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INCO
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Columbia India Consumer ETF (INCO)

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$63.38
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: INCO (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 62.52%
Avg. Invested days 143
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.44
52 Weeks Range 55.42 - 76.19
Updated Date 06/30/2025
52 Weeks Range 55.42 - 76.19
Updated Date 06/30/2025

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Columbia India Consumer ETF

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ETF Overview

overview logo Overview

The Columbia India Consumer ETF (INCO) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Indxx India Consumer Index. It focuses on Indian companies that are expected to benefit from the growth of the Indian consumer market.

reliability logo Reputation and Reliability

Columbia Threadneedle Investments is a well-established asset manager with a global presence. They are generally considered reputable and reliable.

reliability logo Management Expertise

Columbia Threadneedle has a team of experienced investment professionals dedicated to managing their ETF offerings.

Investment Objective

overview logo Goal

To provide investment results that closely correspond to the performance of the Indxx India Consumer Index.

Investment Approach and Strategy

Strategy: The ETF employs a passive management strategy, attempting to replicate the Indxx India Consumer Index.

Composition The ETF primarily holds stocks of Indian companies that are expected to benefit from the growth of the Indian consumer market.

Market Position

Market Share: Data unavailable, as market share data is not typically tracked for niche ETFs like this.

Total Net Assets (AUM): 60000000

Competitors

overview logo Key Competitors

  • EPI
  • INDA
  • SMIN

Competitive Landscape

The competitive landscape for India ETFs is dominated by broad market ETFs like INDA and EPI, while INCO focuses on the consumer sector. INCO offers targeted exposure to the Indian consumer market, which can be an advantage for investors seeking specific sector exposure, but it also has a lower AUM and trading volume compared to broader market ETFs.

Financial Performance

Historical Performance: Historical financial performance data is unavailable, but can be gathered via financial platforms such as Yahoo Finance. Performance figures are dependent on the index it is tracking

Benchmark Comparison: Unavailable without real-time data, however one can compare it to the Indxx India Consumer Index.

Expense Ratio: 0.95

Liquidity

Average Trading Volume

Average trading volume is relatively low, which could impact trade execution costs.

Bid-Ask Spread

The bid-ask spread can be wider due to the lower trading volume, potentially increasing the cost of trading.

Market Dynamics

Market Environment Factors

Economic growth in India, consumer spending trends, demographic shifts, and regulatory changes impacting consumer-focused industries can affect the ETF's performance.

Growth Trajectory

The ETF's growth depends on the growth of the Indian consumer market. It is sensitive to changes in consumer behavior, economic conditions, and government policies.

Moat and Competitive Advantages

Competitive Edge

INCO provides targeted exposure to the Indian consumer market, differentiating it from broader India ETFs. This focus allows investors to capitalize on the growing purchasing power of Indian consumers. The ETF's strategy is designed to capture companies expected to benefit most from consumer spending trends. This niche focus can lead to potentially higher returns if the Indian consumer market outperforms the broader market.

Risk Analysis

Volatility

The ETF is expected to exhibit volatility similar to the Indian stock market, with additional volatility due to its sector concentration.

Market Risk

Market risk includes economic downturns, political instability in India, currency fluctuations, and regulatory changes affecting the Indian consumer market.

Investor Profile

Ideal Investor Profile

The ideal investor is one seeking targeted exposure to the Indian consumer market and who is comfortable with the risks associated with investing in emerging markets.

Market Risk

This ETF is more suited for investors seeking long-term growth potential and targeted sector exposure, rather than active traders seeking short-term gains.

Summary

The Columbia India Consumer ETF (INCO) provides targeted access to the Indian consumer market by tracking the Indxx India Consumer Index. While it offers specific sector exposure, its low trading volume and relatively high expense ratio should be considered. This fund is suited for long-term investors who are bullish on the growth potential of the Indian consumer sector and understand emerging market risks. However, it exhibits relatively low market share when compared to peers in the India ETF space. Potential investors should also note the high expense ratio and low AUM of the fund compared to competitors.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Columbia Threadneedle Investments Website
  • ETF.com
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data may not be exact due to data collection limitations.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Columbia India Consumer ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will invest at least 80% of its net assets in Indian consumer companies included in the index and the advisor generally expects to be substantially invested at such times, with at least 95% of its net assets invested in these securities. The index is a maximum 30-stock free-float adjusted market capitalization-weighted index designed to measure the market performance of companies in the consumer industry in India, as defined by Indxx's proprietary methodology. It is non-diversified.