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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +1.2% | ▼ −1.3% | ▼ −5.9% | ▼ −7.4% | ▼ −8.8% | — | — | ▲ +7.7% |
| Peer average | ▲ +0.0% | ▼ −2.2% | ▼ −2.8% | ▲ +8.0% | ▲ +11.2% | ▲ +70.4% | ▲ +54.5% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
Reported holdings are shown below. A share-of-fund chart is unavailable for this portfolio.
Holdings as of 2026-10-30. Derivatives are shown using their reported instrument names.
| Holding | Instrument | Weight |
|---|---|---|
| ETERNAL LTD | Reported holding | 8.00% |
| IHINDIAN HOT INR1 (POST SUBDIVISION) | Reported holding | 6.20% |
| ICICI BANK LTD INR 2.0 | Reported holding | 5.48% |
| BHARTI AIRTEL LTD INR 5.0 | Reported holding | 4.90% |
| TTANTITAN COMPANY LIMITED INR 1.0 | Reported holding | 4.87% |
| APOLLO HOSPITALS ENTERPRISE INR 5.0 | Reported holding | 4.69% |
| MRCOMARICO LTD INR 1.0 | Reported holding | 4.60% |
| UNO MINDA LTD INR 2.0 | Reported holding | 4.36% |
| BAJAJ AUTO LTD INR 10.0 | Reported holding | 4.30% |
| TRPTORRENT PHARMACEUTICALS LTD INR 5.0 | Reported holding | 4.07% |
| AVENUE SUPERMARTS LTD INR 10.0 144A | Reported holding | 3.93% |
| INFO EDGE INDIA LTD INR 2.0 | Reported holding | 3.91% |
| CRAFTSMAN AUTOMATION LTD INR 5.0 | Reported holding | 3.77% |
| AU SMALL FINANCE BANK INR 10.0 144A | Reported holding | 3.75% |
| ULTRATECH INR10 | Reported holding | 3.34% |
| MAHINDRA + MAHINDRA LTD INR 5.0 | Reported holding | 3.34% |
| SHRIRAM FINANCE LTD INR 2.0 | Reported holding | 3.31% |
| TMCVTATA MOTORS LTD /NEW INR 2.0 | Reported holding | 3.10% |
| TITAGARH RAIL SYSTEM LTD INR 2.0 | Reported holding | 2.78% |
| HYUNDAI MOTOR INDIA LTD INR 10.0 | Reported holding | 2.78% |
| ICICI PRUDENTIAL ASSET MANA INR 1.0 | Reported holding | 2.36% |
| GRAVITA INDIA LTD INR 2.0 | Reported holding | 2.07% |
| HAVELLS INDIA LTD INR 1.0 | Reported holding | 2.06% |
| TRIVENI TURBINE LTD INR 1.0 | Reported holding | 1.73% |
| BIKAJI FOODS INTERNATIONAL INR 1.0 | Reported holding | 1.70% |
| Cash | Reported holding | 1.52% |
| LG ELECTRONICS INDIA LTD INR 10.0 | Reported holding | 1.07% |
| DELHIVERY LTD INR 1.0 | Reported holding | 1.06% |
| CAMPUS ACTIVEWEAR LTD INR 5.0 | Reported holding | 0.93% |
The Simplify Tara India Opportunities ETF (IOPP) is designed to achieve long-term capital appreciation for its investors. This actively managed fund primarily allocates its capital to equity securities issued by companies operating within India, with the specific objective of outperforming the MSCI India Index. IOPP's investment strategy is guided by System Two Advisors, a firm distinguished by its deep roster of seasoned equity analysts and portfolio managers who possess extensive experience and a proven track record in navigating the Indian equity markets.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-25 | 2026-09-30 | $0.05 |
| 2026-06-25 | 2026-06-30 | $0.05 |
| 2026-03-26 | 2026-03-31 | $0.05 |
| 2025-03-26 | 2025-03-31 | $0.08 |
| 2024-12-23 | 2024-12-31 | $1.86 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind IOPP.