XETRA · ETF
Invest in EXSD ETF from India
Indian and foreign residents can buy iShares STOXX Europe Mid 200 UCITS ETF DE (EXSD) units directly through Paasa.
By Paasa · Updated
EXSD at a glance
- Price
- €66.14+€0.11 (0.17%)
- Expense ratio
- 0.2%
- Day range
- €66.12 – €66.52
- Assets
- €592.6M
- Domicile
- Germany
- Holdings
- 200
- Launched
- 2005
- Dividends
- Distributing
- 1 month
- -3.47%
- 6 months
- +7.90%
- YTD
- +9.36%
- 1 year
- +15.07%
- 5 years
- +16.81%
Price change, excluding dividends.
Top 10 holdings
- 1BANCO BPMBAMI.MI1.0%
- 2NESTENESTE.HE0.9%
- 3NATURGY ENERGY GROUP SANTGY.MC0.9%
- 4ALFA LAVALALFA.ST0.9%
- 5NATIONAL BANK OF GREECEETE.AT0.9%
- 6EDP ENERGIAS DE PORTUGALEDP.LS0.9%
- 7BAWAG GROUP AGBG.VI0.8%
- 8SEGRO REIT PLCSGRO.L0.8%
- 9FINECOBANK BANCA FINECOFBK.MI0.8%
- 10KUEHNE UND NAGEL INTERNATIONAL AGKNIN.SW0.8%
EXSD holds 200 securities in total. These 10 are 8.8% of the fund.
Where the money is invested
Sectors
- Industrials23.5%
- Financial Services20.8%
- Consumer Cyclical11.0%
- Utilities8.5%
- Consumer Defensive7.6%
- Healthcare6.7%
Countries
- United Kingdom20.9%
- France9.3%
- Germany8.6%
- Sweden8.5%
- Italy7.5%
- Switzerland6.8%
How to invest in EXSD 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 EXSD and buy
Find the fund by its ticker, EXSD, on XETRA, and place your order.
Why invest in EXSD from India
What EXSD holds
The investment objective of this fund is to mirror the performance of an index featuring the 200 medium-sized companies selected from the broader STOXX Europe 600 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 EXSD from India?
Yes. Indian residents can buy iShares STOXX Europe Mid 200 UCITS ETF DE (EXSD) 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 EXSD invest in?
iShares STOXX Europe Mid 200 UCITS ETF DE holds 200 securities. Its largest holdings are BANCO BPM (1.0%), NESTE (0.9%) and NATURGY ENERGY GROUP SA (0.9%). Industrials is its largest sector at 23.5%. It is a distributing fund domiciled in Germany.
What is the expense ratio of EXSD?
iShares STOXX Europe Mid 200 UCITS ETF DE has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €592.6M.
How are EXSD dividends taxed in India?
iShares STOXX Europe Mid 200 UCITS ETF DE 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 EXSD?
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.