London Stock Exchange ETF segment · UCITS ETF
Invest in XSDR ETF from India
Indian and foreign residents can buy Xtrackers MSCI Europe Health Care Screened UCITS ETF (XSDR) units directly through Paasa.
By Paasa · Updated
XSDR at a glance
- Price
- £186.75-£2.28 (1.21%)
- Expense ratio
- 0.17%
- Day range
- £186.75 – £187.24
- Assets
- £266.7M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2007
- Dividends
- —
- 1 month
- -4.96%
- 6 months
- -3.90%
- YTD
- -4.90%
- 1 year
- +0.12%
- 5 years
- +21.15%
Price change, excluding dividends.
Top 10 holdings
- 1ROCHE PS PAR AG16.9%
- 2NOVARTIS AG15.1%
- 3ASTRAZENECA PLC14.2%
- 4NOVO NORDISK CLASS B7.1%
- 5GLAXOSMITHKLINE5.7%
- 6SANOFI SA5.2%
- 7ARGENX3.5%
- 8BAYER AG3.1%
- 9LONZA GROUP AG2.8%
- 10ESSILORLUXOTTICA SA2.8%
These 10 are 76.1% of the fund.
Where the money is invested
Countries
- Switzerland43.3%
- United Kingdom22.6%
- France9.1%
- Denmark8.9%
- Germany7.2%
- Netherlands5.0%
How to invest in XSDR 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 GBP when you buy.
Step 3
Search XSDR and buy
Find the fund by its ticker, XSDR, on the London Stock Exchange ETF segment, and place your order.
Why invest in XSDR from India
What XSDR holds
This index is designed to track the financial performance of large and medium-sized corporations based in developed European nations, exclusively within the healthcare industry, according to the Global Industry Classification Standard (GICS) taxonomy. Constituents are weighted based on their free-float adjusted market capitalization; however, to maintain diversification, weight limits are imposed: the maximum allocation for any single corporate group is 35%, with all other associated entities restricted to 20%.
Outside US estate tax
XSDR 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 XSDR's UCITS structure matters for Indian investors
XSDR 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 XSDR from India?
Yes. Indian residents can buy Xtrackers MSCI Europe Health Care Screened UCITS ETF (XSDR) 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 XSDR invest in?
Its largest holdings are ROCHE PS PAR AG (16.9%), NOVARTIS AG (15.1%) and ASTRAZENECA PLC (14.2%). The fund is domiciled in Luxembourg.
What is the expense ratio of XSDR?
Xtrackers MSCI Europe Health Care Screened UCITS ETF has an expense ratio of 0.17% a year, taken from the fund's assets rather than billed to you. The fund manages about £266.7M.
Is XSDR a UCITS ETF, and why does that matter for Indian investors?
Yes. Xtrackers MSCI Europe Health Care Screened 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 XSDR?
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.