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London Stock Exchange ETF segment · UCITS ETF

Invest in XDAX ETF from India

Indian and foreign residents can buy Xtrackers DAX UCITS ETF (XDAX) units directly through Paasa.

By Paasa · Updated

XDAX at a glance

Price
£202.55-£0.65 (0.32%)
Expense ratio
0.09%
Day range
£202.50 – £204.15
Assets
£6.1B
Domicile
Luxembourg
Holdings
—
Launched
2007
Dividends
—
1 month
-4.55%
6 months
+11.74%
YTD
+0.57%
1 year
+4.05%
5 years
+61.15%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1SIEMENS AG REG11.8%
  2. 2SAP SE10.6%
  3. 3ALLIANZ SE REG9.3%
  4. 4SIEMENS ENERGY AG7.0%
  5. 5AIRBUS SE6.5%
  6. 6DEUTSCHE TELEKOM AG REG5.3%
  7. 7INFINEON TECHNOLOGIES AG4.2%
  8. 8MUENCHENER RUECKVER AG REG3.8%
  9. 9DEUTSCHE BANK AG REGISTERED3.5%
  10. 10DHL AG3.1%

These 10 are 65.1% of the fund.

Where the money is invested

Sectors

  • Industrials33.9%
  • Financial Services21.8%
  • Technology14.9%
  • Healthcare6.4%
  • Consumer Cyclical6.2%
  • Communication Services5.8%

Countries

  • Germany93.0%
  • Netherlands7.0%
  • Other0.0%

Similar funds

FundExpense ratioAssets
EL4AXETRADeka DAX UCITS ETF0.15%1.9B
C001XETRAAmundi Core DAX UCITS ETF Dist0.08%1.5B

Assets are shown in each fund's own reporting currency.

How to invest in XDAX 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 XDAX and buy

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

Why invest in XDAX from India

What XDAX holds

This fund aims to replicate the performance of the DAX Index, which comprises leading German blue-chip companies. These corporations are traded in euros on the FWB Frankfurt Stock Exchange.

Outside US estate tax

XDAX 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 XDAX's UCITS structure matters for Indian investors

XDAX 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 XDAX from India?

Yes. Indian residents can buy Xtrackers DAX UCITS ETF (XDAX) 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 XDAX invest in?

Its largest holdings are SIEMENS AG REG (11.8%), SAP SE (10.6%) and ALLIANZ SE REG (9.3%). Industrials is its largest sector at 33.9%. The fund is domiciled in Luxembourg.

What is the expense ratio of XDAX?

Xtrackers DAX UCITS ETF has an expense ratio of 0.09% a year, taken from the fund's assets rather than billed to you. The fund manages about £6.1B.

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

Yes. Xtrackers DAX 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 XDAX?

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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