XETRA · UCITS ETF
Invest in V60D ETF from India
Indian and foreign residents can buy Vanguard LifeStrategy 60% Equity UCITS ETF (V60D) units directly through Paasa.
By Paasa · Updated
V60D at a glance
- Price
- €32.71+€0.15 (0.45%)
- Expense ratio
- 0.25%
- Day range
- €32.66 – €32.71
- Assets
- €1.1B
- Domicile
- Ireland
- Holdings
- 17
- Launched
- 2020
- Dividends
- Distributing
- 1 month
- -0.23%
- 6 months
- +9.75%
- YTD
- +7.23%
- 1 year
- +8.44%
- 5 years
- +19.84%
Price change, excluding dividends.
Top 10 holdings
- 1Vanguard FTSE Developed World UCITS ETF19.4%
- 2Vanguard FTSE All-World UCITS ETF19.3%
- 3Vanguard Global Aggregate Bond UCITS ETF19.1%
- 4Vanguard FTSE North America UCITS ETF12.7%
- 5Vanguard USD Treasury Bond UCITS ETF7.6%
- 6Vanguard EUR Eurozone Government Bond UCITS ETF5.1%
- 7Vanguard USD Corporate Bond UCITS ETF4.9%
- 8Vanguard FTSE Emerging Markets UCITS ETF4.2%
- 9Vanguard FTSE Developed Europe UCITS ETF2.8%
- 10Vanguard EUR Corporate Bond UCITS ETF1.8%
V60D holds 17 securities in total. These 10 are 96.8% of the fund.
Where the money is invested
Sectors
- Technology32.5%
- Financial Services15.3%
- Industrials10.5%
- Consumer Cyclical9.2%
- Communication Services8.4%
- Healthcare7.7%
Countries
- Ireland100.0%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| V60AXETRAVanguard LifeStrategy 60% Equity UCITS ETF (EUR) Accumulating | 0.25% | 1.1B |
Assets are shown in each fund's own reporting currency.
How to invest in V60D 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 V60D and buy
Find the fund by its ticker, V60D, on XETRA, and place your order.
Why invest in V60D from India
What V60D holds
This fund endeavors to achieve substantial capital growth over an extended period, alongside a steady, moderate income. It accomplishes this by allocating its portfolio to both equities and fixed-income assets, largely through holdings in other investment funds.
Outside US estate tax
V60D 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 V60D's UCITS structure matters for Indian investors
V60D 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 V60D from India?
Yes. Indian residents can buy Vanguard LifeStrategy 60% Equity UCITS ETF (V60D) 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 V60D invest in?
Vanguard LifeStrategy 60% Equity UCITS ETF holds 17 securities. Its largest holdings are Vanguard FTSE Developed World UCITS ETF (19.4%), Vanguard FTSE All-World UCITS ETF (19.3%) and Vanguard Global Aggregate Bond UCITS ETF (19.1%). Technology is its largest sector at 32.5%. It is a distributing fund domiciled in Ireland.
What is the expense ratio of V60D?
Vanguard LifeStrategy 60% Equity UCITS ETF has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about €1.1B.
Is V60D a UCITS ETF, and why does that matter for Indian investors?
Yes. Vanguard LifeStrategy 60% Equity 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.
How are V60D dividends taxed in India?
Vanguard LifeStrategy 60% Equity UCITS ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell V60D?
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.