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NYSE Arca · ETF

Invest in ISCG ETF from India

Indian and foreign residents can buy iShares Morningstar Small- Growth ETF (ISCG) units directly through Paasa.

By Paasa · Updated

ISCG at a glance

Price
$61.30+$0.00 (0.00%)
Expense ratio
0.06%
Day range
$60.88 – $62.00
Assets
$956.2M
Domicile
the US
Holdings
924
Launched
2004
Dividends
Accumulating
1 month
-4.37%
6 months
+14.26%
YTD
+9.19%
1 year
+13.06%
5 years
+24.49%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1OKTA CLASS A1.1%
  2. 2ATLASSIAN CORP CLASS A0.9%
  3. 3GUARDANT HEALTH0.8%
  4. 4ROKU CLASS A0.7%
  5. 5NUTANIX CLASS A0.6%
  6. 6RUBRIK CLASS A0.6%
  7. 7DYNATRACE INC0.6%
  8. 8NORDSON0.5%
  9. 9SEMTECH0.5%
  10. 10STERLING INFRASTRUCTURE0.5%

ISCG holds 924 securities in total. These 10 are 6.8% of the fund.

Where the money is invested

Sectors

  • Technology23.7%
  • Industrials21.2%
  • Healthcare18.7%
  • Financial Services9.8%
  • Consumer Cyclical8.7%
  • Real Estate5.0%

Countries

  • United States97.3%
  • Australia1.0%
  • Ireland0.3%
  • Bermuda0.3%
  • Netherlands0.3%
  • United Kingdom0.2%

Similar funds

FundExpense ratioAssets
VBKAMEXVanguard Morningstar Small-Cap Growth ETF0.05%44.7B

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

How to invest in ISCG 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 ISCG and buy

    Find the fund by its ticker, ISCG, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Why invest in ISCG from India

What ISCG holds

The iShares Morningstar Small-Cap Growth ETF (ISCG) is designed to mirror the investment performance of a benchmark index. This index consists of U.S. companies with smaller market capitalizations that demonstrate strong growth characteristics.

Dividends reinvested for you

Dividends from ISCG's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

Hold a dollar asset

ISCG 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.

Buy a fraction of a unit

Buy by amount, not by unit, and get the matching fraction of one ISCG unit. There is no minimum trade size.

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.

Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.

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.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy ISCG from India?

Yes. Indian residents can buy iShares Morningstar Small- Growth ETF (ISCG) 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.

What does ISCG invest in?

iShares Morningstar Small- Growth ETF holds 924 securities. Its largest holdings are OKTA CLASS A (1.1%), ATLASSIAN CORP CLASS A (0.9%) and GUARDANT HEALTH (0.8%). Technology is its largest sector at 23.7%. It is an accumulating fund domiciled in the US.

What is the expense ratio of ISCG?

iShares Morningstar Small- Growth ETF has an expense ratio of 0.06% a year, taken from the fund's assets rather than billed to you. The fund manages about $956.2M.

Does ISCG pay dividends?

No. iShares Morningstar Small- Growth 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.

What tax do I pay in India when I sell ISCG?

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.

Can I buy a fraction of one ISCG unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $61.30, and there is no minimum trade size.

What happens to my ISCG units if I pass away?

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.

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