XETRA · UCITS ETF
Invest in J1GR ETF from India
Indian and foreign residents can buy Amundi MSCI Japan ESG Broad Transition UCITS ETF (J1GR) units directly through Paasa.
By Paasa · Updated
J1GR at a glance
- Price
- €366.95+€7.80 (2.17%)
- Expense ratio
- 0.15%
- Day range
- €366.40 – €367.20
- Assets
- €1.3B
- Domicile
- Luxembourg
- Holdings
- 172
- Launched
- 2018
- Dividends
- Accumulating
- 1 month
- +3.94%
- 6 months
- +17.29%
- YTD
- +22.60%
- 1 year
- +27.17%
- 5 years
- +48.06%
Price change, excluding dividends.
Top 10 holdings
- 1MITSUBISHI UFJ FINANCIAL GROUP8306.T4.8%
- 2TOYOTA MOTOR CORP7203.T3.6%
- 3SUMITOMO MITSUI FINANCIAL GROUP8316.T3.3%
- 4SONY GROUP CORP (JT)6758.T3.1%
- 5ADVANTEST CORP Y506857.T3.0%
- 6TOKYO ELECTRON JPY508035.T2.9%
- 7SOFTBANK GROUP CORP9984.T2.8%
- 8MIZUHO FINANCIAL GROUP INC8411.T2.7%
- 9RECRUIT HOLDINGS CO LTD6098.T2.6%
- 10KIOXIA HOLDINGS CORP285A.T2.5%
J1GR holds 172 securities in total. These 10 are 31.3% of the fund.
Where the money is invested
Sectors
- Technology23.2%
- Financial Services22.8%
- Industrials18.2%
- Consumer Cyclical9.0%
- Healthcare8.7%
- Communication Services8.4%
Countries
- Japan100.0%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| JUPIXETRAAmundi MSCI Japan ESG Broad Transition UCITS ETF DIST | 0.15% | 1.3B |
Assets are shown in each fund's own reporting currency.
How to invest in J1GR 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 J1GR and buy
Find the fund by its ticker, J1GR, on XETRA, and place your order.
Why invest in J1GR from India
What J1GR holds
The objective of this Sub-Fund is to track the performance of MSCI Japan Index, and to minimize the tracking error between the net asset value of the Sub-Fund and the performance of the Index
Outside US estate tax
J1GR is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Dividends reinvested for you
Dividends from J1GR's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
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 J1GR's UCITS structure matters for Indian investors
J1GR is domiciled in Luxembourg, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy J1GR from India?
Yes. Indian residents can buy Amundi MSCI Japan ESG Broad Transition UCITS ETF (J1GR) 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 J1GR invest in?
Amundi MSCI Japan ESG Broad Transition UCITS ETF holds 172 securities. Its largest holdings are MITSUBISHI UFJ FINANCIAL GROUP (4.8%), TOYOTA MOTOR CORP (3.6%) and SUMITOMO MITSUI FINANCIAL GROUP (3.3%). Technology is its largest sector at 23.2%. It is an accumulating fund domiciled in Luxembourg.
What is the expense ratio of J1GR?
Amundi MSCI Japan ESG Broad Transition UCITS ETF has an expense ratio of 0.15% a year, taken from the fund's assets rather than billed to you. The fund manages about €1.3B.
Is J1GR a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi MSCI Japan ESG Broad Transition UCITS ETF is a UCITS fund domiciled in Luxembourg. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
Does J1GR pay dividends?
No. Amundi MSCI Japan ESG Broad Transition UCITS 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 J1GR?
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.