Fund Evaluator:
Simplify Tara India Opportunities ETF (IOPP)
Follow This Fund
Equity
Global Asset Class
International Equity
Fund Group
India Equity
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
0.73% B
Expense Ratio
$7 Mil
Assets
Open
Status
0.00%
12b-1 Fee
0.39%
TTM Yield
0.00%
Max Load
108%
Portfolio Turnover
Best Performing in India Equity Over the Last Year
| -8.0% | Matthews India Investor (MINDX) |
| -11.1% | Wasatch Emerging India Investor (WAINX) |
| -13.9% | Kotak India Equity Fund Class I (INDIX) |
| -14.2% | Kotak India Equity Fund Class Investor (INDAX) |
| -15.6% | Q India Equity Investor (QINRX) |
Data as of 6/30/2026
2.8% B
1-Mo Return
13.2% C
3-Mo Return
-3.9% A
YTD Return
-5.1% A
1-Yr Return
na
3-Yr Return
na
5-Yr Return
na
Category Risk Index
na
Total Risk Index
Fund Details
Fund Family
Simplify Asset Management
Inception Date
3/4/2024
Share Class Type
Equity Investment Style
Large-Cap
Growth
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
No
Benchmark Index
N/A: 100%
Additional Fund Details
Simplify Tara India Opportunities ETF Overview
IOPP Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| IOPP Return (NAV) | 2.8% | 13.2% | -5.1% | na | na | na |
| IOPP Grade | B | C | A | na | na | na |
| +/- Category | -0.7% | 2.3% | 6.9% | na | na | na |
| India Equity Avg | 3.6% | 10.9% | -12.0% | 4.4% | 3.2% | 7.4% |
| IOPP Tax Cost Ratio | na | na | 0.2% | na | na | na |
IOPP Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| IOPP Return (NAV) | -3.9% | 1.0% | na | na | na | na | na | na | na | na | na |
| IOPP Grade | A | D | na | na | na | na | na | na | na | na | na |
| +/- Category | 3.7% | 1.4% | na | na | na | na | na | na | na | na | na |
| India Equity Avg | -7.7% | -0.4% | 13.3% | 16.7% | -16.9% | 26.3% | 15.1% | 8.2% | -10.8% | 42.6% | 2.2% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.4% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $7 Mil |
| Fund Total Assets: | $ 7 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 108% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 2.3 years | |||
| Average Tenure: 2.1 years | |||
| Managers (Year): Ghose Anupam (2024), Berns David (2024), Getter Chris (2024) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 26 |
| % in Top 10 Holdings: | 50.3% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 99.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.0% |
| Foreign Stock: | 99.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.1% |
Purchase Information
| Fund Family: | Simplify Asset Management |
| Phone Number: | 855-772-8488 |
| Website: |
| Status: | Open |
| Inception Date: | March 4, 2024 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.00% |
Expenses and Fees | |
| Expense Ratio (%): | 0.73% ( Rating : Above Avg ) |
| Category Average Expense Ratio (%): | 1.28% |
| Share Class: | Simplify Tara India Opportunities ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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