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XETRA · UCITS ETF

Invest in OIGS ETF from India

Indian and foreign residents can buy Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF (OIGS) units directly through Paasa.

By Paasa · Updated

OIGS at a glance

Price
€148.82-€0.72 (0.48%)
Expense ratio
0.3%
Day range
€148.82 – €149.60
Assets
€280.1M
Domicile
Luxembourg
Holdings
20
Launched
2024
Dividends
Distributing
1 month
+3.26%
6 months
+6.97%
YTD
+40.37%
1 year
+46.94%
5 years
+123.76%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1SHELL PLC EUR30.0%
  2. 2SIEMENS ENERGY AG14.9%
  3. 3ENI SPA MILAN12.5%
  4. 4REPSOL SA8.5%
  5. 5VESTAS WIND SYSTEMS A/S6.7%
  6. 6NESTE OYJ3.7%
  7. 7SNAM SPA2.9%
  8. 8OMV AG2.6%
  9. 9GALP ENERGIA -B2.3%
  10. 10GAZTRANSPORT ET TECHNIGAZ SA2.1%

OIGS holds 20 securities in total. These 10 are 86.3% of the fund.

Where the money is invested

Sectors

  • Energy70.3%
  • Industrials24.4%
  • Utilities4.4%
  • Basic Materials0.8%

Countries

  • United Kingdom30.0%
  • Italy16.9%
  • Germany16.2%
  • Spain9.6%
  • Denmark6.7%
  • France4.1%

Similar funds

FundExpense ratioAssets
LOGSXETRAAmundi STOXX Europe 600 Energy ESG Screened0.3%280.1M

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

How to invest in OIGS 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 OIGS and buy

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

Why invest in OIGS from India

What OIGS holds

This Amundi STOXX Europe 600 Energy Screened UCITS ETF (Distributing) aims to precisely replicate the returns of the STOXX Europe 600 Energy Screened+ Index (referred to as the "Index"), striving for identical performance irrespective of market direction. A core objective is also to minimize any divergence between the fund's net asset value and the Index's performance.

Outside US estate tax

OIGS 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 OIGS' UCITS structure matters for Indian investors

OIGS 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 OIGS from India?

Yes. Indian residents can buy Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF (OIGS) 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 OIGS invest in?

Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF holds 20 securities. Its largest holdings are SHELL PLC EUR (30.0%), SIEMENS ENERGY AG (14.9%) and ENI SPA MILAN (12.5%). Energy is its largest sector at 70.3%. It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of OIGS?

Amundi STOXX Europe 600 Energy ESG Screened 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 €280.1M.

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

Yes. Amundi STOXX Europe 600 Energy ESG Screened 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 OIGS dividends taxed in India?

Amundi STOXX Europe 600 Energy ESG Screened 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 OIGS?

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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