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XETRA · UCITS ETF

Invest in RS2K ETF from India

Indian and foreign residents can buy Amundi Index Solutions - Russell 2000 UCITS ETF (RS2K) units directly through Paasa.

By Paasa · Updated

RS2K at a glance

Price
€371.70-€2.20 (0.59%)
Expense ratio
0.35%
Day range
€371.60 – €373.70
Assets
€936.9M
Domicile
Luxembourg
Holdings
68
Launched
2018
Dividends
—
1 month
-4.25%
6 months
+15.98%
YTD
+15.79%
1 year
+20.17%
5 years
+35.21%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1ASML HOLDING NVASML.AS9.1%
  2. 2DEUTSCHE TELEKOM NAMEN (XETRA)DTE.DE8.0%
  3. 3SIEMENS ENERGY AGENR.DE7.0%
  4. 4TRANE TECHNOLOGIES PLCTT6.5%
  5. 5INFINEON TECHNOLOGIES AGIFX.DE4.9%
  6. 6TE CONNECTIVITY PLCTEL4.5%
  7. 7ERSTE GROUP BANKEBS.VI4.5%
  8. 8SIEMENS AG-REGSIE.DE4.0%
  9. 9DHL GROUP (XETRA)DHL.DE3.7%
  10. 10MERCK KGAAMRK.DE3.5%

RS2K holds 68 securities in total. These 10 are 55.6% of the fund.

Where the money is invested

Sectors

  • Healthcare21.0%
  • Financial Services18.1%
  • Technology13.8%
  • Industrials13.2%
  • Consumer Cyclical8.9%
  • Energy6.5%

Countries

  • Germany44.1%
  • United States16.9%
  • Netherlands11.9%
  • Ireland10.9%
  • Austria4.8%
  • Finland4.6%

Similar funds

FundExpense ratioAssets
RS2ULSEAmundi Index Solutions - Russell 2000 UCITS ETF0.35%1.1B

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

How to invest in RS2K 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 RS2K and buy

    Find the fund by its ticker, RS2K, on XETRA, and place your order.

Why invest in RS2K from India

What RS2K holds

This Amundi Russell 2000 UCITS ETF aims to track the performance of the Russell 2000 Index as closely as possible, incorporating net dividends reinvested and expressed in USD net return, regardless of market fluctuations. The fund offers investors access to roughly 2,000 small-capitalization companies listed on the US stock market.

Outside US estate tax

RS2K 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 RS2K's UCITS structure matters for Indian investors

RS2K 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 RS2K from India?

Yes. Indian residents can buy Amundi Index Solutions - Russell 2000 UCITS ETF (RS2K) 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 RS2K invest in?

Amundi Index Solutions - Russell 2000 UCITS ETF holds 68 securities. Its largest holdings are ASML HOLDING NV (9.1%), DEUTSCHE TELEKOM NAMEN (XETRA) (8.0%) and SIEMENS ENERGY AG (7.0%). Healthcare is its largest sector at 21.0%. The fund is domiciled in Luxembourg.

What is the expense ratio of RS2K?

Amundi Index Solutions - Russell 2000 UCITS ETF has an expense ratio of 0.35% a year, taken from the fund's assets rather than billed to you. The fund manages about €936.9M.

Is RS2K a UCITS ETF, and why does that matter for Indian investors?

Yes. Amundi Index Solutions - Russell 2000 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.

What tax do I pay in India when I sell RS2K?

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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