NYSE Arca · ETF
Invest in CGBL ETF from India
Indian and foreign residents can buy Capital Group Core Balanced ETF (CGBL) units directly through Paasa.
By Paasa · Updated
CGBL at a glance
- Price
- $37.17+$0.05 (0.13%)
- Expense ratio
- 0.33%
- Day range
- $37.06 – $37.21
- Assets
- $7.7B
- Domicile
- the US
- Holdings
- 74
- Launched
- 2023
- Dividends
- Distributing
- 1 month
- -2.67%
- 6 months
- +9.91%
- YTD
- +4.70%
- 1 year
- +6.57%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME22.9%
- 2CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND15.4%
- 3BROADCOM INC COMMON STOCK4.3%
- 4TAIWAN SEMICONDUCTOR SP ADR ADR3.1%
- 5ALPHABET INC CL C COMMON STOCK USD.0012.9%
- 6MICROSOFT CORP COMMON STOCK USD.000006252.4%
- 7APPLE INC COMMON STOCK USD.000012.3%
- 8PHILIP MORRIS INTERNATIONAL COMMON STOCK2.3%
- 9MICRON TECHNOLOGY INC COMMON STOCK USD.11.6%
- 10CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M1.5%
CGBL holds 74 securities in total. These 10 are 58.7% of the fund.
Where the money is invested
Sectors
- Technology30.6%
- Industrials13.4%
- Financial Services13.0%
- Healthcare9.7%
- Basic Materials8.8%
- Consumer Cyclical8.4%
Countries
- United States90.2%
- Canada4.7%
- Taiwan (Province of China)3.1%
- Ireland0.7%
- Netherlands0.5%
- Switzerland0.4%
How to invest in CGBL 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 CGBL and buy
Find the fund by its ticker, CGBL, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Why invest in CGBL from India
What CGBL holds
The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term.
Hold a dollar asset
CGBL 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 CGBL 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 CGBL from India?
Yes. Indian residents can buy Capital Group Core Balanced ETF (CGBL) through Paasa. It is listed on NYSE Arca 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 CGBL invest in?
Capital Group Core Balanced ETF holds 74 securities. Its largest holdings are CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME (22.9%), CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND (15.4%) and BROADCOM INC COMMON STOCK (4.3%). Technology is its largest sector at 30.6%. It is a distributing fund domiciled in the US.
What is the expense ratio of CGBL?
Capital Group Core Balanced ETF has an expense ratio of 0.33% a year, taken from the fund's assets rather than billed to you. The fund manages about $7.7B.
How are CGBL dividends taxed in India?
Capital Group Core Balanced ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India. 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 CGBL?
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 CGBL unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $37.17, and there is no minimum trade size.
What happens to my CGBL 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.