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XETRA · UCITS ETF

Invest in SADM ETF from India

Indian and foreign residents can buy Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR C (SADM) units directly through Paasa.

By Paasa · Updated

SADM at a glance

Price
€72.72-€0.29 (0.40%)
Expense ratio
0.18%
Day range
€72.62 – €73.24
Assets
€1.1B
Domicile
Luxembourg
Holdings
415
Launched
2020
Dividends
—
1 month
+1.30%
6 months
+15.23%
YTD
+14.63%
1 year
+16.52%
5 years
+27.16%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1TAIWAN SEMICONDUCTOR MANUFAC15.4%
  2. 2SK HYNIX INC5.8%
  3. 3DELTA ELECTRONICS INC5.3%
  4. 4TENCENT HOLDINGS LTD4.7%
  5. 5SAMSUNG ELECTRO MECHANICS3.8%
  6. 6UNITED MICROELECTRONICS CORP3.4%
  7. 7ALIBABA GROUP HOLDING LTD3.4%
  8. 8ASIA VITAL COMPONENTS2.3%
  9. 9LENOVO GROUP LTD2.1%
  10. 10INFOSYS LTD2.0%

SADM holds 415 securities in total. These 10 are 48.3% of the fund.

Where the money is invested

Sectors

  • Technology44.3%
  • Financial Services18.4%
  • Consumer Cyclical9.7%
  • Communication Services8.6%
  • Industrials6.3%
  • Basic Materials4.3%

Countries

  • Taiwan (Province of China)31.4%
  • China22.4%
  • Korea (the Republic of)17.6%
  • India7.9%
  • South Africa4.1%
  • Hong Kong3.1%

How to invest in SADM 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 SADM and buy

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

Why invest in SADM from India

What SADM holds

The Amundi MSCI Emerging Markets ESG Selection - UCITS ETF DR endeavors to meticulously mirror the investment performance of the MSCI EM ESG Selection P-Series 5% Issuer Capped Index. Its primary objective is to replicate the Index's returns as precisely as possible, irrespective of market trends, while also working to significantly minimize any divergence between the fund's net asset value and the Index's performance.

Outside US estate tax

SADM 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 SADM's UCITS structure matters for Indian investors

SADM 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 SADM from India?

Yes. Indian residents can buy Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR C (SADM) 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 SADM invest in?

Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR C holds 415 securities. Its largest holdings are TAIWAN SEMICONDUCTOR MANUFAC (15.4%), SK HYNIX INC (5.8%) and DELTA ELECTRONICS INC (5.3%). Technology is its largest sector at 44.3%. The fund is domiciled in Luxembourg.

What is the expense ratio of SADM?

Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR C has an expense ratio of 0.18% a year, taken from the fund's assets rather than billed to you. The fund manages about €1.1B.

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

Yes. Amundi MSCI Emerging Markets ESG Selection UCITS ETF DR C 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 SADM?

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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