XETRA · UCITS ETF
Invest in LYXF ETF from India
Indian and foreign residents can buy Amundi Euro Government Bond 15+Y UCITS ETF (LYXF) units directly through Paasa.
By Paasa · Updated
LYXF at a glance
- Price
- €161.39-€0.22 (0.14%)
- Expense ratio
- 0.15%
- Day range
- €161.38 – €162.18
- Assets
- €265.0M
- Domicile
- Luxembourg
- Holdings
- 107
- Launched
- 2016
- Dividends
- Accumulating
- 1 month
- -4.82%
- 6 months
- -5.99%
- YTD
- -7.60%
- 1 year
- -8.18%
- 5 years
- -39.50%
Price change, excluding dividends.
Top 10 holdings
- 1GERMANY BRD 2.5% 15Aug462.6%
- 2GERMANY BRD 2.5% 04Jul442.5%
- 3FEDERAL REPUB BRD 2.9% 15Aug562.4%
- 4GERMANY BRD 1.25% 15Aug482.3%
- 5FRANCE OAT 3.25% 25May452.2%
- 6FEDERAL REPUB BRD 1.8% 15Aug532.1%
- 7FEDERAL REPUB BRD 2.5% 15Aug542.0%
- 8FRENCH REPUBL OAT 3.6% 25May421.9%
- 9GERMANY BRD 3.25% 04Jul421.9%
- 10SPAIN (KINGDO 5.15% 31Oct441.8%
LYXF holds 107 securities in total. These 10 are 21.5% of the fund.
Where the money is invested
Countries
- France24.3%
- Germany20.6%
- Italy17.7%
- Spain13.0%
- Netherlands7.1%
- Belgium6.4%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| E15GXETRAAmundi Euro Government Bond 15+Y UCITS ETF Dist | 0.15% | 265.0M |
Assets are shown in each fund's own reporting currency.
How to invest in LYXF 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 LYXF and buy
Find the fund by its ticker, LYXF, on XETRA, and place your order.
Why invest in LYXF from India
What LYXF holds
The Amundi Euro Government Bond 15+Y (DR) UCITS ETF - Acc is a UCITS-compliant exchange-traded fund crafted to replicate the performance of the Bloomberg Barclays Euro Treasury 50bn 15+ Year Bond Index. This benchmark is composed of Euro-denominated government debt issued by countries within the European Monetary Union.
Outside US estate tax
LYXF 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 LYXF'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 LYXF's UCITS structure matters for Indian investors
LYXF 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 LYXF from India?
Yes. Indian residents can buy Amundi Euro Government Bond 15+Y UCITS ETF (LYXF) 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 LYXF invest in?
Amundi Euro Government Bond 15+Y UCITS ETF holds 107 securities. Its largest holdings are GERMANY BRD 2.5% 15Aug46 (2.6%), GERMANY BRD 2.5% 04Jul44 (2.5%) and FEDERAL REPUB BRD 2.9% 15Aug56 (2.4%). It is an accumulating fund domiciled in Luxembourg.
What is the expense ratio of LYXF?
Amundi Euro Government Bond 15+Y 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 €265.0M.
Is LYXF a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi Euro Government Bond 15+Y 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 LYXF pay dividends?
No. Amundi Euro Government Bond 15+Y 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 LYXF?
Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is 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.