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Hong Kong Stock Exchange · ETF

Invest in 2827 ETF from India

Indian and foreign residents can buy W.I.S.E. - CSI 300 China Tracker (2827) units directly through Paasa.

By Paasa · Updated

2827 at a glance

Price
HK$45.26+HK$0.28 (0.62%)
Expense ratio
1.03%
Day range
HK$45.12 – HK$45.26
Assets
HK$925.1M
Domicile
Hong Kong
Holdings
—
Launched
2007
Dividends
—
1 month
-5.23%
6 months
+1.89%
YTD
+0.22%
1 year
+3.05%
5 years
-6.83%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Zhongji Innolight Co., Ltd.3.9%
  2. 2Contemporary Amperex Technology Co., Limited3.1%
  3. 3Kweichow Moutai Co., Ltd.3.1%
  4. 4Eoptolink Technology Inc., Ltd.2.4%
  5. 5Ping An Insurance (Group) Company of China, Ltd.2.2%
  6. 6China Merchants Bank Co., Ltd.2.0%
  7. 7Zijin Mining Group Company Limited2.0%
  8. 8WuXi AppTec Co., Ltd.1.6%
  9. 9Midea Group Co., Ltd.1.6%
  10. 10China Yangtze Power Co., Ltd.1.4%

These 10 are 23.3% of the fund.

Where the money is invested

Sectors

  • Financial Services26.2%
  • Technology17.3%
  • Industrials14.7%
  • Consumer Defensive9.8%
  • Consumer Cyclical8.7%
  • Basic Materials7.3%

Countries

  • China99.3%
  • Hong Kong0.7%
  • Other0.1%

How to invest in 2827 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 HKD when you buy.

  3. Step 3

    Search 2827 and buy

    Find the fund by its ticker, 2827, on the Hong Kong Stock Exchange, and place your order. Many Hong Kong listings trade in board lots, so the smallest order is one lot rather than one share.

Why invest in 2827 from India

What 2827 holds

The World Index Shares ETFs - CSI 300 China Tracker is an exchange-traded fund, managed by BOCI - Prudential Asset Management Limited, that invests in the public equity markets of China. It employs a synthetic replication methodology, utilizing derivatives such as A-share access products (AXPs), to gain exposure to large-capitalization companies across diversified sectors.

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 2827 from India?

Yes. Indian residents can buy W.I.S.E. - CSI 300 China Tracker (2827) through Paasa. It is listed on the Hong Kong Stock Exchange and trades in HKD. 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 2827 invest in?

Its largest holdings are Zhongji Innolight Co., Ltd. (3.9%), Contemporary Amperex Technology Co., Limited (3.1%) and Kweichow Moutai Co., Ltd. (3.1%). Financial Services is its largest sector at 26.2%. The fund is domiciled in Hong Kong.

What is the expense ratio of 2827?

W.I.S.E. - CSI 300 China Tracker has an expense ratio of 1.03% a year, taken from the fund's assets rather than billed to you. The fund manages about HK$925.1M.

What tax do I pay in India when I sell 2827?

Hong Kong generally does not levy capital gains tax on non-resident individual investors for HKEX-listed stocks. 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 HKD/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.

Can I buy a single 2827 unit?

Usually more than one, and not a fraction: many Hong Kong listings trade in board lots, so the smallest order is one lot rather than one share. At HK$45.26 a unit, size the order by the lot.

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