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INDE
-0.35 · -1.18%
$29.50 · NYSE ARCA

Matthews International Funds (INDE) ETF Analysis | India Equity

Matthews Asia Funds · USA
AUM:$13.3M
#– of – in India Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is INDE?

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common stocks, preferred stocks and convertible securities, of any duration or credit quality, including those that are unrated, or would be below investment grade (referred to as "junk bonds") if rated, of companies located in India.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
INDE returned 11.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 44.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$13.3M
Expense Ratio0.79%
Dividend Yield1.86%
Holdings45
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderMatthews Asia Funds
Beta–
CategoryIndia Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+3.8%
3Y
+23.3%
5Y
+23.3%
OpenBook InsightIf you had invested £10,000 in INDE 5 years ago, it would have grown to £12,328 — a gain of £2,328.

Annual Returns

Calendar year performance

INDE delivered positive returns in 3 of the last 4 calendar years.
YearINDE
2026 YTD-0.1%
2025+0.5%
2024+11.2%
2023+8.2%
CAGR 3yr+6.5%
3/4 positive yearsAvg return: +4.9%Worst year: -0.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.4%
Low
Momentum
+1.5%
30-day change
Support Level
28.59
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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