WisdomTree India Hedged Equity Fund
$38.03+0.01 (+0.02%)
- Expense ratio
- 0.64%
- Fund size
- $6M
- 1Y return
- −7.6%
- Yield · Last 12 months
- 5.85%
- Holdings
- 79
- Volume · 30D
- 0M sh
- NAV per share
- $38.22
- 52W range
The ETF.net INDH Grade
Score 63 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.AScore 83Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.Not scoredRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.AScore 73Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.DScore 34Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.BScore 57Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.FScore 24Category rank
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
- 79
- 45%
- RELIANCE.BO
Sectors
- Financials23.7%
- Consumer Discr.14.3%
- Energy11.9%
- Technology10.3%
- Materials9.2%
- Industrials7.4%
- Cons. Staples6.8%
- Health Care6.3%
- Utilities4.9%
- Communication4.8%
- Real Estate0.5%
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.
Returns run to the Sep 22, 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 | −10.2% |
| 1 month | −3.1% |
| 3 months | −4.3% |
| 1 year | −7.6% |
| 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 | −10.2% | |
| 2025 | +6.7% | |
| 2024 | +5.1% |
INDH in the news
ETF.net Research hasn’t filed on INDH yet — coverage lands here as it’s written.
INDH Dividends
- 5.85%
- $2.22
- $2.22 per share
- Annual
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Dec 10, 2025 | Dec 12, 2025 | $2.22 |
| Dec 6, 2024 | Dec 10, 2024 | $0.13 |
INDH Risk
- 11.3%
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.
- −0.24
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.
- −15.0%
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.
- 0.44
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
- The middle half of India funds
- Median 0.75%
3 of the 19 India funds charge less.