Key stats
About WisdomTree India Hedged Equity Fund
Expense ratio
0.63%
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Inception date
May 9, 2024
INDH seeks to mirror the performance of an index targeting stocks of companies incorporated and listed on the Bombay (Mumbai) Stock Exchange. The Index selects the top 75 companies based on market capitalization and trading volumes for a one-year period. Weights are also based on a firms market capitalization, with individual company exposure capped at 10% and sector exposure at 30%. The index undergoes annual reconstitution and rebalancing. Additionally, INDH employs a hedging strategy using currency forward and futures contracts to reduce the impact of the currency exchange rate fluctuations between the Indian Rupee and the US Dollar. This approach aims to buffer against currency volatility to balance returns and maintain focused exposure to the Indian market.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Miscellaneous
Stocks51.35%
Finance12.24%
Technology Services6.61%
Energy Minerals6.39%
Consumer Durables5.13%
Consumer Non-Durables3.93%
Non-Energy Minerals3.18%
Utilities2.47%
Health Technology1.93%
Communications1.75%
Process Industries1.42%
Industrial Services1.20%
Transportation1.08%
Electronic Technology0.98%
Retail Trade0.86%
Health Services0.65%
Producer Manufacturing0.57%
Distribution Services0.45%
Consumer Services0.29%
Commercial Services0.23%
Bonds, Cash & Other48.65%
Miscellaneous48.58%
Cash0.07%
Stock breakdown by region
Asia100.00%
North America0.00%
Latin America0.00%
Europe0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history