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London Stock Exchange ETF segment · ETF

Invest in CACX ETF from India

Indian and foreign residents can buy Amundi CAC 40 UCITS ETF (CACX) units directly through Paasa.

By Paasa · Updated

CACX at a glance

Price
£69.78-£0.51 (0.72%)
Expense ratio
0.25%
Day range
£69.78 – £70.41
Assets
£3.6B
Domicile
France
Holdings
48
Launched
2019
Dividends
Distributing
1 month
-3.98%
6 months
+5.79%
YTD
-0.70%
1 year
+0.20%
5 years
+24.88%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1SCHNEIDER ELECT SE9.4%
  2. 2TOTALENERGIES SE PARIS9.1%
  3. 3AIRBUS SE PARIS6.4%
  4. 4SAFRAN SA5.9%
  5. 5BNP PARIBAS5.8%
  6. 6LVMH MOET HENNESSY LOUIS VUI5.5%
  7. 7AIR LIQUIDE PRIME FIDELITE4.9%
  8. 8SANOFI - PARIS4.6%
  9. 9AXA SA4.4%
  10. 10L OREAL PRIME FIDELITE4.2%

CACX holds 48 securities in total. These 10 are 60.0% of the fund.

Where the money is invested

Sectors

  • Industrials36.0%
  • Financial Services16.4%
  • Consumer Cyclical14.0%
  • Energy9.4%
  • Healthcare9.1%
  • Consumer Defensive4.8%

Countries

  • France88.8%
  • Netherlands7.5%
  • Luxembourg2.0%
  • Switzerland1.6%
  • Other0.2%

Similar funds

FundExpense ratioAssets
DX2GXETRAXtrackers CAC 40 UCITS ETF 1D0.2%125.6M

Assets are shown in each fund's own reporting currency.

How to invest in CACX 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 GBP when you buy.

  3. Step 3

    Search CACX and buy

    Find the fund by its ticker, CACX, on the London Stock Exchange ETF segment, and place your order.

Why invest in CACX from India

What CACX holds

The Sub-funds investment objective is to replicate the performance, whether positive or negative, of the CAC 40 GROSS TOTAL RETURN (with gross dividends reinvested) index (the Benchmark Index), denominated in euros, while minimising the tracking error between its performance and that of its Benchmark Index.

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.

Frequently asked questions

Can I buy CACX from India?

Yes. Indian residents can buy Amundi CAC 40 UCITS ETF (CACX) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. 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 CACX invest in?

Amundi CAC 40 UCITS ETF holds 48 securities. Its largest holdings are SCHNEIDER ELECT SE (9.4%), TOTALENERGIES SE PARIS (9.1%) and AIRBUS SE PARIS (6.4%). Industrials is its largest sector at 36.0%. It is a distributing fund domiciled in France.

What is the expense ratio of CACX?

Amundi CAC 40 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 £3.6B.

How are CACX dividends taxed in India?

Amundi CAC 40 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 CACX?

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 GBP/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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