Invest in FESC ETF from India

Yes. Indian residents can buy First Eagle Small Equity ETF (FESC) through Paasa. It is listed on NYSE Arca and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.

First Eagle Small Equity ETF holds 181 securities. Its largest holdings are JPMORGAN US GOVT MM (2.1%), DORIAN LPG LTD COMMON STOCK USD 0.01 (1.2%) and HINGE HEALTH INC COMMON STOCK USD 0.00001 (1.0%). It is an accumulating fund domiciled in the US.

First Eagle Small Equity ETF has an expense ratio of 0.85% a year, taken from the fund's assets rather than billed to you. The fund manages about $5.0M.

No. First Eagle Small Equity ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

The US does not levy capital gains tax on shares for Indian residents. 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 USD/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.

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $22.81, and there is no minimum trade size.

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.