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Upturn AI SWOT - About
WisdomTree India Hedged Equity Fund (INDH)
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Upturn Advisory Summary
10/24/2025: INDH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -6.07% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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, before fees and expenses, of the WisdomTree India Hedged Equity Index. The fund focuses on Indian equities while hedging against fluctuations between the U.S. dollar and the Indian rupee.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovation and providing access to specialized investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in managing international and currency-hedged strategies.
Investment Objective
Goal
The fund aims to provide exposure to the Indian equity market while mitigating currency risk associated with fluctuations between the U.S. dollar and the Indian rupee.
Investment Approach and Strategy
Strategy: The fund tracks the WisdomTree India Hedged Equity Index, which is designed to provide exposure to Indian equities while neutralizing the impact of currency fluctuations.
Composition The fund primarily holds Indian equities. The currency hedge is implemented through forward contracts.
Market Position
Market Share: IHDG's market share is moderate within the India-focused ETF space.
Total Net Assets (AUM): 249800000
Competitors
Key Competitors
- EPI
- PIN
- INDA
Competitive Landscape
The Indian equity ETF market is competitive, dominated by broad-market ETFs. IHDG's currency hedging feature differentiates it but can result in different performance compared to non-hedged funds. The advantage of IHDG is the currency risk mitigation, the disadvantage could be performance differences due to currency movements.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific performance data relative to the WisdomTree India Hedged Equity Index.
Expense Ratio: 0.83
Liquidity
Average Trading Volume
The average trading volume provides insights into the ease of buying or selling shares. IHDG's average trading volume is moderate and suitable for typical investment sizes.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading; a narrow spread indicates higher liquidity. IHDG typically has a reasonable bid-ask spread.
Market Dynamics
Market Environment Factors
Economic growth in India, government policies, global market sentiment, and currency exchange rates significantly influence the fund's performance.
Growth Trajectory
The fund's growth is tied to the performance of the Indian equity market and the effectiveness of its currency hedging strategy. Changes to the index methodology or hedging strategy could impact future performance.
Moat and Competitive Advantages
Competitive Edge
IHDG's primary competitive advantage lies in its currency-hedged approach, protecting investors from Rupee depreciation against the US dollar. This feature is particularly attractive for investors concerned about currency risk. While other India-focused ETFs exist, IHDG is unique in offering this hedge. The hedging strategy provides a potentially more stable return stream in USD terms compared to unhedged funds. This targeted approach appeals to investors seeking to isolate Indian equity exposure from currency volatility.
Risk Analysis
Volatility
The fund's volatility is influenced by the volatility of the Indian equity market and the effectiveness of the currency hedge.
Market Risk
Market risk includes factors such as economic slowdown, political instability, and changes in investor sentiment towards Indian equities. Currency hedging may not completely eliminate currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking exposure to the Indian equity market but concerned about the impact of currency fluctuations on their returns.
Market Risk
The fund is suitable for long-term investors seeking diversification with currency risk mitigation, but it's not suited for those aiming to profit from currency movements.
Summary
WisdomTree India Hedged Equity Fund provides exposure to the Indian equity market while hedging against currency risk. This currency hedge can reduce volatility for US dollar-based investors but may also affect performance compared to unhedged funds. The fund is suitable for investors looking for diversification into India with a focus on mitigating currency risks. Investors should consider the fund's expense ratio and trading volume to align it with their investment needs. As the India economy grows, IHDG provides stable access for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Morningstar
- Bloomberg
- Investopedia
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. 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.