WisdomTree India Hedged Equity Fund
$36.95+0.55 (+1.50%)
- 0.64%
- $6M
- −10.3%
- 6.08%
- 0M sh
- $36.95
- low $36.28high $45.00
The ETF.net INDH Grade
B
Score 64 out of 100
- 5 of 19
Score 64 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A83 out of 100Rank 4 of 19Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A74 out of 100Rank 1 of 19Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D37 out of 100Rank 13 of 19Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B60 out of 100Rank 10 of 18Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D25 out of 100Rank 17 of 19
Our read on INDH
BMost India funds hand you two bets: Indian companies and the rupee. INDH keeps the stocks and hedges the currency, so the exchange rate stops riding shotgun on your returns.
The fund seeks exposure to India's equity market while hedging movements between the U.S. dollar and Indian rupee.
Why people hold it
- The hedge is the whole point: exposure to India's equity market while offsetting moves between the dollar and the rupee, per the fund's own objective.wisdomtree.com
- 0.64% a year sits below the median fee in the India ETF group, and under peers like INDY (0.65%) and SMIN (0.74%).
- Roughly 80 stocks held against a published WisdomTree index, so the lineup is rules-based rather than a manager's running judgment.
Worth knowing
- Hedging cuts both ways. It strips out rupee losses and rupee gains alike, and running the hedge carries its own cost.wisdomtree.com
- Small in assets and thinly traded, which typically means wider bid-ask spreads than the household names in the India category.
- Launched in 2024, so the track record is short next to India funds that have been through multiple market cycles.
INDH Holdings
- Stocks
- 82
- 45%
- RELIANCE.BO
Sectors
- Financials22.7%
- Consumer Discretionary14.0%
- Energy11.5%
- Technology10.0%
- Materials9.1%
- Industrials8.6%
- Consumer Staples6.9%
- Health Care6.4%
- Utilities5.2%
- Communication5.2%
- Real Estate0.4%
Geography
- India100.00%
Developed 0% · Emerging 100%
INDH Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
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INDH$8,966
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | INDH |
|---|---|
| Year to date | −13.7% |
| 1 month | −4.6% |
| 3 months | −7.0% |
| 1 year | −10.3% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | INDH |
|---|---|---|
| 2026 YTD | −13.7% | |
| 2025 | +6.7% | |
| 2024 | +5.1% |
INDH in the news
INDH Dividends
- 6.08%
- $2.22
- $2.22 per share
- Annual
Distribution history
INDH Risk
- 11.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- −0.45
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −15.8%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.47
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
INDH Cost
0.64%
INDH0.64%
- The middle half of India funds
- Median 0.75%
3 of the 19 India funds charge less.
Other funds in India
- ASMINiShares MSCI India Small-Cap ETFExpense ratio 0.74%1 year return −3.8%
- BGLINVanEck India Growth Leaders ETFExpense ratio 0.72%1 year return −4.2%
- BEPIWisdomTree India Earnings FundExpense ratio 0.84%1 year return −10.4%
- BGINDGoldman Sachs India Equity ETFExpense ratio 0.75%1 year return −9.3%
- BNDIAGlobal X - India Active ETFExpense ratio 0.75%1 year return −11.6%