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XETRA · ETF

Invest in AE50 ETF from India

Indian and foreign residents can buy Amundi Stoxx Europe 50 UCITS ETF (AE50) units directly through Paasa.

By Paasa · Updated

AE50 at a glance

Price
€149.86-€0.98 (0.65%)
Expense ratio
0.15%
Day range
€149.86 – €151.76
Assets
€503.4M
Domicile
France
Holdings
56
Launched
2009
Dividends
Accumulating
1 month
-2.74%
6 months
+11.39%
YTD
+10.55%
1 year
+17.94%
5 years
+74.26%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1MICROSOFT CORP9.3%
  2. 2APPLE INC9.1%
  3. 3NVIDIA CORP8.9%
  4. 4NETFLIX INC USD6.4%
  5. 5ELI LILLY & CO5.2%
  6. 6CONSOLIDATED EDISON INC4.5%
  7. 7ABBVIE INC4.4%
  8. 8AMAZON.COM INC4.4%
  9. 9META PLATFORMS INC-CLASS A4.3%
  10. 10QUALCOMM INC4.3%

AE50 holds 56 securities in total. These 10 are 60.8% of the fund.

Where the money is invested

Sectors

  • Financial Services24.9%
  • Industrials17.8%
  • Healthcare16.1%
  • Technology11.3%
  • Consumer Defensive9.1%
  • Energy7.3%

Countries

  • United States90.7%
  • France9.3%

Similar funds

FundExpense ratioAssets
EL4YXETRADeka STOXX Europe 50 UCITS ETF0.19%193.3M
EUNLSEiShares STOXX Europe 50 UCITS ETF0.35%483.6M

Assets are shown in each fund's own reporting currency.

How to invest in AE50 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 AE50 and buy

    Find the fund by its ticker, AE50, on XETRA, and place your order.

Why invest in AE50 from India

What AE50 holds

This Amundi ETF, known as Stoxx Europe 50 UCITS ETF Acc, endeavors to precisely mirror the performance of the STOXX Europe 50 Net Return EUR Index, whether the market is rising or falling. Its primary goal is to replicate the index's returns as closely as possible while also ensuring the difference between the Sub-Fund's net asset value and the index's performance (tracking error) remains minimal.

Dividends reinvested for you

Dividends from AE50'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 AE50 from India?

Yes. Indian residents can buy Amundi Stoxx Europe 50 UCITS ETF (AE50) 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 AE50 invest in?

Amundi Stoxx Europe 50 UCITS ETF holds 56 securities. Its largest holdings are MICROSOFT CORP (9.3%), APPLE INC (9.1%) and NVIDIA CORP (8.9%). Financial Services is its largest sector at 24.9%. It is an accumulating fund domiciled in France.

What is the expense ratio of AE50?

Amundi Stoxx Europe 50 UCITS ETF has an expense ratio of 0.15% a year, taken from the fund's assets rather than billed to you. The fund manages about €503.4M.

Does AE50 pay dividends?

No. Amundi Stoxx Europe 50 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 AE50?

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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