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London Stock Exchange ETF segment · UCITS ETF

Invest in XD3E ETF from India

Indian and foreign residents can buy Xtrackers Euro Stoxx Quality Dividend UCITS ETF (XD3E) units directly through Paasa.

By Paasa · Updated

XD3E at a glance

Price
£25.57-£0.24 (0.92%)
Expense ratio
0.3%
Day range
£25.57 – £25.75
Assets
£650.9M
Domicile
Luxembourg
Holdings
—
Launched
2007
Dividends
Distributing
1 month
-2.52%
6 months
+6.88%
YTD
+6.12%
1 year
+12.84%
5 years
+44.20%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1MUENCHENER RUECKVER AG REG4.4%
  2. 2AXA SA4.3%
  3. 3PUBLICIS GROUPE4.2%
  4. 4GENERALI4.2%
  5. 5TOTALENERGIES SE4.0%
  6. 6NN GROUP NV3.8%
  7. 7DANONE3.6%
  8. 8ENEL SPA3.5%
  9. 9KONINKLIJKE AHOLD DELHAIZE N3.5%
  10. 10BANK OF IRELAND GROUP PLC3.5%

These 10 are 39.0% of the fund.

Where the money is invested

Sectors

  • Financial Services33.9%
  • Industrials13.7%
  • Utilities12.1%
  • Consumer Defensive10.1%
  • Energy8.4%
  • Communication Services7.2%

Countries

  • France30.4%
  • Italy17.7%
  • Germany15.9%
  • Netherlands14.9%
  • Spain11.7%
  • Portugal3.5%

How to invest in XD3E from India

  1. 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.

  2. 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 GBP when you buy.

  3. Step 3

    Search XD3E and buy

    Find the fund by its ticker, XD3E, on the London Stock Exchange ETF segment, and place your order.

Why invest in XD3E from India

What XD3E holds

This ETF aims to track the Euro Stoxx Quality Dividend 50 Index, which is designed to reflect the performance of 50 leading blue-chip companies within the Eurozone. These companies, sourced from the Euro Stoxx universe and listed in Euros, are distinguished by their high quality, attractive dividend payments, and lower volatility.

Outside US estate tax

XD3E 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 XD3E's UCITS structure matters for Indian investors

XD3E 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.

See UCITS options

Frequently asked questions

Can I buy XD3E from India?

Yes. Indian residents can buy Xtrackers Euro Stoxx Quality Dividend UCITS ETF (XD3E) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. 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 XD3E invest in?

Its largest holdings are MUENCHENER RUECKVER AG REG (4.4%), AXA SA (4.3%) and PUBLICIS GROUPE (4.2%). Financial Services is its largest sector at 33.9%. It is a distributing fund domiciled in Luxembourg.

What is the expense ratio of XD3E?

Xtrackers Euro Stoxx Quality Dividend UCITS ETF has an expense ratio of 0.3% a year, taken from the fund's assets rather than billed to you. The fund manages about £650.9M.

Is XD3E a UCITS ETF, and why does that matter for Indian investors?

Yes. Xtrackers Euro Stoxx Quality Dividend 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.

How are XD3E dividends taxed in India?

Xtrackers Euro Stoxx Quality Dividend 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 XD3E?

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 GBP/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.

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