XETRA · ETF
Invest in EXV4 ETF from India
Indian and foreign residents can buy iShares STOXX Europe 600 Health Care UCITS ETF DE (EXV4) units directly through Paasa.
By Paasa · Updated
EXV4 at a glance
- Price
- €109.56-€0.34 (0.31%)
- Expense ratio
- 0.46%
- Day range
- €109.54 – €111.02
- Assets
- €701.3M
- Domicile
- Germany
- Holdings
- 46
- Launched
- 2001
- Dividends
- Distributing
- 1 month
- -3.84%
- 6 months
- -1.60%
- YTD
- -3.93%
- 1 year
- +6.60%
- 5 years
- +10.27%
Price change, excluding dividends.
Top 10 holdings
- 1ROCHE PS PAR AG16.2%
- 2NOVARTIS AG14.9%
- 3ASTRAZENECA PLC13.8%
- 4NOVO NORDISK CLASS B6.6%
- 5GLAXOSMITHKLINE5.4%
- 6SANOFI SA4.9%
- 7ARGENX3.2%
- 8BAYER AG3.1%
- 9ESSILORLUXOTTICA SA2.8%
- 10LONZA GROUP AG2.7%
EXV4 holds 46 securities in total. These 10 are 73.7% of the fund.
Where the money is invested
Sectors
- Healthcare98.7%
- Basic Materials1.3%
Countries
- Switzerland41.8%
- United Kingdom22.7%
- Denmark10.3%
- France9.1%
- Germany7.1%
- Netherlands4.9%
How to invest in EXV4 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 EXV4 and buy
Find the fund by its ticker, EXV4, on XETRA, and place your order.
Why invest in EXV4 from India
What EXV4 holds
iShares (DE) I - iShares STOXX Europe 600 Health Care UCITS ETF (DE) is an exchange traded fund launched and managed by BlackRock Asset Management Deutschland AG. The fund invests in the public equity markets of developed countries in Europe.
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 EXV4 from India?
Yes. Indian residents can buy iShares STOXX Europe 600 Health Care UCITS ETF DE (EXV4) 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 EXV4 invest in?
iShares STOXX Europe 600 Health Care UCITS ETF DE holds 46 securities. Its largest holdings are ROCHE PS PAR AG (16.2%), NOVARTIS AG (14.9%) and ASTRAZENECA PLC (13.8%). Healthcare is its largest sector at 98.7%. It is a distributing fund domiciled in Germany.
What is the expense ratio of EXV4?
iShares STOXX Europe 600 Health Care UCITS ETF DE has an expense ratio of 0.46% a year, taken from the fund's assets rather than billed to you. The fund manages about €701.3M.
How are EXV4 dividends taxed in India?
iShares STOXX Europe 600 Health Care 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 EXV4?
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.