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XETRA · ETF

Invest in F701 ETF from India

Indian and foreign residents can buy Amundi Multi-Asset Portfolio UCITS ETF (F701) units directly through Paasa.

By Paasa · Updated

F701 at a glance

Price
€195.20+€0.00 (0.00%)
Expense ratio
0.41%
Day range
€194.60 – €195.22
Assets
€281.8M
Domicile
Germany
Holdings
—
Launched
2016
Dividends
Distributing
1 month
+1.66%
6 months
+11.99%
YTD
+13.82%
1 year
+15.97%
5 years
+29.10%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Amundi Core S&P 500 Swap ETF USD Dist16.2%
  2. 2Am Stoxx Eur600 UCITS ETF Acc (PAR)14.9%
  3. 3Amundi MSCI Emerging Markets II ETF (DEU11.0%
  4. 4AMUNDI BBG EQUAL WEIGHT COMMEXAGR (PAR)10.7%
  5. 5AM MSCI PAC ESG CLIMATE NZAMB ETF (DEU)10.4%
  6. 6iShares Pfandbriefe ETF DE8.9%
  7. 7AMUNDI PRIME EURO GOVIES8.9%
  8. 8Amundi DAX UCITS ETF Dist (SWX)4.9%
  9. 9Amundi MDAX ESG UCITS ETF Dist (DEU)4.8%
  10. 10LYXOR US TREASURY 1-3Y (DR) UCITS ETF -4.7%

These 10 are 95.4% of the fund.

Where the money is invested

Sectors

  • Technology24.2%
  • Financial Services20.4%
  • Industrials15.4%
  • Consumer Cyclical9.3%
  • Healthcare7.9%
  • Communication Services6.2%

Countries

  • Luxembourg91.0%
  • Germany8.9%
  • Other0.1%

How to invest in F701 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 F701 and buy

    Find the fund by its ticker, F701, on XETRA, and place your order.

Why invest in F701 from India

What F701 holds

The Amundi Multi-Asset Portfolio UCITS ETF Dist is a fund of funds that strategically combines the efficiency of passive, low-cost, and readily tradable ETFs with the extensive diversification benefits inherent in a fund of funds structure. This multi-asset approach aims for consistent capital appreciation through broad exposure across diverse asset classes, geographical regions, industrial sectors, and currencies.

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 F701 from India?

Yes. Indian residents can buy Amundi Multi-Asset Portfolio UCITS ETF (F701) 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 F701 invest in?

Its largest holdings are Amundi Core S&P 500 Swap ETF USD Dist (16.2%), Am Stoxx Eur600 UCITS ETF Acc (PAR) (14.9%) and Amundi MSCI Emerging Markets II ETF (DEU (11.0%). Technology is its largest sector at 24.2%. It is a distributing fund domiciled in Germany.

What is the expense ratio of F701?

Amundi Multi-Asset Portfolio UCITS ETF has an expense ratio of 0.41% a year, taken from the fund's assets rather than billed to you. The fund manages about €281.8M.

How are F701 dividends taxed in India?

Amundi Multi-Asset Portfolio 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 F701?

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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