NASDAQ · ETF
Invest in BSVO ETF from India
Indian and foreign residents can buy EA Bridgeway Omni Small- Value ETF (BSVO) units directly through Paasa.
By Paasa · Updated
BSVO at a glance
- Price
- $28.53+$0.06 (0.21%)
- Expense ratio
- 0.45%
- Day range
- $28.41 – $28.67
- Assets
- $2.4B
- Domicile
- the US
- Holdings
- —
- Launched
- 2010
- Dividends
- Accumulating
- 1 month
- -3.08%
- 6 months
- +12.52%
- YTD
- +21.37%
- 1 year
- +25.98%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1Victoria's Secret & CoVSXY0.9%
- 2International Seaways IncINSW0.9%
- 3Viasat IncVSAT0.8%
- 4Scorpio Tankers IncSTNG0.8%
- 5Helmerich & Payne IncHP0.8%
- 6Par Pacific Holdings IncPARR0.8%
- 7Signet Jewelers LtdSIG0.8%
- 8Patterson-UTI Energy IncPTEN0.7%
- 9Bread Financial Holdings IncBFH0.7%
- 10Crescent Energy CoCRGY0.7%
These 10 are 8.0% of the fund.
Where the money is invested
Sectors
- Financial Services34.2%
- Consumer Cyclical15.2%
- Industrials14.9%
- Energy12.7%
- Technology5.4%
- Consumer Defensive5.2%
Countries
- United States89.9%
- Bermuda5.1%
- Monaco1.4%
- United Kingdom1.0%
- Brazil0.8%
- Puerto Rico0.4%
How to invest in BSVO 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 BSVO and buy
Find the fund by its ticker, BSVO, 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 BSVO from India
What BSVO holds
The fund aims to fulfill its investment objectives by primarily allocating capital to a diverse range of small-capitalization companies, which its Sub-Adviser identifies as value stocks. Typically, a minimum of 80% of the fund's net assets (along with any borrowed capital utilized for investment) will be committed to equity or equity-related securities, such as common stocks, of small-cap firms at the time they are acquired.
Dividends reinvested for you
Dividends from BSVO'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
BSVO 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 BSVO 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 BSVO from India?
Yes. Indian residents can buy EA Bridgeway Omni Small- Value ETF (BSVO) 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 BSVO invest in?
Its largest holdings are Victoria's Secret & Co (0.9%), International Seaways Inc (0.9%) and Viasat Inc (0.8%). Financial Services is its largest sector at 34.2%. It is an accumulating fund domiciled in the US.
What is the expense ratio of BSVO?
EA Bridgeway Omni Small- Value ETF has an expense ratio of 0.45% a year, taken from the fund's assets rather than billed to you. The fund manages about $2.4B.
Does BSVO pay dividends?
No. EA Bridgeway Omni 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 BSVO?
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 BSVO unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $28.53, and there is no minimum trade size.
What happens to my BSVO 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.