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XETRA · UCITS ETF

Invest in LYPS ETF from India

Indian and foreign residents can buy Amundi Core S&P 500 Swap UCITS ETF (LYPS) units directly through Paasa.

By Paasa · Updated

LYPS at a glance

Price
€69.93+€0.09 (0.13%)
Expense ratio
0.05%
Day range
€69.92 – €69.93
Assets
€29.7B
Domicile
Luxembourg
Holdings
—
Launched
2010
Dividends
Distributing
1 month
+1.34%
6 months
+22.29%
YTD
+16.24%
1 year
+19.37%
5 years
+81.91%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1APPLE INC8.9%
  2. 2MICROSOFT CORP7.4%
  3. 3AMAZON.COM INC6.5%
  4. 4NVIDIA CORP5.6%
  5. 5TESLA INC3.7%
  6. 6ALPHABET INC CL A3.1%
  7. 7MICRON TECHNOLOGY INC2.7%
  8. 8WALMART INC2.0%
  9. 9ADVANCED MICRO DEVICES1.9%
  10. 10COSTCO WHOLESALE CORP1.8%

These 10 are 43.6% of the fund.

Where the money is invested

Sectors

  • Technology38.7%
  • Financial Services12.1%
  • Communication Services9.5%
  • Consumer Cyclical9.3%
  • Healthcare9.3%
  • Industrials7.8%

Countries

  • United States94.5%
  • Switzerland1.1%
  • United Kingdom1.0%
  • France0.9%
  • Ireland0.8%
  • Sweden0.5%

Similar funds

FundExpense ratioAssets
SP5CLSEAmundi Core S&P 500 Swap UCITS ETF Acc0.05%33.8B
LSPULSEAmundi Core S&P 500 Swap UCITS ETF USD Dist0.05%33.8B
XSXDLSEXtrackers S&P 500 Swap UCITS ETF 1D0.07%9.1B
I500AMSiShares S&P 500 Swap UCITS ETF0.05%15.6B
XSPULSEXtrackers S&P 500 Swap UCITS ETF 1C0.15%9.1B

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

How to invest in LYPS 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 LYPS and buy

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

Why invest in LYPS from India

What LYPS holds

The investment objective of MULTI UNITS LUXEMBOURG - Amundi Core S&P 500 Swap (the Sub-Fund) is to track both the upward and the downward evolution of the S&P 500 Net Total Return (the Index) denominated in US Dollars - while minimising the volatility of the difference between the return of the Sub-Fund and the return of the Index.

Outside US estate tax

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

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 LYPS' UCITS structure matters for Indian investors

LYPS 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 LYPS from India?

Yes. Indian residents can buy Amundi Core S&P 500 Swap UCITS ETF (LYPS) 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 LYPS invest in?

Its largest holdings are APPLE INC (8.9%), MICROSOFT CORP (7.4%) and AMAZON.COM INC (6.5%). Technology is its largest sector at 38.7%. It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of LYPS?

Amundi Core S&P 500 Swap UCITS ETF has an expense ratio of 0.05% a year, taken from the fund's assets rather than billed to you. The fund manages about €29.7B.

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

Yes. Amundi Core S&P 500 Swap 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.

How are LYPS dividends taxed in India?

Amundi Core S&P 500 Swap 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 LYPS?

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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