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XETRA · UCITS ETF

Invest in LYPE ETF from India

Indian and foreign residents can buy Amundi MSCI World Health Care UCITS ETF (LYPE) units directly through Paasa.

By Paasa · Updated

LYPE at a glance

Price
€526.00-€0.70 (0.13%)
Expense ratio
0.3%
Day range
€523.80 – €527.10
Assets
€938.7M
Domicile
Luxembourg
Holdings
32
Launched
2010
Dividends
Accumulating
1 month
-1.31%
6 months
+13.28%
YTD
+8.94%
1 year
+24.38%
5 years
+29.72%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1NVIDIA CORPNVDA9.0%
  2. 2AMAZON.COM INCAMZN8.4%
  3. 3ORACLE CORPORCL7.7%
  4. 4TESLA INCTSLA7.0%
  5. 5ADVANCED MICRO DEVICESAMD4.9%
  6. 6ABBVIE INCABBV4.7%
  7. 7MICRON TECHNOLOGY INCMU4.6%
  8. 8SHERWIN-WILLIAMS CO/THESHW4.6%
  9. 9ALPHABET INC CL AGOOGL4.4%
  10. 10COLGATE-PALMOLIVE COCL4.4%

LYPE holds 32 securities in total. These 10 are 59.9% of the fund.

Where the money is invested

Sectors

  • Technology46.7%
  • Consumer Cyclical18.6%
  • Consumer Defensive9.7%
  • Basic Materials8.5%
  • Communication Services7.9%
  • Healthcare6.3%

Countries

  • United States98.4%
  • Denmark0.8%
  • France0.6%
  • Canada0.1%
  • Netherlands0.1%

Similar funds

FundExpense ratioAssets
XDWHLSEXtrackers MSCI World Health Care UCITS ETF 1C0.25%4.0B
HLTWLSEAmundi MSCI World Health Care UCITS ETF USD Acc0.3%1.1B

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

How to invest in LYPE 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 LYPE and buy

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

Why invest in LYPE from India

What LYPE holds

This UCITS-compliant exchange-traded fund, the Amundi MSCI World Health Care TR UCITS ETF - Acc (EUR), is meticulously crafted to replicate the performance of its underlying benchmark, the MSCI Daily TR World Net Health Care USD index. The MSCI Daily TR World Net Health Care USD serves as a free-float market-capitalization weighted index, specifically designed to capture the investment opportunities and returns of publicly listed companies operating in the global healthcare industry.

Outside US estate tax

LYPE 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 LYPE'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 LYPE's UCITS structure matters for Indian investors

LYPE 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.

See UCITS options

Frequently asked questions

Can I buy LYPE from India?

Yes. Indian residents can buy Amundi MSCI World Health Care UCITS ETF (LYPE) 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 LYPE invest in?

Amundi MSCI World Health Care UCITS ETF holds 32 securities. Its largest holdings are NVIDIA CORP (9.0%), AMAZON.COM INC (8.4%) and ORACLE CORP (7.7%). Technology is its largest sector at 46.7%. It is an accumulating fund domiciled in Luxembourg.

What is the expense ratio of LYPE?

Amundi MSCI World Health Care UCITS ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about €938.7M.

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

Yes. Amundi MSCI World Health Care 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 LYPE pay dividends?

No. Amundi MSCI World Health Care 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 LYPE?

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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