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XETRA · ETF

Invest in 18M2 ETF from India

Indian and foreign residents can buy Amundi MSCI EMU High Dividend UCITS ETF (18M2) units directly through Paasa.

By Paasa · Updated

18M2 at a glance

Price
€213.55+€0.85 (0.40%)
Expense ratio
0.3%
Day range
€213.30 – €214.25
Assets
€388.6M
Domicile
France
Holdings
—
Launched
2009
Dividends
Accumulating
1 month
-1.20%
6 months
+12.02%
YTD
+13.09%
1 year
+21.58%
5 years
+61.54%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1AXA SACS.PA5.3%
  2. 2DHL GROUP (XETRA)DHL.DE5.1%
  3. 3CAIXABANK SACABK.MC5.0%
  4. 4ALLIANZ SE-REGALV.DE4.5%
  5. 5REPSOL SAREP.MC4.3%
  6. 6MUENCHENER RUECKVER AG-REGMUV2.DE4.2%
  7. 7TOTALENERGIES SE PARISTTE.PA4.1%
  8. 8SANOFI - PARISSAN.PA4.1%
  9. 9ENEL SPAENEL.MI3.9%
  10. 10VINCI SA (PARIS)DG.PA3.8%

These 10 are 44.4% of the fund.

Where the money is invested

Sectors

  • Financial Services42.3%
  • Industrials13.3%
  • Utilities10.8%
  • Energy8.7%
  • Consumer Cyclical7.4%
  • Consumer Defensive5.2%

Countries

  • France30.0%
  • Germany23.0%
  • Italy13.5%
  • Spain11.7%
  • Netherlands8.7%
  • Finland3.1%

How to invest in 18M2 from India

  1. 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.

  2. 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.

  3. Step 3

    Search 18M2 and buy

    Find the fund by its ticker, 18M2, on XETRA, and place your order.

Why invest in 18M2 from India

What 18M2 holds

The Amundi MSCI EMU High Dividend UCITS ETF Acc endeavors to precisely replicate the performance of the MSCI EMU High Dividend Yield Net Total Return Local Index (the Index), whether markets are rising or falling. A primary goal is also to keep any divergence between the Sub-Fund's net asset value and the Index's performance to a minimum.

Dividends reinvested for you

Dividends from 18M2's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

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.

Frequently asked questions

Can I buy 18M2 from India?

Yes. Indian residents can buy Amundi MSCI EMU High Dividend UCITS ETF (18M2) 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 18M2 invest in?

Its largest holdings are AXA SA (5.3%), DHL GROUP (XETRA) (5.1%) and CAIXABANK SA (5.0%). Financial Services is its largest sector at 42.3%. It is an accumulating fund domiciled in France.

What is the expense ratio of 18M2?

Amundi MSCI EMU High Dividend UCITS ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about €388.6M.

Does 18M2 pay dividends?

No. Amundi MSCI EMU High Dividend UCITS ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

What tax do I pay in India when I sell 18M2?

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.

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