IOPP - ETF AI Analysis
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Simplify Tara India Opportunities ETF (IOPP)
Rating:55Neutral
Price Target:―
Positive Factors
Strong Performance From Several Top Holdings
Key positions like Titan, Apollo Hospitals, Bajaj Auto, and Zomato have shown strong gains, helping support the ETF’s overall results despite recent weakness.
Focused Exposure to Indian Growth Story
With almost all assets invested in India, the fund gives investors targeted access to the country’s long-term economic and consumer growth potential.
Growing Asset Base
The ETF has built a meaningful level of assets under management, suggesting some investor confidence and enough scale for ongoing operations.
Negative Factors
Recent Weak Overall Performance
The fund’s returns over the past month and year to date have been negative, showing that investors have recently faced short-term losses.
High Expense Ratio
The ETF charges a relatively high fee, which can eat into investor returns over time compared with lower-cost alternatives.
Concentrated Country and Sector Exposure
With almost all holdings in Indian companies within a single broad sector category, investors face higher risk if India’s market or its key industries struggle.
IOPP vs. SPDR S&P 500 ETF (SPY)
AUM6.85M
RegionAsia-Pacific
Expense Ratio0.73%
Beta0.56
IssuerSimplify
Inception DateMar 04, 2024
Dividend Yield0.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume202
30 Day Avg. Volume2,422
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IOPP Summary
Simplify Tara India Opportunities ETF (IOPP) is a fund that focuses on companies driving India’s economic growth, rather than tracking a specific index. It invests across themes like technology, consumer goods, infrastructure, and financial services. Well-known holdings include ICICI Bank and Bharti Airtel, along with major retailers and hospitality brands. Someone might invest in IOPP to gain diversified exposure to India, one of the world’s fastest-growing economies, and to benefit from long-term growth trends there. A key risk is that the fund is heavily concentrated in Indian stocks, so its value can rise or fall sharply with India’s market and economy.
How much will it cost me?The Simplify Tara India Opportunities ETF (IOPP) has an expense ratio of 0.74%, meaning you’ll pay $7.40 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on specific sectors and trends in India’s economy to identify growth opportunities.
What would affect this ETF?The Simplify Tara India Opportunities ETF (IOPP) could benefit from India's strong economic growth, rising consumer demand, and government investments in infrastructure and technology, which align with its sector focus on consumer goods, financial services, and industrials. However, challenges such as regulatory changes, geopolitical tensions, or global economic slowdowns could negatively impact its performance, particularly given its concentrated exposure to India and reliance on specific sectors like consumer cyclical and defensive industries.
IOPP Top 10 Holdings
IOPP is riding India’s consumer and services boom, with food-delivery player Zomato and jeweler-to-watch Titan both rising and doing much of the heavy lifting. Bajaj Auto and Apollo Hospitals are also humming along, adding steady power to the portfolio’s engine. On the flip side, Avenue Supermarts and Bharti Airtel have been losing steam lately, quietly tugging on returns. Overall, the fund is tilted toward India’s domestic growth story—banks, retailers, autos, and services—fully concentrated in Indian stocks rather than a global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Zomato Ltd. | 7.37% | $507.57K | ₹3.03T | -4.55% | ― | |
| Indian Hotels Co. Ltd. | 5.44% | $374.82K | ₹1.02T | -1.18% | 66 Neutral | |
| ICICI Bank Limited | 5.13% | $353.38K | ₹9.37T | -4.36% | 71 Outperform | |
| Titan Company Limited | 4.91% | $338.39K | ₹4.03T | 31.36% | 69 Neutral | |
| Avenue Supermarts Ltd. | 4.67% | $321.69K | ₹2.48T | -13.76% | 58 Neutral | |
| Apollo Hospitals Enterprise Limited | 4.61% | $317.42K | ₹1.17T | 9.04% | 66 Neutral | |
| Marico Limited | 4.44% | $305.78K | ₹1.01T | 9.77% | 69 Neutral | |
| UNO Minda Limited | 4.42% | $304.01K | ₹643.88B | -15.28% | 66 Neutral | |
| Bharti Airtel Limited | 4.29% | $295.41K | ₹10.86T | -8.16% | 73 Outperform | |
| Torrent Pharmaceuticals Ltd | 4.20% | $288.93K | ₹1.81T | 35.52% | 66 Neutral |
IOPP Technical Analysis
Negative
―
Price Trends
26.52
Negative
25.95
Negative
25.75
Negative
Market Momentum
-0.36
Positive
30.09
Neutral
2.21
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IOPP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.01, equal to the 50-day MA of 26.52, and equal to the 200-day MA of 25.75, indicating a bearish trend. The MACD of -0.36 indicates Positive momentum. The RSI at 30.09 is Neutral, neither overbought nor oversold. The STOCH value of 2.21 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IOPP.
IOPP Peer Comparison
Comparison Results
Performance Comparison
IOPP
Simplify Tara India Opportunities ETF
25.04
-2.16
-7.94%
FFND
Future Fund Active ETF
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―
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FITZ
Fitz-Gerald Must Have Portfolio ETF
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―
―
NXTE
AXS Green Alpha ETF
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―
―
DARP
Grizzle Growth Etf
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―
TMH
Toyota Motor Corporation ADRhedged
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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