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- Upturn Summary
- Fund Details
Upturn AI Summary
Matthews International Funds(ADVE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ADVE
11/06/2026: ADVE (1-star) is currently NOT-A-BUY. Pass it for now.
ADVE is an actively managed ETF that provides targeted exposure to Indian equity markets, aiming for long-term capital appreciation. Its primary strength lies in the specialized, on-the-ground management expertise of Matthews Asia, which seeks to identify growth opportunities beyond what passive indices offer. It serves as a strong equity growth component for investors willing to tolerate high volatility and single-country concentration risk. Key risks include currency fluctuations, regional geopolitical stability, and the higher expense ratio characteristic of active funds. It is best suited for growth-oriented, long-term investors monitoring Indian macro-economic and corporate earnings trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets companies with high growth potential within the expanding Indian economy. |
| Momentum investor | Strong fit while signal remains positive | Strong momentum in the Indian market can be effectively captured through this actively managed vehicle. |
| Value investor | Mixed fit | While managers look for value, the primary focus is on long-term growth which may often result in higher valuation multiples. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over regular income generation. |
| Low-risk investor | Weak fit | Emerging market equities carry significant volatility and geopolitical risks unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth and high risk tolerance who want active exposure to the Indian market.
Suitability
Best for long-term investors who can withstand high volatility and prefer an active management approach to outperform indices.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging market equities are inherently prone to sharp price swings. |
| Market risk | High | The entire portfolio is subject to systematic risks unique to the Indian economic and political environment. |
| Concentration | Medium | Concentration in a single country increases exposure to localized events. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent alpha to justify. |
| Liquidity | Medium | Trading individual Indian stocks can occasionally face liquidity constraints during market stress. |
| Business/sector quality | Medium | Exposure is dependent on the management quality and growth prospects of selected Indian corporations. |
Risk Analysis
Volatility
The fund exhibits high volatility consistent with the inherent characteristics of an emerging market equity fund.
Market Risk
Risks are primarily tied to the economic, social, and political conditions of India, as well as currency risk relative to the US dollar.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Indian Equity Securities | 98 | This provides broad exposure to the economic growth of the Indian market through diversified company holdings. |
| Cash/collateral | Cash and Equivalents | 2 | Represents liquid assets held for operational efficiency and trade settlement. |
Analysis of Past Performance
Type ETF | Historic Profit 11.43% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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