XETRA · UCITS ETF
Invest in SXRT ETF from India
Indian and foreign residents can buy iShares Core EURO STOXX 50 UCITS ETF (SXRT) units directly through Paasa.
By Paasa · Updated
SXRT at a glance
- Price
- €241.50-€3.15 (1.29%)
- Expense ratio
- 0.1%
- Day range
- €240.90 – €243.90
- Assets
- €7.7B
- Domicile
- Ireland
- Holdings
- 50
- Launched
- 2010
- Dividends
- —
- 1 month
- -2.74%
- 6 months
- +10.00%
- YTD
- +9.15%
- 1 year
- +13.62%
- 5 years
- +77.13%
Price change, excluding dividends.
Top 10 holdings
- 1ASML HOLDING10.4%
- 2SIEMENS N AG4.5%
- 3BANCO SANTANDER4.2%
- 4SAP4.1%
- 5TOTALENERGIES4.1%
- 6SCHNEIDER ELECTRIC3.7%
- 7ALLIANZ3.6%
- 8BANCO BILBAO VIZCAYA ARGENTARIA SA3.1%
- 9UNICREDIT2.8%
- 10IBERDROLA2.8%
SXRT holds 50 securities in total. These 10 are 43.3% of the fund.
Where the money is invested
Sectors
- Financial Services27.4%
- Industrials20.5%
- Technology17.7%
- Consumer Cyclical8.3%
- Utilities5.4%
- Consumer Defensive5.1%
Countries
- France29.2%
- Germany28.5%
- Netherlands18.2%
- Spain11.4%
- Italy8.7%
- Finland2.5%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| EUELSEiShares Core EURO STOXX 50 UCITS ETF EUR (Dist) | 0.1% | 4.8B |
| H50ELSEHSBC EURO STOXX 50 UCITS ETF | 0.05% | 2.1B |
| XESCLSEXtrackers Euro Stoxx 50 UCITS ETF 1C | 0.09% | 10.6B |
| XESXLSEXtrackers Euro Stoxx 50 UCITS ETF 1D | 0.09% | 10.6B |
| MSEDLSEAmundi Core EURO STOXX 50 UCITS ETF EUR Acc | 0.09% | 4.5B |
Assets are shown in each fund's own reporting currency.
How to invest in SXRT 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, and Interactive Brokers converts the dollars to EUR when you buy.
Step 3
Search SXRT and buy
Find the fund by its ticker, SXRT, on XETRA, and place your order.
Why invest in SXRT from India
What SXRT holds
Its purpose is to mirror the returns of an index made up of the 50 biggest corporations in the Euro area.
Outside US estate tax
SXRT is domiciled in Ireland, 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 SXRT's UCITS structure matters for Indian investors
SXRT is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy SXRT from India?
Yes. Indian residents can buy iShares Core EURO STOXX 50 UCITS ETF (SXRT) 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 SXRT invest in?
iShares Core EURO STOXX 50 UCITS ETF holds 50 securities. Its largest holdings are ASML HOLDING (10.4%), SIEMENS N AG (4.5%) and BANCO SANTANDER (4.2%). Financial Services is its largest sector at 27.4%. The fund is domiciled in Ireland.
What is the expense ratio of SXRT?
iShares Core EURO STOXX 50 UCITS ETF has an expense ratio of 0.1% a year, taken from the fund's assets rather than billed to you. The fund manages about €7.7B.
Is SXRT a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares Core EURO STOXX 50 UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
What tax do I pay in India when I sell SXRT?
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.