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NYSE Arca · ETF

Invest in AEMV ETF from India

Indian and foreign residents can buy Harbor AlphaEdge Mid Value ETF (AEMV) units directly through Paasa.

By Paasa · Updated

AEMV at a glance

Price
$19.28+$0.00 (0.00%)
Expense ratio
0.38%
Day range
$19.22 – $19.34
Assets
$1.9M
Domicile
the US
Holdings
—
Launched
2026
Dividends
Accumulating

Live chart and fund data

Top 10 holdings

  1. 1MARATHON PETROLEUM CORP3.8%
  2. 2HOST HOTELS & RESORTS INC3.1%
  3. 3AMERIPRISE FINANCIAL INC3.1%
  4. 4MGIC INVESTMENT CORP3.0%
  5. 5CROWN HOLDINGS INC2.8%
  6. 6SNAP-ON INC2.8%
  7. 7CHEMED CORP2.5%
  8. 8T ROWE PRICE GROUP INC2.4%
  9. 9PHILLIPS 662.4%
  10. 10PRINCIPAL FINANCIAL GROUP2.3%

These 10 are 28.3% of the fund.

Where the money is invested

Countries

  • United States94.0%
  • Ireland2.2%
  • Bermuda1.4%
  • Switzerland1.2%
  • United Kingdom0.7%
  • China0.3%

How to invest in AEMV 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.

  3. Step 3

    Search AEMV and buy

    Find the fund by its ticker, AEMV, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Why invest in AEMV from India

What AEMV holds

Harbor ETF Trust - Harbor AlphaEdge Mid Cap Value ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It invests in public equity markets. The fund invests in stocks of companies across diversified sectors.

Dividends reinvested for you

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

Hold a dollar asset

AEMV is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

Buy a fraction of a unit

Buy by amount, not by unit, and get the matching fraction of one AEMV unit. There is no minimum trade size.

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.

Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.

A UCITS ETF tracking a similar market sits outside US estate tax.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy AEMV from India?

Yes. Indian residents can buy Harbor AlphaEdge Mid Value ETF (AEMV) through Paasa. It is listed on NYSE Arca and trades in US dollars. 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 AEMV invest in?

Its largest holdings are MARATHON PETROLEUM CORP (3.8%), HOST HOTELS & RESORTS INC (3.1%) and AMERIPRISE FINANCIAL INC (3.1%). It is an accumulating fund domiciled in the US.

What is the expense ratio of AEMV?

Harbor AlphaEdge Mid Value ETF has an expense ratio of 0.38% a year, taken from the fund's assets rather than billed to you. The fund manages about $1.9M.

Does AEMV pay dividends?

No. Harbor AlphaEdge Mid Value 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 AEMV?

The US does not levy capital gains tax on shares for Indian residents. 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 USD/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 fraction of one AEMV unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $19.28, and there is no minimum trade size.

What happens to my AEMV units if I pass away?

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.

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