XETRA · UCITS ETF
Invest in MWSH ETF from India
Indian and foreign residents can buy Amundi MSCI World SRI Climate Paris Aligned UCITS ETF (MWSH) units directly through Paasa.
By Paasa · Updated
MWSH at a glance
- Price
- €86.79+€0.50 (0.58%)
- Expense ratio
- 0.2%
- Day range
- €86.76 – €87.05
- Assets
- €3.9B
- Domicile
- Ireland
- Holdings
- 306
- Launched
- 2024
- Dividends
- Accumulating
- 1 month
- -2.37%
- 6 months
- +19.38%
- YTD
- +12.92%
- 1 year
- +16.83%
- 5 years
- +47.35%
Price change, excluding dividends.
Top 10 holdings
- 1NVIDIA CORPNVDA5.7%
- 2ASML HOLDING NVASML.AS5.0%
- 3LAM RESEARCH CORPLRCX3.6%
- 4APPLIED MATERIALS INCAMAT3.5%
- 5VISA INC-CLASS A SHARESV2.9%
- 6PALO ALTO NETWORKS INCPANW2.6%
- 7MARVELL TECHNOLOGY INCMRVL2.0%
- 8ANALOG DEVICES INCADI2.0%
- 9VERIZON COMMUNICATIONS INCVZ1.7%
- 10WALT DISNEY CO/THEDIS1.6%
MWSH holds 306 securities in total. These 10 are 30.6% of the fund.
Where the money is invested
Sectors
- Technology38.1%
- Financial Services15.2%
- Healthcare11.0%
- Industrials8.9%
- Communication Services6.6%
- Real Estate6.3%
Countries
- United States61.4%
- Japan6.9%
- Netherlands6.8%
- Switzerland5.7%
- Canada4.6%
- France3.6%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| XAMBXETRAAmundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc | 0.18% | 3.9B |
Assets are shown in each fund's own reporting currency.
How to invest in MWSH 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 MWSH and buy
Find the fund by its ticker, MWSH, on XETRA, and place your order.
Why invest in MWSH from India
What MWSH holds
The Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged endeavors to mirror, as precisely as possible, the returns of the MSCI World SRI filtered PAB Index (the "Index"), irrespective of market direction. A core objective is to minimize any divergence, or tracking error, between the Sub-Fund's net asset value and the Index's performance.
Outside US estate tax
MWSH is domiciled in Ireland, 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 MWSH'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 MWSH's UCITS structure matters for Indian investors
MWSH 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.
Frequently asked questions
Can I buy MWSH from India?
Yes. Indian residents can buy Amundi MSCI World SRI Climate Paris Aligned UCITS ETF (MWSH) 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 MWSH invest in?
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF holds 306 securities. Its largest holdings are NVIDIA CORP (5.7%), ASML HOLDING NV (5.0%) and LAM RESEARCH CORP (3.6%). Technology is its largest sector at 38.1%. It is an accumulating fund domiciled in Ireland.
What is the expense ratio of MWSH?
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €3.9B.
Is MWSH a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi MSCI World SRI Climate Paris Aligned 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.
Does MWSH pay dividends?
No. Amundi MSCI World SRI Climate Paris Aligned 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 MWSH?
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.