EPI ETF Analysis: India Earnings Fund | NYSE

India Equity | NYSE, USA | Market Cap: 2.159m USD | 12M Return: -9.4% | Charts, Fundamentals & Technical Analysis

Indian Equities, Profitable Companies, Index Tracking, Emerging Markets
Total Rating 30
Safety 61
Buy Signal -0.65
India Equity
Category Rotation: +3.0
TER: 0.85%
AUM: 2.16B
Avg Turnover: 16.3M
Risk 3d forecast
Volatility15.2%
VaR 5th Pctl2.78%
VaR vs Median1.41%
Reward TTM
Sharpe Ratio-0.85
Rel. Str. IBD19.7
Rel. Str. Peer Group58.3
Character TTM
Beta0.445
Beta Downside0.461
Hurst Exponent0.608
Drawdowns 3y
Max DD21.89%
CAGR/Max DD0.29
CAGR/Mean DD0.84

Warnings

Choppy
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.6% 14
Feb -2.8% 18
Mar -1.0% 14
Apr +1.5% 30
May -1.1% 17
Jun -0.2% 0
Jul +3.8% 24
Aug -1.0% 10
Sep -0.1% 18
Oct -1.4% 9
Nov +0.2% 5
Dec +0.6% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EPI India Earnings Fund

The WisdomTree India Earnings Fund (EPI) is a passively managed ETF that, under normal market conditions, invests at least 95% of its total assets in securities comprising its underlying benchmark, as well as investments with substantially identical economic characteristics. The index targets profitable companies incorporated and traded in India that meet foreign investor eligibility requirements as of the annual screening date. The fund is classified as non-diversified, meaning it may concentrate a larger portion of its assets in a smaller number of issuers compared to diversified funds.

As an India Equity ETF listed on the NYSE, EPI provides U.S.-based investors with exposure to publicly traded Indian companies. The foreign investor eligibility screening reflects Indias regulatory framework, which restricts overseas investment in certain sectors and requires compliance with Foreign Portfolio Investor (FPI) rules. Its non-diversified status is typical for single-country emerging market funds, where concentrated exposure to a specific geographic market is a core part of the investment thesis.

Headlines to Watch Out For
  • Indian rupee depreciation pressures USD-denominated ETF returns
  • RBI rate decisions drive Indian equity valuations and flows
  • Foreign institutional investor flows swing Indian market returns
What is the price of EPI shares?

As of July 11, 2026, the stock is trading at USD 42.62 with a total of 185,094 shares traded. Over the past week, the price has changed by -0.70%, over one month by +3.20%, over three months by -0.72% and over the past year by -9.36%.

Current recommended Stop Loss: 41.90 (which is 1.7% or 1.4 ATR below the current price).

Is EPI a buy, sell or hold?

India Earnings Fund has no consensus analysts rating.