XETRA · ETF
Invest in ZSRI ETF from India
Indian and foreign residents can buy BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped (ZSRI) units directly through Paasa.
By Paasa · Updated
ZSRI at a glance
- Price
- €33.00-€0.22 (0.65%)
- Expense ratio
- 0.25%
- Day range
- €33.00 – €33.40
- Assets
- €216.0M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2018
- Dividends
- Distributing
- 1 month
- -1.98%
- 6 months
- +10.09%
- YTD
- +7.83%
- 1 year
- +12.38%
- 5 years
- +18.30%
Price change, excluding dividends.
Where the money is invested
Sectors
- Financial Services27.3%
- Industrials18.5%
- Healthcare10.6%
- Consumer Defensive10.1%
- Technology8.6%
- Basic Materials7.4%
Countries
- Switzerland18.6%
- United Kingdom18.4%
- France14.0%
- Netherlands12.4%
- Germany7.7%
- Sweden6.4%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| ASRRXETRABNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped | 0.25% | 216.0M |
Assets are shown in each fund's own reporting currency.
How to invest in ZSRI 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 ZSRI and buy
Find the fund by its ticker, ZSRI, on XETRA, and place your order.
Why invest in ZSRI from India
What ZSRI holds
The primary goal of this investment vehicle is to closely track the financial performance of the MSCI Europe SRI (NTR) index (known by its Bloomberg code: M7CXBRM), accurately reflecting all its market movements. A crucial objective is to ensure that the deviation between the sub-fund's returns and the index's returns remains below one percent.
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.
Frequently asked questions
Can I buy ZSRI from India?
Yes. Indian residents can buy BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped (ZSRI) 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 is the expense ratio of ZSRI?
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about €216.0M.
How are ZSRI dividends taxed in India?
BNP Paribas Easy MSCI Europe SRI S-Series PAB 5% Capped 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 ZSRI?
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.