XETRA · UCITS ETF
Invest in C005 ETF from India
Indian and foreign residents can buy Amundi SDAX UCITS ETF (C005) units directly through Paasa.
By Paasa · Updated
C005 at a glance
- Price
- €142.60+€0.70 (0.49%)
- Expense ratio
- 0.7%
- Day range
- €141.76 – €142.60
- Assets
- €161.2M
- Domicile
- Luxembourg
- Holdings
- 73
- Launched
- 2023
- Dividends
- Distributing
- 1 month
- -2.64%
- 6 months
- +12.67%
- YTD
- +7.44%
- 1 year
- +7.64%
- 5 years
- -0.25%
Price change, excluding dividends.
Top 10 holdings
- 1SMA SOLAR TECHNOLOGY AG3.4%
- 2ALZCHEM GROUP AG3.0%
- 3BEFESA SA3.0%
- 4JUNGHEINRICH NON VTG PRF DM502.9%
- 5CARL ZEISS MEDITEC AG2.9%
- 6REDCARE PHARMACY NV2.9%
- 7DRAEGERWERK PFD2.7%
- 8JOST WERKE SE2.5%
- 9HUGO BOSS AG ORD2.5%
- 10SAF-HOLLAND SE2.5%
C005 holds 73 securities in total. These 10 are 28.4% of the fund.
Where the money is invested
Sectors
- Industrials24.5%
- Consumer Cyclical16.3%
- Technology14.9%
- Healthcare13.4%
- Basic Materials6.8%
- Financial Services6.1%
Countries
- Germany87.6%
- Luxembourg5.6%
- Austria2.5%
- Netherlands2.5%
- Bulgaria1.3%
- Other0.5%
How to invest in C005 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, and Interactive Brokers converts the dollars to EUR when you buy.
Step 3
Search C005 and buy
Find the fund by its ticker, C005, on XETRA, and place your order.
Why invest in C005 from India
What C005 holds
This Amundi UCITS-compliant Exchange Traded Fund (ETF) aims to replicate the performance of the Deutsche Borse SDAX Performance Index (XETRA). The SDAX Total Return Index, which serves as its benchmark, tracks 70 smaller German companies, often referred to as Small Caps.
Outside US estate tax
C005 is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
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.
Why C005's UCITS structure matters for Indian investors
C005 is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy C005 from India?
Yes. Indian residents can buy Amundi SDAX UCITS ETF (C005) through Paasa. It is listed on XETRA and trades in EUR. 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 C005 invest in?
Amundi SDAX UCITS ETF holds 73 securities. Its largest holdings are SMA SOLAR TECHNOLOGY AG (3.4%), ALZCHEM GROUP AG (3.0%) and BEFESA SA (3.0%). Industrials is its largest sector at 24.5%. It is a distributing fund domiciled in Luxembourg.
What is the expense ratio of C005?
Amundi SDAX UCITS ETF has an expense ratio of 0.7% a year, taken from the fund's assets rather than billed to you. The fund manages about €161.2M.
Is C005 a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi SDAX UCITS ETF is a UCITS fund domiciled in Luxembourg. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
How are C005 dividends taxed in India?
Amundi SDAX UCITS 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 C005?
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 EUR/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.