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NASDAQ · ETF

Invest in BDVL ETF from India

Indian and foreign residents can buy iShares Disciplined Volatility Equity Active ETF (BDVL) units directly through Paasa.

By Paasa · Updated

BDVL at a glance

Price
$26.12-$0.08 (0.29%)
Expense ratio
0.4%
Day range
$26.11 – $26.25
Assets
$1.7B
Domicile
the US
Holdings
513
Launched
2017
Dividends
Distributing
1 month
-2.21%
6 months
+5.96%
YTD
+4.94%
1 year
+4.48%
5 years
—

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1USD CASH4.1%
  2. 2ISHARES MSCI INDIA ETF2.5%
  3. 3ASML HOLDING1.8%
  4. 4MICROSOFT1.6%
  5. 5MASTERCARD CLASS A1.5%
  6. 6AMAZON.COM INC1.4%
  7. 7INTEL CORPORATION1.3%
  8. 8SOUTHERN1.3%
  9. 9ALPHABET CLASS C1.2%
  10. 10TAIWAN SEMICONDUCTOR MANUFACTURING1.2%

BDVL holds 513 securities in total. These 10 are 17.9% of the fund.

Where the money is invested

Sectors

  • Consumer Cyclical24.5%
  • Industrials21.3%
  • Basic Materials14.2%
  • Consumer Defensive9.7%
  • Technology9.2%
  • Financial Services8.0%

Countries

  • United States65.6%
  • Japan8.2%
  • China4.6%
  • Taiwan (Province of China)3.5%
  • Netherlands3.0%
  • Germany2.0%

How to invest in BDVL 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 BDVL and buy

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

What BDVL holds

This actively managed fund aims to deliver comprehensive investment returns by balancing potential gains with a careful consideration of associated risks.

Hold a dollar asset

BDVL 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 BDVL 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 BDVL from India?

Yes. Indian residents can buy iShares Disciplined Volatility Equity Active ETF (BDVL) 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 BDVL invest in?

iShares Disciplined Volatility Equity Active ETF holds 513 securities. Its largest holdings are USD CASH (4.1%), ISHARES MSCI INDIA ETF (2.5%) and ASML HOLDING (1.8%). Consumer Cyclical is its largest sector at 24.5%. It is a distributing fund domiciled in the US.

What is the expense ratio of BDVL?

iShares Disciplined Volatility Equity Active ETF has an expense ratio of 0.4% a year, taken from the fund's assets rather than billed to you. The fund manages about $1.7B.

How are BDVL dividends taxed in India?

iShares Disciplined Volatility Equity Active ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India. 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 BDVL?

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 BDVL unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $26.12, and there is no minimum trade size.

What happens to my BDVL 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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