Liberty One Tactical Income ETF
Liberty One Tactical ETF (NASDAQ: LOTI) is an exchange-traded fund listed on NASDAQ, trading at $25.35 (about ₹2,435 a unit) as of 29 Sep 2026, 4:00 PM ET. It has an expense ratio of 1.04%. Indian residents can buy LOTI through Paasa under the RBI's Liberalised Remittance Scheme.
Quote
Today's low
$25.29
Today's high
$25.37
52 week low
$25.00
52 week high
$26.51
LOTI opened at $25.29, closed previously at $25.35, and has traded between $25.00 and $26.51 over the past 52 weeks.
About
The Liberty One Tactical Income ETF (LOTI) employs a strategy that marries investments in prominent U.S. dividend-paying companies with flexible allocations to fixed income. Its equity portfolio targets businesses identified by the Adviser as resilient during economic downturns. These companies typically demonstrate consistent demand, predictable revenue streams, and reduced vulnerability to economic fluctuations. They are also often characterized by reliable dividend growth, clear earnings forecasts, and robust cash flow, further supported by inelastic demand and significant customer switching costs. While equity positions are generally equally weighted, their proportion can be adjusted based on evolving market conditions. To diversify, the fund includes fixed income exposure primarily through ETFs and bond funds, investing in corporate and government debt. It dynamically adjusts the credit quality and duration of these holdings, reserving up to 20% of assets for higher-yielding bonds. This comprehensive structure provides the versatility needed to adapt to various market environments, striving to produce income while diligently managing risk across both its stock and bond investments.
Key statistics
Expense ratio
1.04%
Assets (AUM)
$46.9M
Holdings
—
NAV
$25.35
Avg. volume
—
1-year price change
+0.47%
5-year price change
—
Price change excludes dividends.
Top 10 holdings
These 10 are 52.4% of the fund.
Where the money is invested
Countries
How to buy LOTI from India
Indian residents can buy LOTI units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.
Search LOTI and buy
Find the fund by its ticker, LOTI, on NASDAQ, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Read the full guide: how to invest in LOTI from India
Trading and taxes when buying LOTI from India
Trading and limits
- Trading hours
- 9:30 am – 4:00 pm ET
- LRS limit
- $250,000Per financial year, under the RBI's Liberalised Remittance Scheme.
Tax for Indian residents
- TCS on remittance
- 20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
- Capital gains in India
- 12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
- Dividends
- Slab rateIt pays the dividends from its holdings out to you in cash, and dividends are taxed at your slab rate in India. The US withholds tax on dividends paid to Indian residents at the treaty rate; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit in India.Dividend tax explained
- US estate tax
- May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator
Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.
FAQs
What is the LOTI price today?
Liberty One Tactical ETF (LOTI) last traded at $25.35 on NASDAQ, as of 29 Sep 2026, 4:00 PM ET. That is ₹2,435 a unit at the 28 Sep 2026 USD/INR rate.
When does LOTI trade, in Indian time?
NASDAQ trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.
How big is LOTI, and what does it cost to hold?
Liberty One Tactical ETF manages about $46.9M. Its expense ratio is 1.04% a year, deducted inside the fund. It launched in 2025.
What are LOTI's largest holdings?
The top three are JPMorgan Income ETF USD Class (7.7%), Eaton Vance Short Duration Income ETF USD Class (6.7%) and TCW Flexible Income ETF USD Class (6.6%). LOTI's 10 largest positions make up 52.4% of the fund.
Does LOTI pay dividends?
Yes. LOTI is a distributing fund and pays the dividends from its holdings out in cash. In India they are taxed at your slab rate. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India.
How are gains on LOTI taxed in India?
Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.
Can I buy fractional units of LOTI?
Yes. You can buy LOTI by amount rather than by whole unit, and there is no minimum trade size.
How has LOTI performed?
LOTI's price is up 0.5% over the past year. These figures are price change only and exclude dividends; past performance does not guarantee future returns.