XETRA · UCITS ETF
Invest in C030 ETF from India
Indian and foreign residents can buy Amundi DJ Switzerland Titans 30 UCITS ETF (C030) units directly through Paasa.
By Paasa · Updated
C030 at a glance
- Price
- €193.88-€1.74 (0.89%)
- Expense ratio
- 0.25%
- Day range
- €193.88 – €196.60
- Assets
- €216.7M
- Domicile
- Luxembourg
- Holdings
- 36
- Launched
- 2023
- Dividends
- Distributing
- 1 month
- -4.68%
- 6 months
- +9.31%
- YTD
- +4.98%
- 1 year
- +13.12%
- 5 years
- +43.21%
Price change, excluding dividends.
Top 10 holdings
- 1NOVARTIS AG-REG10.7%
- 2NESTLE SA-REG9.8%
- 3ROCHE HOLDING AG - GENUSSS CHF9.7%
- 4ABB LTD-REG9.3%
- 5UBS GROUP AG9.0%
- 6CIE FINANCIERE RICHEMO-A REG7.0%
- 7ZURICH INSURANCE GROUP AG6.6%
- 8SWISS RE AG3.2%
- 9LONZA GROUP AG-REG3.1%
- 10HOLCIM LTD2.6%
C030 holds 36 securities in total. These 10 are 71.1% of the fund.
Where the money is invested
Sectors
- Healthcare31.5%
- Financial Services25.5%
- Industrials14.9%
- Consumer Defensive10.7%
- Consumer Cyclical8.3%
- Basic Materials7.0%
Countries
- Switzerland100.0%
How to invest in C030 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 C030 and buy
Find the fund by its ticker, C030, on XETRA, and place your order.
Why invest in C030 from India
What C030 holds
This Amundi DJ Switzerland Titans 30 UCITS ETF is an exchange-traded fund, compliant with UCITS regulations, that aims to replicate the performance of its benchmark, the Dow Jones Switzerland Titans 30 EUR Total Return Index. The DJ Switzerland Titans 30 Net Total Return Index measures the performance of 30 leading and highly liquid Swiss companies.
Outside US estate tax
C030 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 C030's UCITS structure matters for Indian investors
C030 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 C030 from India?
Yes. Indian residents can buy Amundi DJ Switzerland Titans 30 UCITS ETF (C030) 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 C030 invest in?
Amundi DJ Switzerland Titans 30 UCITS ETF holds 36 securities. Its largest holdings are NOVARTIS AG-REG (10.7%), NESTLE SA-REG (9.8%) and ROCHE HOLDING AG - GENUSSS CHF (9.7%). Healthcare is its largest sector at 31.5%. It is a distributing fund domiciled in Luxembourg.
What is the expense ratio of C030?
Amundi DJ Switzerland Titans 30 UCITS ETF has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about €216.7M.
Is C030 a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi DJ Switzerland Titans 30 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 C030 dividends taxed in India?
Amundi DJ Switzerland Titans 30 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 C030?
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.