Paasa Logo

NYSE Arca · ETF

Invest in PVAL ETF from India

Indian and foreign residents can buy Putnam Focused Large Value ETF (PVAL) units directly through Paasa.

By Paasa · Updated

PVAL at a glance

Price
$53.48+$0.47 (0.89%)
Expense ratio
0.56%
Day range
$52.96 – $53.55
Assets
$14.3B
Domicile
the US
Holdings
45
Launched
2021
Dividends
Accumulating
1 month
-1.24%
6 months
+17.36%
YTD
+16.54%
1 year
+25.81%
5 years
+107.05%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Microsoft CorpMSFT9.3%
  2. 2Apple IncAAPL6.7%
  3. 3Amazon.com IncAMZN4.7%
  4. 4Exxonmobil Holdings CorpXOM3.8%
  5. 5Charles Schwab Corp/TheSCHW3.2%
  6. 6Citigroup IncC3.2%
  7. 7Freeport-McMoRan IncFCX3.1%
  8. 8Coca-Cola Co/TheKO2.9%
  9. 9Cisco Systems IncCSCO2.9%
  10. 10Allstate Corp/TheALL2.9%

PVAL holds 45 securities in total. These 10 are 42.7% of the fund.

Where the money is invested

Sectors

  • Technology21.8%
  • Financial Services17.5%
  • Healthcare14.4%
  • Consumer Cyclical9.7%
  • Energy8.3%
  • Consumer Defensive7.7%

Countries

  • United States95.3%
  • Other2.3%
  • United Kingdom1.5%
  • Ireland0.9%

How to invest in PVAL 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 PVAL and buy

    Find the fund by its ticker, PVAL, 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 PVAL from India

What PVAL holds

This ETF aims to deliver both long-term capital appreciation and consistent income. It primarily allocates its investments to common shares of U.S.-based companies, with a strategic emphasis on value stocks that offer the prospect of either significant growth, regular income streams, or a combination of the two.

Dividends reinvested for you

Dividends from PVAL's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.

Hold a dollar asset

PVAL 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 PVAL 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.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy PVAL from India?

Yes. Indian residents can buy Putnam Focused Large Value ETF (PVAL) 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 PVAL invest in?

Putnam Focused Large Value ETF holds 45 securities. Its largest holdings are Microsoft Corp (9.3%), Apple Inc (6.7%) and Amazon.com Inc (4.7%). Technology is its largest sector at 21.8%. It is an accumulating fund domiciled in the US.

What is the expense ratio of PVAL?

Putnam Focused Large Value ETF has an expense ratio of 0.56% a year, taken from the fund's assets rather than billed to you. The fund manages about $14.3B.

Does PVAL pay dividends?

No. Putnam Focused Large Value 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 PVAL?

The US does not levy capital gains tax on shares for Indian residents. 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.

Can I buy a fraction of one PVAL unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $53.48, and there is no minimum trade size.

What happens to my PVAL 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.

Share this guide
Get started

Build wealth in dollars, safeguard against rupee depreciation

Book a short call with our team to understand how Paasa can work for you