Paasa Logo

NYSE Arca · ETF

Invest in AVDV ETF from India

Indian and foreign residents can buy Avantis International Small Value ETF (AVDV) units directly through Paasa.

By Paasa · Updated

AVDV at a glance

Price
$109.38+$0.02 (0.02%)
Expense ratio
0.36%
Day range
$109.20 – $110.50
Assets
$20.3B
Domicile
the US
Holdings
1,715
Launched
2019
Dividends
Accumulating
1 month
-2.70%
6 months
+13.23%
YTD
+15.82%
1 year
+22.86%
5 years
+69.29%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1AUSTRIA TECHNOLOGIE + SYSTEM COMMON STOCK1.4%
  2. 2SSC GOVERNMENT MM GVMXX1.0%
  3. 3PERSEUS MINING LTD COMMON STOCK0.7%
  4. 4LION FINANCE GROUP PLC COMMON STOCK GBP.010.6%
  5. 5WHITBREAD PLC COMMON STOCK GBP.7679740.6%
  6. 6B2GOLD CORP COMMON STOCK0.6%
  7. 7CLAL INSURANCE ENTERPR HLDGS COMMON STOCK ILS1.00.6%
  8. 8BURBERRY GROUP PLC COMMON STOCK GBP.00050.6%
  9. 9OCEANAGOLD CORP COMMON STOCK0.6%
  10. 10REGIS RESOURCES LTD COMMON STOCK0.6%

AVDV holds 1,715 securities in total. These 10 are 7.2% of the fund.

Where the money is invested

Sectors

  • Basic Materials22.6%
  • Industrials21.4%
  • Consumer Cyclical17.0%
  • Financial Services13.4%
  • Energy9.4%
  • Technology5.3%

Countries

  • Japan32.9%
  • United Kingdom10.8%
  • Canada10.4%
  • Australia9.2%
  • Israel4.4%
  • Sweden4.0%

How to invest in AVDV 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 AVDV and buy

    Find the fund by its ticker, AVDV, 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 AVDV from India

What AVDV holds

The Avantis International Small Cap Value ETF (AVDV) strategically allocates capital to a diverse array of small-capitalization companies operating in developed markets outside the United States. Its core objective is to enhance anticipated returns by concentrating on businesses that are identified as having attractive low valuations alongside superior profitability metrics.

Dividends reinvested for you

Dividends from AVDV'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

AVDV 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 AVDV 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 AVDV from India?

Yes. Indian residents can buy Avantis International Small Value ETF (AVDV) 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 AVDV invest in?

Avantis International Small Value ETF holds 1,715 securities. Its largest holdings are AUSTRIA TECHNOLOGIE + SYSTEM COMMON STOCK (1.4%), SSC GOVERNMENT MM GVMXX (1.0%) and PERSEUS MINING LTD COMMON STOCK (0.7%). Basic Materials is its largest sector at 22.6%. It is an accumulating fund domiciled in the US.

What is the expense ratio of AVDV?

Avantis International Small Value ETF has an expense ratio of 0.36% a year, taken from the fund's assets rather than billed to you. The fund manages about $20.3B.

Does AVDV pay dividends?

No. Avantis International Small 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 AVDV?

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 AVDV unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $109.38, and there is no minimum trade size.

What happens to my AVDV 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.

Share this guide
Get started

Build wealth in dollars, safeguard against rupee depreciation

Book a short call with our team to understand how Paasa can work for you