evenfolioETF Details
Simplify Asset Management·India Equity·IOPP · NYSE Arca
Simplify Tara India Opportunities ETF (IOPP)
- Price
- $25.16
- —30 Oct 2026
- Assets
- $7M
- Total net assets
- Expense ratio
- 0.73%
- Category 0.98%
- Yield
- 0.59%
- Trailing distributions
- 1Y return
- -8.2%+3.2%
- Category -11.4%
- 3Y CAGR
- —
- Category 4.1%
- 5Y CAGR
- —
- Category 2.4%
Loading NAV history…
Simplify Tara India Opportunities ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | -0.9% | -5.6% | +1.2% | -7.0% | -8.2% | — | — | — | +3.0% |
| India Equity average | 0.8% | -4.5% | -2.1% | -10.6% | -11.4% | 4.1% | 2.4% | 6.1% | 1.3% |
| Difference | -1.7% | -1.1% | +3.3% | +3.6% | +3.2% | — | — | — | +1.7% |
Holdings
The 10 largest positions make up 49.6% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| ETERNAL.BO | Eternal Ltd | 7.39% |
| 500850 | Indian Hotels Co Ltd | 5.43% |
| ICICIBANK.NS | ICICI Bank Ltd | 5.09% |
| TITAN.NS | Titan Co Ltd | 4.91% |
| DMART.BO | Avenue Supermarts Ltd | 4.58% |
| UNOMINDA.BO | UNO Minda Ltd | 4.57% |
| APOLLOHOSP.NS | Apollo Hospitals Enterprise Ltd | 4.55% |
| BAJAJ-AUTO.BO | Bajaj Auto Ltd | 4.39% |
| 531642 | Marico Ltd | 4.39% |
| BHARTIARTL.NS | Bharti Airtel Ltd | 4.26% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 37.5
- P/B
- 6.2
- P/S
- 4.1
- P/CF
- 28.7
Sector allocation
Share of the equity the fund holds.
- Consumer discretionary40.5%
- Financial services16.0%
- Consumer staples11.1%
- Industrials10.7%
- Health care8.9%
- Communication services8.4%
- Materials3.3%
- Technology1.1%
Asset mix
- Stocks97.7%
- Cash2.3%
ETF details
- Issuer
- Simplify Asset Management
- Category
- Equity · India Equity
- Ticker
- IOPP
- Exchange
- NYSE Arca
- Inception
- 4 Mar 2024 (2.7 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.73% (category 0.98%)
- Holdings turnover
- 42% (category 42%)
- Distribution yield
- 0.59%
- Beta, 3 years
- 0.00
- Total net assets
- $7M
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
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