NYSE Arca · ETF
Invest in RHRX ETF from India
Indian and foreign residents can buy Adaptive Tactical Rotation ETF (RHRX) units directly through Paasa.
By Paasa · Updated
RHRX at a glance
- Price
- $21.36-$0.02 (0.08%)
- Expense ratio
- 1.38%
- Day range
- $21.30 – $21.53
- Assets
- $59.5M
- Domicile
- the US
- Holdings
- 7
- Launched
- 2012
- Dividends
- —
- 1 month
- -1.97%
- 6 months
- -1.20%
- YTD
- +15.27%
- 1 year
- +16.09%
- 5 years
- +48.36%
Price change, excluding dividends.
Top 8 holdings
- 1Vanguard Value ETF24.8%
- 2SPDR S&P 500 ETF Trust23.6%
- 3Health Care Select Sector SPDR Fund17.6%
- 4Financial Select Sector SPDR Fund17.5%
- 5ISHARES SEMICONDUCTOR ETF12.2%
- 6Cash / Cash Equivalents4.0%
- 7SOXX 261127P001416700.2%
- 8SOXX 261120C00163.3300.1%
RHRX holds 7 securities in total. These 8 are 100.0% of the fund.
Where the money is invested
Sectors
- Technology32.4%
- Healthcare22.9%
- Energy21.4%
- Financial Services5.9%
- Consumer Cyclical4.5%
- Communication Services4.2%
Countries
- United States98.1%
- Taiwan0.6%
- Switzerland0.5%
- South Korea0.3%
- Netherlands0.2%
- Israel0.1%
How to invest in RHRX 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 RHRX and buy
Find the fund by its ticker, RHRX, 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 RHRX from India
What RHRX holds
This actively managed Exchange Traded Fund (ETF) aims to generate capital appreciation rather than tracking a benchmark index. The advisor accomplishes this by primarily investing in other ETFs that are registered under the Investment Company Act of 1940 and are not affiliated with the fund itself.
Hold a dollar asset
RHRX 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 RHRX 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 RHRX from India?
Yes. Indian residents can buy Adaptive Tactical Rotation ETF (RHRX) 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 RHRX invest in?
Adaptive Tactical Rotation ETF holds 7 securities. Its largest holdings are Vanguard Value ETF (24.8%), SPDR S&P 500 ETF Trust (23.6%) and Health Care Select Sector SPDR Fund (17.6%). Technology is its largest sector at 32.4%. The fund is domiciled in the US.
What is the expense ratio of RHRX?
Adaptive Tactical Rotation ETF has an expense ratio of 1.38% a year, taken from the fund's assets rather than billed to you. The fund manages about $59.5M.
What tax do I pay in India when I sell RHRX?
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 RHRX unit?
Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $21.36, and there is no minimum trade size.
What happens to my RHRX 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.