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NYSE Arca · ETF

Invest in AVUV ETF from India

Indian and foreign residents can buy Avantis U.S. Small Value ETF (AVUV) units directly through Paasa.

By Paasa · Updated

AVUV at a glance

Price
$118.78-$0.77 (0.64%)
Expense ratio
0.25%
Day range
$118.31 – $119.59
Assets
$30.4B
Domicile
the US
Holdings
796
Launched
2019
Dividends
Accumulating
1 month
-5.41%
6 months
+8.74%
YTD
+15.42%
1 year
+19.02%
5 years
+57.10%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1MATSON INC COMMON STOCK1.1%
  2. 2GATX CORP COMMON STOCK USD.6250.9%
  3. 3LANTHEUS HOLDINGS INC COMMON STOCK USD.010.8%
  4. 4ABERCROMBIE + FITCH CO CL A COMMON STOCK USD.010.8%
  5. 5MACY S INC COMMON STOCK USD.010.8%
  6. 6SM ENERGY CO COMMON STOCK USD.010.8%
  7. 7VIASAT INC COMMON STOCK USD.00010.8%
  8. 8SKYWEST INC COMMON STOCK0.8%
  9. 9LEAR CORP COMMON STOCK USD.010.7%
  10. 10CABOT CORP COMMON STOCK USD1.00.7%

AVUV holds 796 securities in total. These 10 are 8.2% of the fund.

Where the money is invested

Sectors

  • Financial Services27.6%
  • Consumer Cyclical18.8%
  • Energy16.8%
  • Industrials12.0%
  • Technology6.2%
  • Consumer Defensive5.5%

Countries

  • United States93.0%
  • Bermuda4.0%
  • United Kingdom0.8%
  • Switzerland0.5%
  • Monaco0.4%
  • Puerto Rico0.3%

How to invest in AVUV 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 AVUV and buy

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

What AVUV holds

This ETF allocates capital across a broad spectrum of small-capitalization companies within the U.S. market. Its core strategy seeks to enhance expected returns by identifying firms with robust profitability that are trading at what Avantis considers attractive, low valuations.

Dividends reinvested for you

Dividends from AVUV'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

AVUV 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 AVUV 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 AVUV from India?

Yes. Indian residents can buy Avantis U.S. Small Value ETF (AVUV) 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 AVUV invest in?

Avantis U.S. Small Value ETF holds 796 securities. Its largest holdings are MATSON INC COMMON STOCK (1.1%), GATX CORP COMMON STOCK USD.625 (0.9%) and LANTHEUS HOLDINGS INC COMMON STOCK USD.01 (0.8%). Financial Services is its largest sector at 27.6%. It is an accumulating fund domiciled in the US.

What is the expense ratio of AVUV?

Avantis U.S. Small Value ETF has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about $30.4B.

Does AVUV pay dividends?

No. Avantis U.S. 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 AVUV?

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 AVUV unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $118.78, and there is no minimum trade size.

What happens to my AVUV 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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