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London Stock Exchange ETF segment · UCITS ETF

Invest in MVOL ETF from India

Indian and foreign residents can buy iShares Edge MSCI World Minimum Volatility UCITS ETF (MVOL) units directly through Paasa.

By Paasa · Updated

MVOL at a glance

Price
$76.17+$0.08 (0.11%)
Expense ratio
0.3%
Day range
$76.02 – $76.30
Assets
$2.6B
Domicile
Ireland
Holdings
296
Launched
2012
Dividends
—
1 month
-3.17%
6 months
+4.07%
YTD
+3.39%
1 year
+5.08%
5 years
+29.72%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1JOHNSON & JOHNSONJNJ1.5%
  2. 2EXXONMOBIL HOLDINGS CORPXOM1.5%
  3. 3MICROSOFTMSFT1.4%
  4. 4CISCO SYSTEMS INCCSCO1.3%
  5. 5NVIDIANVDA1.3%
  6. 6MOTOROLA SOLUTIONS INCMSI1.3%
  7. 7DUKE ENERGY CORPDUK1.3%
  8. 8BERKSHIRE HATHAWAY INC CLASS BBRK-B1.2%
  9. 9AT&TT1.2%
  10. 10SOUTHERNSO1.2%

MVOL holds 296 securities in total. These 10 are 13.3% of the fund.

Where the money is invested

Sectors

  • Technology23.3%
  • Healthcare14.3%
  • Financial Services13.9%
  • Consumer Defensive10.1%
  • Communication Services10.0%
  • Industrials9.1%

Countries

  • United States63.4%
  • Japan11.3%
  • Switzerland4.0%
  • Canada3.7%
  • France2.2%
  • United Kingdom1.8%

Similar funds

FundExpense ratioAssets
WMVGLSEiShares Edge MSCI World Minimum Volatility UCITS ETF0.35%69.4M
MVSHSIXiShares Edge MSCI World Minimum Volatility UCITS ETF0.35%56.7M
UEEHXETRAiShares Edge MSCI World Minimum Volatility UCITS ETF0.3%10.6M

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

How to invest in MVOL 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 MVOL and buy

    Find the fund by its ticker, MVOL, on the London Stock Exchange ETF segment, and place your order.

Why invest in MVOL from India

What MVOL holds

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Minimum Volatility Index.

Outside US estate tax

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

Hold a dollar asset

MVOL 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.

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 MVOL's UCITS structure matters for Indian investors

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

On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

Capital gains are taxed in India the same way as on a US-listed ETF.

See UCITS options

Frequently asked questions

Can I buy MVOL from India?

Yes. Indian residents can buy iShares Edge MSCI World Minimum Volatility UCITS ETF (MVOL) through Paasa. It is listed on the London Stock Exchange ETF segment 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 MVOL invest in?

iShares Edge MSCI World Minimum Volatility UCITS ETF holds 296 securities. Its largest holdings are JOHNSON & JOHNSON (1.5%), EXXONMOBIL HOLDINGS CORP (1.5%) and MICROSOFT (1.4%). Technology is its largest sector at 23.3%. The fund is domiciled in Ireland.

What is the expense ratio of MVOL?

iShares Edge MSCI World Minimum Volatility 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 $2.6B.

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

Yes. iShares Edge MSCI World Minimum Volatility UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

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

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.

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