XETRA · ETF
Invest in USCP ETF from India
Indian and foreign residents can buy Ossiam Shiller Barclays Cape US Sector Value TR (USCP) units directly through Paasa.
By Paasa · Updated
USCP at a glance
- Price
- €1,447.80+€0.00 (0.00%)
- Expense ratio
- 0.65%
- Day range
- €1,447.80 – €1,452.40
- Assets
- €2.2B
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2015
- Dividends
- —
- 1 month
- -4.13%
- 6 months
- +7.01%
- YTD
- +3.87%
- 1 year
- +4.49%
- 5 years
- +51.43%
Price change, excluding dividends.
Top 10 holdings
- 1Tesla Inc9.2%
- 2Intel Corp7.5%
- 3Berkshire Hathaway Inc6.1%
- 4Advanced Micro Devices Inc6.1%
- 5Microsoft Corp5.1%
- 6Alphabet Inc4.1%
- 7Fortinet Inc4.0%
- 8Sandisk Corp3.8%
- 9SWAP - BofA Securities Europe SA3.6%
- 10Palantir Technologies Inc2.7%
These 10 are 52.3% of the fund.
Where the money is invested
Sectors
- Technology56.6%
- Consumer Cyclical14.5%
- Financial Services12.9%
- Communication Services7.1%
- Industrials2.5%
- Healthcare2.0%
Countries
- United States93.8%
- Other4.1%
- Uruguay2.0%
- Sweden0.1%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| UCAPLSEOssiam Shiller Barclays Cape US Sector Value TR | 0.65% | 2.5B |
Assets are shown in each fund's own reporting currency.
How to invest in USCP 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 USCP and buy
Find the fund by its ticker, USCP, on XETRA, and place your order.
Why invest in USCP from India
What USCP holds
The primary aim of this Fund is to track the performance of the Shiller Barclays CAPE US Sector Value Net TR Index, specifically its closing valuation. This is achieved before the deduction of any fund-related fees and operational expenses.
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 USCP from India?
Yes. Indian residents can buy Ossiam Shiller Barclays Cape US Sector Value TR (USCP) 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 USCP 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 56.6%. The fund is domiciled in Luxembourg.
What is the expense ratio of USCP?
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 €2.2B.
What tax do I pay in India when I sell USCP?
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.