XETRA · UCITS ETF
Invest in XB4A ETF from India
Indian and foreign residents can buy Xtrackers ATX UCITS ETF (XB4A) units directly through Paasa.
By Paasa · Updated
XB4A at a glance
- Price
- €146.32+€1.24 (0.85%)
- Expense ratio
- 0.25%
- Day range
- €145.42 – €147.08
- Assets
- €151.2M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2011
- Dividends
- —
- 1 month
- +3.36%
- 6 months
- +36.11%
- YTD
- +35.16%
- 1 year
- +54.30%
- 5 years
- +132.29%
Price change, excluding dividends.
Top 10 holdings
- 1ERSTE GROUP BANK AGEBS.VI19.8%
- 2BAWAG GROUP AGBG.VI15.1%
- 3OMVOMV.VI12.7%
- 4RAIFFEISEN BANK INTERNATIONAL AGRBI.VI9.3%
- 5ANDRITZ AGANDR.VI6.6%
- 6VOESTALPINE AGVOE.VI6.2%
- 7AT & S AUSTRIA TECHNOLOGIE & SYSTEATS.VI6.0%
- 8VERBUND AGVER.VI4.6%
- 9STRABAGSTR.VI4.1%
- 10VIENNA INSURANCE GROUP AGVIG.VI2.9%
These 10 are 87.4% of the fund.
Where the money is invested
Sectors
- Financial Services50.6%
- Industrials15.2%
- Energy13.0%
- Basic Materials8.8%
- Utilities6.3%
- Technology4.7%
Countries
- Austria99.9%
- Other0.1%
- Ireland0.0%
How to invest in XB4A 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 XB4A and buy
Find the fund by its ticker, XB4A, on XETRA, and place your order.
Why invest in XB4A from India
What XB4A holds
This fund seeks to replicate the returns of the ATX NTR, an index comprising the twenty largest and most liquid Austrian blue-chip corporations. These companies are traded in Euros on the Vienna Stock Exchange (Wiener Börse).
Outside US estate tax
XB4A 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 XB4A's UCITS structure matters for Indian investors
XB4A 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.
Frequently asked questions
Can I buy XB4A from India?
Yes. Indian residents can buy Xtrackers ATX UCITS ETF (XB4A) 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 XB4A invest in?
Its largest holdings are ERSTE GROUP BANK AG (19.8%), BAWAG GROUP AG (15.1%) and OMV (12.7%). Financial Services is its largest sector at 50.6%. The fund is domiciled in Luxembourg.
What is the expense ratio of XB4A?
Xtrackers ATX 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 €151.2M.
Is XB4A a UCITS ETF, and why does that matter for Indian investors?
Yes. Xtrackers ATX UCITS ETF 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 XB4A?
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.