(EPI) India Earnings Fund - Overview

ETF Category: India Equity | Exchange: NYSE ARCA (USA) | Market Cap: 2.161m USD | Total Return: -8.5% in 12m

Indian Equities, Profitable Stocks, Index Securities
Total Rating 37
Safety 54
Buy Signal -0.60
India Equity
Category Rotation: -0.3
TER: 0.85%
AUM: 2.16B
Avg Turnover: 25.5M
Risk 3d forecast
Volatility14.7%
VaR 5th Pctl2.66%
VaR vs Median0.71%
Reward TTM
Sharpe Ratio-0.81
Rel. Str. IBD19.8
Rel. Str. Peer Group78.6
Character TTM
Beta0.468
Beta Downside0.483
Hurst Exponent0.608
Drawdowns 3y
Max DD21.89%
CAGR/Max DD0.39
CAGR/Mean DD1.22

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: EPI India Earnings Fund

The WisdomTree India Earnings Fund (EPI) is a non-diversified exchange-traded fund that invests at least 95% of its assets in profitable companies incorporated and traded in India. Unlike market-cap-weighted funds, this ETF utilizes an earnings-weighted index, targeting firms that meet specific profitability thresholds and regulatory requirements for foreign investment. This strategy aims to capture the growth of the Indian economy while prioritizing companies with positive net income.

India’s equity market is characterized by a high concentration of financial services, technology, and energy sectors, reflecting the countrys transition toward a digitized, service-oriented economy. The business model of earnings-weighted ETFs often results in lower valuation multiples compared to traditional growth-focused indices by emphasizing realized profits over projected expansion. For a deeper look into how these valuation metrics compare to peers, you may find further insights on ValueRay.

Headlines to Watch Out For
  • India GDP growth trajectory correlates with underlying corporate earnings performance
  • Reserve Bank of India monetary policy shifts impact financial sector weightings
  • Foreign Portfolio Investment flows drive liquidity and valuation multiples in Mumbai
  • Rupee exchange rate volatility relative to USD affects net asset value
  • Indian government infrastructure spending accelerates industrial and materials sector revenue
What is the price of EPI shares?

As of May 30, 2026, the stock is trading at USD 42.56 with a total of 567,384 shares traded.
Over the past week, the price has changed by +1.12%, over one month by -1.32%, over three months by -6.13% and over the past year by -8.53%.

Is EPI a buy, sell or hold?

India Earnings Fund has no consensus analysts rating.