NYSE Arca · ETF
Invest in AGGH ETF from India
Indian and foreign residents can buy Simplify Aggregate Bond ETF (AGGH) units directly through Paasa.
By Paasa · Updated
AGGH at a glance
- Price
- $19.03-$0.07 (0.37%)
- Expense ratio
- 0.55%
- Day range
- $18.93 – $19.10
- Assets
- $531.6M
- Domicile
- the US
- Holdings
- 19
- Launched
- 2022
- Dividends
- Distributing
- 1 month
- -3.69%
- 6 months
- -5.75%
- YTD
- -8.69%
- 1 year
- -7.40%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1ISHARES CORE US AGGREGATE BOND ETFAGG80.7%
- 2US 10YR NOTE (CBT)DEC2614.1%
- 3IRS R SOFR 12/15/2027 12/15/20376.6%
- 4TII 2 1/8 01/15/35 Govt3.8%
- 5US 5YR NOTE (CBT) DEC261.6%
- 6IRS 4.27554/SOFR 090426 0904311.6%
- 7US Bond Fut Opt Dec26C 1240.0%
- 8US Bond Fut Opt Nov26C 1180.0%
- 9US Bond Fut Opt Nov26C 112—
- 10US Bond Fut Opt Dec26C 111—
AGGH holds 19 securities in total. These 10 are 108.3% of the fund.
Where the money is invested
Sectors
- Financial Services80.7%
Countries
- United States100.3%
How to invest in AGGH 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.
Step 3
Search AGGH and buy
Find the fund by its ticker, AGGH, 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 AGGH from India
What AGGH holds
The Simplify Aggregate Bond ETF (AGGH) is designed with the primary objective of maximizing its total return. This actively managed fund establishes a foundational bond portfolio, aiming to boost its income potential through specialized structural opportunities, including sophisticated option-writing techniques and strategic positioning along the yield curve.
Hold a dollar asset
AGGH 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 AGGH 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.
Frequently asked questions
Can I buy AGGH from India?
Yes. Indian residents can buy Simplify Aggregate Bond ETF (AGGH) 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 AGGH invest in?
Simplify Aggregate Bond ETF holds 19 securities. Its largest holdings are ISHARES CORE US AGGREGATE BOND ETF (80.7%), US 10YR NOTE (CBT)DEC26 (14.1%) and IRS R SOFR 12/15/2027 12/15/2037 (6.6%). Financial Services is its largest sector at 80.7%. It is a distributing fund domiciled in the US.
What is the expense ratio of AGGH?
Simplify Aggregate Bond ETF has an expense ratio of 0.55% a year, taken from the fund's assets rather than billed to you. The fund manages about $531.6M.
How are AGGH dividends taxed in India?
Simplify Aggregate Bond ETF 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 AGGH?
The US does not levy capital gains tax on shares for Indian residents. Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is 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 AGGH unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $19.03, and there is no minimum trade size.
What happens to my AGGH 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.