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Upturn AI SWOT - About
WisdomTree India Hedged Equity Fund (INDH)
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Upturn Advisory Summary
08/14/2025: INDH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star 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 -7.04% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 38.73 - 45.68 | Updated Date 06/30/2025 |
52 Weeks Range 38.73 - 45.68 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree India Hedged Equity Fund
ETF Overview
Overview
The WisdomTree India Hedged Equity Fund (IHDG) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree India Hedged Equity Index, which is designed to provide exposure to Indian equities while at the same time hedging exposure to fluctuations between the Indian rupee and the U.S. dollar.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and factor-based investment strategies.
Management Expertise
WisdomTree has a dedicated team of experienced investment professionals with expertise in managing international and currency-hedged strategies.
Investment Objective
Goal
To track the performance of the WisdomTree India Hedged Equity Index.
Investment Approach and Strategy
Strategy: The fund uses a currency-hedged strategy, attempting to neutralize the impact of rupee/USD exchange rate fluctuations.
Composition The fund primarily holds Indian equities, screened by quality and dividend yield, with currency hedging overlayed.
Market Position
Market Share: IHDG's market share in the India equity hedged ETF segment is moderate.
Total Net Assets (AUM): 63549540
Competitors
Key Competitors
- INDA
- PIN
- EPI
Competitive Landscape
The India-focused ETF market is dominated by large, broad-based ETFs. IHDG's currency hedging offers a differentiating factor. Competitors offer higher liquidity and larger AUMs but without currency risk mitigation.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and currency fluctuations. Returns should be benchmarked against both unhedged and hedged indices.
Benchmark Comparison: The fund's performance should be compared to the WisdomTree India Hedged Equity Index. Performance is affected by hedging effectiveness.
Expense Ratio: 0.83
Liquidity
Average Trading Volume
IHDG's average trading volume is moderate, implying average liquidity.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
Indian economic growth, global market sentiment, and Rupee/USD exchange rate volatility affect IHDG.
Growth Trajectory
Growth is dependent on investor demand for currency-hedged exposure to Indian equities. Strategy and holdings remain relatively stable.
Moat and Competitive Advantages
Competitive Edge
IHDG's primary advantage is its currency-hedged feature, protecting investors from the impact of rupee depreciation against the dollar. This makes it appealing to investors seeking Indian equity exposure without currency risk. It's a well-defined niche within the broader India ETF landscape. Superior management in currency hedging strategies also gives it an edge.
Risk Analysis
Volatility
IHDG's volatility is influenced by the volatility of Indian equities and the effectiveness of the currency hedging strategy.
Market Risk
IHDG faces risks associated with the Indian equity market, including political, economic, and regulatory risks. Hedging has its own cost and may not fully offset currency movements.
Investor Profile
Ideal Investor Profile
IHDG is suitable for investors seeking exposure to Indian equities while mitigating currency risk.
Market Risk
IHDG is suitable for long-term investors who want to hedge currency risk, also potentially used by active traders making short-term bets on India but want to limit FX impacts.
Summary
WisdomTree India Hedged Equity Fund (IHDG) offers exposure to Indian equities with a currency hedge, making it suitable for investors concerned about rupee depreciation. Its performance is directly linked to the Indian stock market and the effectiveness of its currency hedging strategy. Its expense ratio is a bit high compared to its competitors in India ETF sector. Investors should consider IHDG if they want to isolate Indian equity returns from currency fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree, ETF.com, Bloomberg, Seeking Alpha
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions are dynamic, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree India Hedged Equity Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index. WisdomTree, the index provider and parent company of WisdomTree Asset Management, Inc. has created the index to provide exposure to companies incorporated, listed, and traded in India, while at the same time "hedging" or neutralizing exposure to fluctuations in the value of the Indian rupee relative to the U.S. dollar. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.