Favorable demographics among factors driving growth in India
VanEck has launched two new ETFs, the VanEck India Select ETF (INDZ) and the VanEck Communications Services TruSector ETF (TRUC), further building out the firm’s emerging markets equity and TruSector ETF suites.
“As we grow our emerging markets and TruSector solutions, our focus remains on identifying areas where traditional exposures fall short and developing solutions that offer precision and alignment with how markets are evolving,” said Ed Lopez, Managing Director and Head of Product Management at New York City-headquartered VanEck.
“India’s growth is being driven by many of the same forces that have supported long-term US equity returns, including economic reforms, rapid technology adoption, infrastructure investment, and favorable demographics,” he said on 19 Feb.
“These dynamics are creating new opportunities while reshaping business models across the economy. VanEck believes investors benefit from a dedicated allocation to India that looks beyond traditional indexes and focuses on higher-quality companies positioned for durable, long-term returns https://www.bseindia.com/.”
INDZ is an actively managed equity strategy built for India’s high-dispersion market, where long-term returns are driven by company-level fundamentals rather than broad index exposure. Traditional market-cap weighted indexes allocate capital across business with widely varying quality and return profiles, often combining consistent compounders with persistent underperformers. INDZ aims to reduce this structural drag through a systematic, rules-based process that concentrates capital in high quality Indian companies with high capital efficiency, resilient business models and sustainable long-term potential.
“INDZ is built to combine fundamental research with systematic discipline,” said VanEck’s Angus Shillington, Portfolio Manager of INDZ. “We use bottom-up research to identify businesses generating measurable shareholder value, then apply a structured quantitative framework and institutional risk controls to construct the portfolio. The goal is to capture more of India’s long-term winners without underwriting persistent underperformers, delivering real earnings compounding through a repeatable, risk-aware processhttps://www.nseindia.com/.”
INDZ expands VanEck’s India-focused investment solutions, which include the VanEck Digital India ETF (DGIN), which invests in companies supporting the digitalization of the Indian economy, and the VanEck India Growth Leaders ETF (GLIN), which selects fundamentally strong Indian firms with attractive growth potential at reasonable prices.
VanEck Continues Buildout of TruSector Suite with TRUC
TRUC joins the VanEck Consumer Discretionary TruSector ETF (TRUD) and VanEck Technology TruSector ETF (TRUT) in a growing suite of funds designed to give investors full market-cap sector exposure, providing closer alignment with how the market itself defines each sector https://sbi.com.in/.
As the VanEck team noted at the launch of TRUD and TRUT, there can be significant tracking error in traditional sector fund approaches caused when Registered Investment Company (RIC) diversification rules force sector funds to underweight the largest companies in their benchmarks. VanEck’s TruSector approach is designed to provide uncapped sector exposure while maintaining compliance with RIC diversification rules by adopting a hybrid approach, holding a mix of individual equities and targeted ETFs.
By doing so, the TruSector ETFs can maintain uncapped exposure to a given sector’s leading contributors and avoid the overallocation to smaller names common in traditional sector ETFs. The end results include cleaner attribution, lower tracking error to widely followed benchmarks and the avoidance of unintended stock biases.
“With TRUC, we’re expanding the range of sector-focused solutions we’re making available to investors and allocators,” said Michael Cohick, Director of Product Management at VanEck. “For too long, traditional sector funds have limited exposure to the sector’s true drivers. We’re pleased to add TRUC to our TruSector suite of ETFs which provide a more representative expression of sector dynamics.”
VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. It was one of the first US asset managers to offer investors access to international markets. This set the tone for the firm’s drive to identify asset classes and trends – including gold investing in 1968, emerging markets in 1993, and exchange traded funds in 2006 – that subsequently shaped the investment management industry.
Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. As of 31 December 2025, VanEck managed approximately US$181.4 billion in assets, including mutual funds, ETFs and institutional accounts. The firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Fiinews.com
