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London Stock Exchange ETF segment · UCITS ETF

Invest in IDBZ ETF from India

Indian and foreign residents can buy iShares MSCI Brazil UCITS ETF (IDBZ) units directly through Paasa.

By Paasa · Updated

IDBZ at a glance

Price
$28.94-$0.15 (0.51%)
Expense ratio
0.74%
Day range
$28.94 – $29.12
Assets
$505.6M
Domicile
Ireland
Holdings
46
Launched
2005
Dividends
Distributing
1 month
+2.01%
6 months
-2.62%
YTD
+11.01%
1 year
+18.95%
5 years
+16.55%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1CIA VALE DO RIO DOCE SHVALE3.SA9.9%
  2. 2NU HOLDINGS CLASS ANU9.7%
  3. 3PETROLEO BRASILEIRO PREF SAPETR4.SA8.7%
  4. 4ITAU UNIBANCO HOLDING PREF SAITUB4.SA8.7%
  5. 5PETROLEO BRASILEIRO SA PETROBRASPETR3.SA7.7%
  6. 6BANCO BRADESCO PREFBBDC4.SA3.8%
  7. 7B3 BRASIL BOLSA BALCAO SAB3SA3.SA3.4%
  8. 8ITAUSA INVESTIMENTOS ITAU PREF SAITSA4.SA3.1%
  9. 9BCO BTG PACTUAL UNT SABPAC11.SA2.9%
  10. 10WEGWEGE3.SA2.8%

IDBZ holds 46 securities in total. These 10 are 60.8% of the fund.

Where the money is invested

Sectors

  • Financial Services35.9%
  • Energy17.9%
  • Basic Materials14.8%
  • Industrials11.1%
  • Utilities10.9%
  • Consumer Defensive4.0%

Countries

  • Brazil97.9%
  • Ireland1.0%
  • Netherlands0.7%
  • United States0.6%

Similar funds

FundExpense ratioAssets
EWZAMEXiShares MSCI Brazil ETF0.59%8.4B
XMBDLSEXtrackers MSCI Brazil UCITS ETF 1C0.25%287.6M

Assets are shown in each fund's own reporting currency.

How to invest in IDBZ 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.

  3. Step 3

    Search IDBZ and buy

    Find the fund by its ticker, IDBZ, on the London Stock Exchange ETF segment, and place your order.

Why invest in IDBZ from India

What IDBZ holds

The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Funds assets, which reflects the return of the MSCI Brazil Index, the Funds benchmark index (Index).

Outside US estate tax

IDBZ is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

Hold a dollar asset

IDBZ is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

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.

Why IDBZ's UCITS structure matters for Indian investors

IDBZ is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

Capital gains are taxed in India the same way as on a US-listed ETF.

See UCITS options

Frequently asked questions

Can I buy IDBZ from India?

Yes. Indian residents can buy iShares MSCI Brazil UCITS ETF (IDBZ) through Paasa. It is listed on the London Stock Exchange ETF segment 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.

What does IDBZ invest in?

iShares MSCI Brazil UCITS ETF holds 46 securities. Its largest holdings are CIA VALE DO RIO DOCE SH (9.9%), NU HOLDINGS CLASS A (9.7%) and PETROLEO BRASILEIRO PREF SA (8.7%). Financial Services is its largest sector at 35.9%. It is a distributing fund domiciled in Ireland.

What is the expense ratio of IDBZ?

iShares MSCI Brazil UCITS ETF has an expense ratio of 0.74% a year, taken from the fund's assets rather than billed to you. The fund manages about $505.6M.

Is IDBZ a UCITS ETF, and why does that matter for Indian investors?

Yes. iShares MSCI Brazil UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

How are IDBZ dividends taxed in India?

iShares MSCI Brazil 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 IDBZ?

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.

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