London Stock Exchange ETF segment · ETF
Invest in UCAP ETF from India
Indian and foreign residents can buy Ossiam Shiller Barclays Cape US Sector Value TR (UCAP) units directly through Paasa.
By Paasa · Updated
UCAP at a glance
- Price
- $1,646.20+$4.40 (0.27%)
- Expense ratio
- 0.65%
- Day range
- $1,640.00 – $1,646.20
- Assets
- $2.5B
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2015
- Dividends
- —
- 1 month
- -5.88%
- 6 months
- +5.78%
- YTD
- +0.66%
- 1 year
- +2.24%
- 5 years
- +48.04%
Price change, excluding dividends.
Top 10 holdings
- 1Tesla IncTSLA9.2%
- 2Intel CorpINTC7.5%
- 3Berkshire Hathaway IncBRK-B6.1%
- 4Advanced Micro Devices IncAMD6.1%
- 5Microsoft CorpMSFT5.1%
- 6Alphabet IncGOOGL4.1%
- 7Fortinet IncFTNT4.0%
- 8Sandisk CorpSNDK3.8%
- 9SWAP - BofA Securities Europe SA3.6%
- 10Palantir Technologies IncPLTR2.7%
These 10 are 52.3% of the fund.
Where the money is invested
Sectors
- Technology53.9%
- Consumer Cyclical15.3%
- Financial Services12.2%
- Communication Services7.1%
- Industrials2.5%
- Healthcare2.1%
Countries
- United States91.8%
- Other4.6%
- Uruguay2.1%
- Australia1.5%
- Sweden0.1%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| USCPXETRAOssiam Shiller Barclays Cape US Sector Value TR | 0.65% | 2.2B |
Assets are shown in each fund's own reporting currency.
How to invest in UCAP 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 UCAP and buy
Find the fund by its ticker, UCAP, on the London Stock Exchange ETF segment, and place your order.
Why invest in UCAP from India
What UCAP holds
This fund aims to mirror the closing level performance of the Shiller Barclays CAPE US Sector Value Net TR Index, prior to accounting for its own fees and expenses.
Hold a dollar asset
UCAP 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.
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.
Frequently asked questions
Can I buy UCAP from India?
Yes. Indian residents can buy Ossiam Shiller Barclays Cape US Sector Value TR (UCAP) through Paasa. It is listed on the London Stock Exchange ETF segment 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 UCAP invest in?
Its largest holdings are Tesla Inc (9.2%), Intel Corp (7.5%) and Berkshire Hathaway Inc (6.1%). Technology is its largest sector at 53.9%. The fund is domiciled in Luxembourg.
What is the expense ratio of UCAP?
Ossiam Shiller Barclays Cape US Sector Value TR has an expense ratio of 0.65% a year, taken from the fund's assets rather than billed to you. The fund manages about $2.5B.
What tax do I pay in India when I sell UCAP?
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.