XETRA · ETF
Invest in EXV5 ETF from India
Indian and foreign residents can buy iShares STOXX Europe 600 Automobiles & Parts UCITS ETF DE (EXV5) units directly through Paasa.
By Paasa · Updated
EXV5 at a glance
- Price
- €38.60+€0.13 (0.34%)
- Expense ratio
- 0.46%
- Day range
- €38.53 – €38.69
- Assets
- €161.1M
- Domicile
- Germany
- Holdings
- 13
- Launched
- 2002
- Dividends
- Distributing
- 1 month
- -7.10%
- 6 months
- -3.48%
- YTD
- -18.51%
- 1 year
- -17.98%
- 5 years
- -33.81%
Price change, excluding dividends.
Top 10 holdings
- 1FERRARI26.2%
- 2MICHELIN14.5%
- 3MERCEDES-BENZ GROUP N AG14.1%
- 4BMW11.5%
- 5VOLKSWAGEN NON-VOTING PREF AG8.9%
- 6STELLANTIS5.1%
- 7CONTINENTAL AG4.6%
- 8RENAULT SA3.4%
- 9DR ING HC F PORSCHE PRF AG3.0%
- 10PORSCHE AUTOMOBIL HOLDING PREF2.4%
EXV5 holds 13 securities in total. These 10 are 93.8% of the fund.
Where the money is invested
Countries
- Germany44.4%
- Italy28.7%
- France19.6%
- Netherlands5.0%
- Belgium2.2%
- Other0.1%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| SAOTAMSiShares STOXX Europe 600 Automobiles & Parts UCITS ETF (DE) | 0.46% | 13.8M |
Assets are shown in each fund's own reporting currency.
How to invest in EXV5 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 EXV5 and buy
Find the fund by its ticker, EXV5, on XETRA, and place your order.
Why invest in EXV5 from India
What EXV5 holds
This fund endeavors to mirror the performance of an index featuring companies in the European automotive and parts sector.
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 EXV5 from India?
Yes. Indian residents can buy iShares STOXX Europe 600 Automobiles & Parts UCITS ETF DE (EXV5) 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 EXV5 invest in?
iShares STOXX Europe 600 Automobiles & Parts UCITS ETF DE holds 13 securities. Its largest holdings are FERRARI (26.2%), MICHELIN (14.5%) and MERCEDES-BENZ GROUP N AG (14.1%). It is a distributing fund domiciled in Germany.
What is the expense ratio of EXV5?
iShares STOXX Europe 600 Automobiles & Parts 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 €161.1M.
How are EXV5 dividends taxed in India?
iShares STOXX Europe 600 Automobiles & Parts 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 EXV5?
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.