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IOPPSimplify Tara India Opportunities ETF

Grow my money#2607 of 2944 for Grow my money

Seeks to achieve long-term capital appreciation.

Simplify Asset Management · Since 2024 (2 years)

Annual Cost

0.73%

#3402 out of 5,332 ETFs

Fund Size

$7M

#4653 out of 5,332 ETFs

Dividend Yield

0.22%

Track Record

2 years

#3558 out of 5,332 ETFs

Performance

1 Year

-3.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
95.7%
Cash
4.3%

Sector breakdown

Consumer Cyclical
42.2%
Consumer Defensive
18.6%
Financial Services
11.8%
Healthcare
10.8%
Communication
9.1%
Industrials
7.5%
Technology
0.0%

Top holdings

Eternal LtdETERNAL.BO6.4%
Avenue Supermarts LtdDMART.BO6.0%
J.B. Chemicals & Pharmaceuticals LtdJBCHEPHARM.BO5.3%
Craftsman Automation LtdCRAFTSMAN.BO5.3%
Bajaj Auto LtdBAJAJ-AUTO.BO5.1%
ICICI Bank LtdICICIBANK.NS5.1%
Indian Hotels Co Ltd5008505.1%
Marico Ltd5316425.0%
Apollo Hospitals Enterprise LtdAPOLLOHOSP.NS5.0%
Bharti Airtel LtdBHARTIARTL.NS5.0%

Risk profile

Volatility (1Y)

17.5%

Moderate

Max drawdown

-23.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05