India Funds
Investing in India ETF has been great in 2014. The year to date return is more than double digits. Compare to S&P 500 or Dow Jones Industrials Index, India equity has managed to return more. India stock ETFs are mainly investing in stock of Indian companies. Most of these ETFs are index ETFs. Depending on its objective, some may track one index; while the others may track different index.Investing in single country index may include higher risk. Please check with your brokerage for details about how to buy and sell these ETFs. These ETFs are mainly traded like stocks in market exchange such as NYSE, or NASDAQ.
Top ETFs
These top performing ETFs are sorted based on its 1 year return (up to June 1, 2014). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.Best India stock exchange traded funds are:
- iShares MSCI India Small-Cap
- Market Vectors India Small-Cap ETF
- EGShares India Small Cap
- EGShares India Infrastructure
- WisdomTree India Earnings
- PowerShares India
- iShares India 50
- iPath MSCI India Index ETN
- iShares MSCI India
- EGShares India Consumer ETF
iShares MSCI India Small-Cap ETF (SMIN)
The iShares MSCI India Small-Cap ETF invests mainly in small public companies in India. With total net assets of $7.2 million, this stock ETF has an expense ratio fee of 0.74%. It has 12 month dividend yield of 0.68%. The current share price is $29.47.More: Best ETFs 2014
This best India ETF has 1 year total return of 41.3%. In 2014, it has year-to-date return of 39.52%. Top 5 stocks in its portfolio are Aurobindo Pharma Ltd, Indiabulls Housing Finance Ltd, Bharat Forge Ltd, Eicher Motors Ltd, and Tata Global Beverages Ltd.
Market Vectors India Small-Cap ETF (SCIF)
Market Vectors India Small-Cap ETF is ranked with 1 star rating by Morningstar. This index fund is tracking Market Vectors India Small-Cap Index, a modified market capitalization-weighted, float-adjusted index intended to provide exposure to Indian small-cap companies. This Van Eck ETF has total net assets of $306 million. The SEC yield is 0.64%.In 2014, this top India ETF has YTD return of 54.61%. Top 3sectors are consumer cyclical, industrials, financial services. Top 3 stocks are Apollo Tyres Ltd, Ramco Cements Ltd, and Jain Irrigation systems Ltd.
EGShares India Small Cap (SCIN)
EGShares India Small Cap has small total assets of $27 million. This ETF is tracking the price and yield performance of the Indxx India Small Cap Index. Ranked with 2 stars rating by Morningstar, its expense ratio is 0.85% per year. In 2014, the YTD return is 47.73%.More: Vanguard Emerging Markets Government Bond ETF
Top 3 stocks in its portfolio are Yes Bank Ltd, Federal Bank Ltd, and LIC Housing Finance Ltd. This top India ETF has a high yield of 1.71%.
WisdomTree India Earnings Fund (EPI)
WisdomTree India Earnings Fund has large total assets of $1.2 billion. With expense ratio of 0.83%, this top India ETF has a dividend yield of 1.22%. The current share price is $21.48. This India Equity fund utilizes its assets to purchase stocks of profitable companies in India.This WisdomTree India Earnings Fund is ranked with 2 star rating by Morningstar. This exchange traded fund has returned 23.39% over the past 1 year, and 4.11% over the past 5 year. Top 3 stocks in its holdings are Reliance Industries Ltd, Infosys Ltd, and Oil & Natural Gas Corp Ltd. Top 2 sectors are financial services, and energy.
PowerShares India (PIN)
PowerShares India Porfolio uses its assets to purchase stocks that are based on the Indus India Index. It has total net assets of $475 million. The expense ratio fee is 0.82%. Top 3 sectors in its portfolio are Energy, technology, and basic materials.This best India ETF has returned 18.03% over the past 1 year, -2.83% over the past 3 year, and 2.35% over the past 5 year. In 2014, the year-to-date return is 17.09%.
India ETFs Return
| No | ETF Name | Symbol | Expense Ratio (%) | Market Return YTD | Market Return 1-Year |
|---|---|---|---|---|---|
| 1 | iShares MSCI India Small-Cap | SMIN | 0.74 | 39.52 | 41.3 |
| 2 | Market Vectors India Small-Cap ETF | SCIF | 0.85 | 54.61 | 40.83 |
| 3 | EGShares India Small Cap | SCIN | 0.85 | 47.73 | 39.77 |
| 4 | EGShares India Infrastructure | INXX | 0.85 | 39.85 | 33.23 |
| 5 | WisdomTree India Earnings | EPI | 0.84 | 31.1 | 27.24 |
| 6 | PowerShares India | PIN | 0.82 | 23.02 | 21.31 |
| 7 | iShares India 50 | INDY | 0.93 | 23.78 | 19.4 |
| 8 | iPath MSCI India Index ETN | INP | 0.89 | 21.03 | 17.52 |
| 9 | iShares MSCI India | INDA | 0.67 | 20.95 | 16.31 |
| 10 | EGShares India Consumer ETF | INCO | 0.89 | 21.89 | 14.18 |
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