XETRA · UCITS ETF
Invest in 10AJ ETF from India
Indian and foreign residents can buy Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D (10AJ) units directly through Paasa.
By Paasa · Updated
10AJ at a glance
- Price
- €53.84+€0.17 (0.32%)
- Expense ratio
- 0.24%
- Day range
- €53.84 – €54.16
- Assets
- €776.1M
- Domicile
- Luxembourg
- Holdings
- 363
- Launched
- 2017
- Dividends
- Distributing
- 1 month
- -4.27%
- 6 months
- +4.85%
- YTD
- +6.61%
- 1 year
- +3.82%
- 5 years
- -9.42%
Price change, excluding dividends.
Top 10 holdings
- 1WELLTOWER INCWELL8.7%
- 2PROLOGIS INCPLD6.5%
- 3EQUINIX INCEQIX5.3%
- 4DIGITAL REALTY TRUSTDLR3.5%
- 5SIMON PROPERTY GROUP INCSPG3.4%
- 6REALTY INCOME CORPO2.7%
- 7PUBLIC STORAGEPSA2.5%
- 8VIVMARK RESIDENTIALEQR2.4%
- 9VENTAS INCVTR2.3%
- 10GOODMAN GROUPGMG.AX1.9%
10AJ holds 363 securities in total. These 10 are 39.0% of the fund.
Where the money is invested
Sectors
- Real Estate99.6%
- Technology0.4%
- Consumer Cyclical0.0%
Countries
- United States65.8%
- Japan8.1%
- Australia5.4%
- United Kingdom3.3%
- Singapore3.0%
- Hong Kong2.7%
How to invest in 10AJ from India
Step 1
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.
Step 2
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, and Interactive Brokers converts the dollars to EUR when you buy.
Step 3
Search 10AJ and buy
Find the fund by its ticker, 10AJ, on XETRA, and place your order.
Why invest in 10AJ from India
What 10AJ holds
The Amundi FTSE EPRA NAREIT Global UCITS ETF Dist is designed to replicate the investment performance of the FTSE EPRA/NAREIT Developed Index Net TRI EUR with the highest possible accuracy, irrespective of market trends. A primary goal is to keep the discrepancy, or "tracking error," between the fund's net asset value and the index's returns to an absolute minimum.
Outside US estate tax
10AJ is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Why 10AJ's UCITS structure matters for Indian investors
10AJ is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy 10AJ from India?
Yes. Indian residents can buy Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D (10AJ) through Paasa. It is listed on XETRA and trades in EUR. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does 10AJ invest in?
Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D holds 363 securities. Its largest holdings are WELLTOWER INC (8.7%), PROLOGIS INC (6.5%) and EQUINIX INC (5.3%). Technology is its largest sector at 0.4%. It is a distributing fund domiciled in Luxembourg.
What is the expense ratio of 10AJ?
Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D has an expense ratio of 0.24% a year, taken from the fund's assets rather than billed to you. The fund manages about €776.1M.
Is 10AJ a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D is a UCITS fund domiciled in Luxembourg. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
How are 10AJ dividends taxed in India?
Amundi Index Solutions - Amundi FTSE EPRA NAREIT Global UCITS ETF DR D is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell 10AJ?
In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the EUR/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.