NASDAQ · ETF
Invest in AGZD ETF from India
Indian and foreign residents can buy WisdomTree Interest Rate U.S. Aggregate Bond Fund (AGZD) units directly through Paasa.
By Paasa · Updated
AGZD at a glance
- Price
- $22.53-$0.14 (0.60%)
- Expense ratio
- 0.23%
- Day range
- $22.51 – $22.55
- Assets
- $145.9M
- Domicile
- the US
- Holdings
- 1,677
- Launched
- 2013
- Dividends
- Distributing
- 1 month
- -0.33%
- 6 months
- -0.29%
- YTD
- +0.07%
- 1 year
- +0.51%
- 5 years
- -4.03%
Price change, excluding dividends.
Top 10 holdings
- 1CITI REPO 3.83 0921265.3%
- 2Us Treasury N/B 4.125% 6/30/20280.9%
- 3Us Treasury N/B 4.375% 5/15/20360.6%
- 4FNCL 6 10/23 6%0.5%
- 5FNCL 3 10/140.5%
- 6Us Treasury N/B 4.375% 8/31/20280.5%
- 7US 10YR NOTE (CBT)DEC260.5%
- 8US 5YR NOTE (CBT) DEC260.5%
- 9US Treasury N/B 1.375% 11/15/20310.5%
- 10Us Treasury N/B 4.5% 11/15/20330.5%
AGZD holds 1,677 securities in total. These 10 are 10.1% of the fund.
Where the money is invested
Countries
- United States65.8%
- Other29.7%
- Canada0.8%
- Japan0.6%
- Philippines0.5%
- United Kingdom0.4%
How to invest in AGZD 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 AGZD and buy
Find the fund by its ticker, AGZD, on NASDAQ, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Why invest in AGZD from India
What AGZD holds
This investment vehicle seeks to provide exposure to the Bloomberg U.S. Aggregate Bond Index while proactively addressing interest rate risk. It accomplishes this by utilizing short positions in U.S. Treasury securities.
Hold a dollar asset
AGZD 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 AGZD 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 AGZD from India?
Yes. Indian residents can buy WisdomTree Interest Rate U.S. Aggregate Bond Fund (AGZD) through Paasa. It is listed on NASDAQ 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 AGZD invest in?
WisdomTree Interest Rate U.S. Aggregate Bond Fund holds 1,677 securities. Its largest holdings are CITI REPO 3.83 092126 (5.3%), Us Treasury N/B 4.125% 6/30/2028 (0.9%) and Us Treasury N/B 4.375% 5/15/2036 (0.6%). It is a distributing fund domiciled in the US.
What is the expense ratio of AGZD?
WisdomTree Interest Rate U.S. Aggregate Bond Fund has an expense ratio of 0.23% a year, taken from the fund's assets rather than billed to you. The fund manages about $145.9M.
How are AGZD dividends taxed in India?
WisdomTree Interest Rate U.S. Aggregate Bond Fund 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 AGZD?
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 AGZD unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $22.53, and there is no minimum trade size.
What happens to my AGZD 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.