NASDAQ · ETF
Invest in BRTR ETF from India
Indian and foreign residents can buy iShares Total Return Active ETF (BRTR) units directly through Paasa.
By Paasa · Updated
BRTR at a glance
- Price
- $48.01-$0.10 (0.21%)
- Expense ratio
- 0.41%
- Day range
- $47.91 – $48.10
- Assets
- $852.5M
- Domicile
- the US
- Holdings
- 2,844
- Launched
- 2023
- Dividends
- Distributing
- 1 month
- +0.17%
- 6 months
- -4.15%
- YTD
- -5.64%
- 1 year
- -5.70%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1UMBS 30YR TBA(REG A) 5.50% 12/10/2026 (UM30)5.7%
- 2TREASURY BOND 4.00% 11/15/2052 (TBOND)3.9%
- 3TREASURY BOND 4.75% 11/15/2043 (TBOND)3.5%
- 4BLACKROCK CASH CL INST SL AGENCY2.9%
- 5UMBS 30YR TBA(REG A) 5.50% 01/14/2027 (UM30)2.8%
- 6UMBS 30YR TBA(REG A) 3.50% 12/10/2026 (UM30)2.8%
- 7iShares Flexible Income Active ETF2.0%
- 8TREASURY BOND 5.00% 05/15/2045 (TBOND)1.6%
- 9UMBS 30YR TBA(REG A) 3.00% 12/10/2026 (UM30)1.5%
- 10TREASURY NOTE 3.63% 08/31/2030 (TNOTE)1.4%
BRTR holds 2,844 securities in total. These 10 are 28.2% of the fund.
Where the money is invested
Sectors
- Agency Residential Mortgages27.8%
- US Treasuries26.1%
- US Investment Grade Credit17.3%
- Commercial Mortgages8.0%
- Non-Agency Mortgages7.8%
- CLO Securities4.8%
Countries
- United States87.9%
- Cayman Islands3.3%
- Other2.6%
- United Kingdom1.0%
- Canada0.5%
- Mexico0.5%
How to invest in BRTR 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 BRTR and buy
Find the fund by its ticker, BRTR, 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 BRTR from India
What BRTR holds
BRTR aims to outperform the Bloomberg U.S. Aggregate Bond Index by investing more than 90% of its assets in government and corporate fixed income securities of any duration or maturity. While it sets caps of 30% for non-US and 20% emerging market securities, the fund sets no limit to USD-denominated issuers from developed markets.
Hold a dollar asset
BRTR 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 BRTR 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 BRTR from India?
Yes. Indian residents can buy iShares Total Return Active ETF (BRTR) 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 BRTR invest in?
iShares Total Return Active ETF holds 2,844 securities. Its largest holdings are UMBS 30YR TBA(REG A) 5.50% 12/10/2026 (UM30) (5.7%), TREASURY BOND 4.00% 11/15/2052 (TBOND) (3.9%) and TREASURY BOND 4.75% 11/15/2043 (TBOND) (3.5%). Agency Residential Mortgages is its largest sector at 27.8%. It is a distributing fund domiciled in the US.
What is the expense ratio of BRTR?
iShares Total Return Active ETF has an expense ratio of 0.41% a year, taken from the fund's assets rather than billed to you. The fund manages about $852.5M.
How are BRTR dividends taxed in India?
iShares Total Return Active 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 BRTR?
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 BRTR unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $48.01, and there is no minimum trade size.
What happens to my BRTR 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.