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XETRA · UCITS ETF

Invest in C007 ETF from India

Indian and foreign residents can buy Amundi Index Solutions - MDAX ESG UCITS ETF (C007) units directly through Paasa.

By Paasa · Updated

C007 at a glance

Price
€25.71+€0.18 (0.69%)
Expense ratio
0.3%
Day range
€25.58 – €25.79
Assets
€183.7M
Domicile
Luxembourg
Holdings
42
Launched
2023
Dividends
Distributing
1 month
-4.95%
6 months
+8.07%
YTD
+1.62%
1 year
+6.28%
5 years
-16.36%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1DEUTSCHE LUFTHANSA NOMINATIVE6.0%
  2. 2TALANX AG5.9%
  3. 3KNORR-BREME AG5.8%
  4. 4SARTORIUS PFD5.3%
  5. 5EVONIK INDUSTRIES AG4.2%
  6. 6DR ING HC F PORSCHE AG4.1%
  7. 7NORDEX SE4.1%
  8. 8AIXTRON SE3.2%
  9. 9PORSCHE AUTOMOBIL HLDG-PFD3.2%
  10. 10DELIVERY HERO3.1%

C007 holds 42 securities in total. These 10 are 45.1% of the fund.

Where the money is invested

Sectors

  • Industrials24.4%
  • Consumer Cyclical24.3%
  • Technology13.8%
  • Basic Materials11.5%
  • Financial Services10.4%
  • Real Estate5.9%

Countries

  • Germany95.2%
  • United States3.2%
  • Luxembourg1.0%
  • Other0.5%

How to invest in C007 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, and Interactive Brokers converts the dollars to EUR when you buy.

  3. Step 3

    Search C007 and buy

    Find the fund by its ticker, C007, on XETRA, and place your order.

Why invest in C007 from India

What C007 holds

The Amundi MDAX ESG UCITS ETF Dist endeavors to replicate the performance of the MDAX ESG+ (NR) EUR index (referred to as the "Index") with high fidelity, irrespective of its upward or downward movement. A key objective is to minimize any deviation between the fund's net asset value and the Index's returns.

Outside US estate tax

C007 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 C007's UCITS structure matters for Indian investors

C007 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.

See UCITS options

Frequently asked questions

Can I buy C007 from India?

Yes. Indian residents can buy Amundi Index Solutions - MDAX ESG UCITS ETF (C007) 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 C007 invest in?

Amundi Index Solutions - MDAX ESG UCITS ETF holds 42 securities. Its largest holdings are DEUTSCHE LUFTHANSA NOMINATIVE (6.0%), TALANX AG (5.9%) and KNORR-BREME AG (5.8%). Industrials is its largest sector at 24.4%. It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of C007?

Amundi Index Solutions - MDAX ESG UCITS ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about €183.7M.

Is C007 a UCITS ETF, and why does that matter for Indian investors?

Yes. Amundi Index Solutions - MDAX ESG 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 C007 dividends taxed in India?

Amundi Index Solutions - MDAX ESG 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 C007?

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.

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