Ltd

5.0%

ITC Ltd

4.9%

Craftsman Automation Ltd

4.9%

Marico Ltd

4.7%

UNO Minda Ltd

4.6%

Asset allocation

Stocks

96.3%

Cash

3.7%

By sector

Consumer Cyclical

41.2%

Financial Services

15.3%

Consumer Defensive

12.8%

Industrials

10.3%

Healthcare

9.7%

Communication

7.7%

Basic Materials

3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.3%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

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to achieve long-term capital appreciation.
Strategy: Invests primarily in securities of Indian issuers, including companies of all capitalizations. Actively managed with a bottom-up selection process focusing on high-quality companies benefiting from India's growth themes.
Inception date: March 4, 2024
Fund family: Simplify Asset Management