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XETRA · UCITS ETF

Invest in DX2G ETF from India

Indian and foreign residents can buy Xtrackers CAC 40 UCITS ETF (DX2G) units directly through Paasa.

By Paasa · Updated

DX2G at a glance

Price
€82.42+€0.20 (0.24%)
Expense ratio
0.2%
Day range
€82.24 – €82.42
Assets
€125.2M
Domicile
Luxembourg
Holdings
—
Launched
2008
Dividends
Distributing
1 month
-3.52%
6 months
+5.33%
YTD
-0.75%
1 year
+2.88%
5 years
+21.24%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1SCHNEIDER ELECTRICSU.PA9.4%
  2. 2TOTALENERGIESTTE.PA9.2%
  3. 3AIRBUSAIR.PA6.4%
  4. 4LAIR LIQUIDE SOCIETE ANONYME POURAI.PA6.0%
  5. 5SAFRAN SASAF.PA5.9%
  6. 6BNP PARIBAS SABNP.PA5.8%
  7. 7LVMHMC.PA5.5%
  8. 8LOREAL SAOR.PA5.1%
  9. 9SANOFI SASAN.PA4.6%
  10. 10AXA SACS.PA4.4%

These 10 are 62.1% of the fund.

Where the money is invested

Sectors

  • Industrials31.9%
  • Financial Services14.6%
  • Consumer Cyclical12.4%
  • Consumer Defensive8.5%
  • Energy8.3%
  • Healthcare8.1%

Countries

  • France88.8%
  • Netherlands7.6%
  • Luxembourg2.0%
  • Switzerland1.6%
  • Other0.0%
  • United Kingdom0.0%

Similar funds

FundExpense ratioAssets
CACXLSEAmundi CAC 40 UCITS ETF Dist0.25%3.6B

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

How to invest in DX2G 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 DX2G and buy

    Find the fund by its ticker, DX2G, on XETRA, and place your order.

Why invest in DX2G from India

What DX2G holds

This index is designed to mirror the performance of forty prominent and highly liquid French companies, whose shares are traded in Euros on the Euronext Paris exchange. Constituent weightings are determined by their free-float adjusted market capitalization.

Outside US estate tax

DX2G 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 DX2G's UCITS structure matters for Indian investors

DX2G 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 DX2G from India?

Yes. Indian residents can buy Xtrackers CAC 40 UCITS ETF (DX2G) 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 DX2G invest in?

Its largest holdings are SCHNEIDER ELECTRIC (9.4%), TOTALENERGIES (9.2%) and AIRBUS (6.4%). Industrials is its largest sector at 31.9%. It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of DX2G?

Xtrackers CAC 40 UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €125.2M.

Is DX2G a UCITS ETF, and why does that matter for Indian investors?

Yes. Xtrackers CAC 40 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 DX2G dividends taxed in India?

Xtrackers 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 DX2G?

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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