NYSE Arca · ETF
Invest in NBTR ETF from India
Indian and foreign residents can buy Neuberger Berman ETF Trust - Neuberger Total Return Bond ETF (NBTR) units directly through Paasa.
By Paasa · Updated
NBTR at a glance
- Price
- $48.03-$0.04 (0.09%)
- Expense ratio
- 0.94%
- Day range
- $48.00 – $48.03
- Assets
- $57.5M
- Domicile
- the US
- Holdings
- 495
- Launched
- 2024
- Dividends
- Distributing
- 1 month
- -0.65%
- 6 months
- -4.56%
- YTD
- -5.35%
- 1 year
- -6.68%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1US 2YR NOTE (CBT) DEC26 XCBT 202612316.8%
- 2US 5YR NOTE (CBT) DEC26 XCBT 202612313.2%
- 3US 10YR NOTE (CBT)DEC26 XCBT 202612212.4%
- 4US LONG BOND(CBT) DEC26 XCBT 202612212.2%
- 5US TREASURY N/B 11/42 2.752.1%
- 6US TREASURY N/B 11/44 4.6251.2%
- 7US TREASURY N/B 09/28 4.6250.9%
- 8AIMCO AIMCO 2017 AA AR2 144A0.8%
- 9CANYON CAPITAL CLO LTD CANYC 2022 2A A1R 144A0.8%
- 10ABBVIE INC SR UNSECURED 11/26 2.950.7%
NBTR holds 495 securities in total. These 10 are 21.1% of the fund.
Where the money is invested
Countries
- Other45.1%
- United States40.9%
- United Kingdom1.7%
- Canada1.7%
- Italy0.8%
- United Arab Emirates0.7%
How to invest in NBTR 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.
Step 3
Search NBTR and buy
Find the fund by its ticker, NBTR, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.
Why invest in NBTR from India
What NBTR holds
NBTR is actively managed and mainly invests in a mix of USD-denominated debt securities including government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities. The fund can allocate up to 30% of its assets to below-investment-grade instruments.
Hold a dollar asset
NBTR 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.
Buy a fraction of a unit
Buy by amount, not by unit, and get the matching fraction of one NBTR unit. There is no minimum trade size.
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.
Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.
A UCITS ETF tracking a similar market sits outside US estate tax.
Frequently asked questions
Can I buy NBTR from India?
Yes. Indian residents can buy Neuberger Berman ETF Trust - Neuberger Total Return Bond ETF (NBTR) through Paasa. It is listed on NYSE Arca 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 NBTR invest in?
Neuberger Berman ETF Trust - Neuberger Total Return Bond ETF holds 495 securities. Its largest holdings are US 2YR NOTE (CBT) DEC26 XCBT 20261231 (6.8%), US 5YR NOTE (CBT) DEC26 XCBT 20261231 (3.2%) and US 10YR NOTE (CBT)DEC26 XCBT 20261221 (2.4%). It is a distributing fund domiciled in the US.
What is the expense ratio of NBTR?
Neuberger Berman ETF Trust - Neuberger Total Return Bond ETF has an expense ratio of 0.94% a year, taken from the fund's assets rather than billed to you. The fund manages about $57.5M.
How are NBTR dividends taxed in India?
Neuberger Berman ETF Trust - Neuberger Total Return Bond 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 NBTR?
The US does not levy capital gains tax on shares for Indian residents. 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 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.
Can I buy a fraction of one NBTR unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $48.03, and there is no minimum trade size.
What happens to my NBTR units if I pass away?
US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.