How to invest in India using ETFs

How do I invest in Indian stocks?

The easiest way to invest in the whole Indian stock market is to invest in a broad market index. This can be done at low cost by using ETFs.

On the Indian stock market you find 2 indices, which are tracked by ETFs.

Alternatively, you can consider indices on the BRIC countries and Asia. However, India is only weighted with 20% or less in the alternative indices.

0.75% p.a. - 0.85% p.a.
annual total expense ratio (TER) of India ETFs
on the Indian stock market, which are tracked by ETFs
on the Indian stock market
The best indices for India ETFs

Performance of Indian stocks (MSCI India)

1 month: -0.48%
1 year: 5.32%
3 years: 16.17%
5 years: 61.09%

Indices in comparison

The best indices for ETFs on India

For an investment in the Indian stock market, 2 indices tracked by 5 ETFs are available. On the MSCI India index there are 4 ETFs. On the Nifty 50 index there is 1 ETF. The total expense ratio (TER) of ETFs on these indices is between 0.75% p.a. and 0.85% p.a..

Index Investment focus Number of ETFs Number of constituents Short description

MSCI India

India 4 ETFs 79
(29/12/17)
The MSCI India index tracks the leading Indian stocks.
Index factsheet

Nifty 50

India 1 ETF 50
The Nifty 50 index tracks 50 stocks from 22 sectors of the Indian economy.
Index factsheet
ETF
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
Xtrackers Nifty 50 UCITS ETF 1CLU0292109690 193 0.85% p.a. Accumulating Luxembourg Unfunded swap
Amundi MSCI India UCITS ETF - EUR (C)LU1681043086 192 0.80% p.a. Accumulating Luxembourg Unfunded swap
Lyxor MSCI India UCITS ETF C-USDFR0010375766 178 0.85% p.a. Accumulating France Unfunded swap
Xtrackers MSCI India Index UCITS ETF 1CLU0514695187 176 0.75% p.a. Accumulating Luxembourg Unfunded swap
Amundi ETF MSCI India UCITS ETF - USDLU1681043169 10 0.80% p.a. Accumulating Luxembourg Unfunded swap
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI India 6.34% 1.27% 0.20% 6.50% 20.47%
Nifty 50 5.43% 2.71% 1.03% 6.88% 25.42%
Index   2018
in %
2017
in %
2016
in %
2015
in %
2014
in %
MSCI India -0.84% 30.76% -0.95% -7.47% 36.60%
Nifty 50 1.38% 30.50% 2.34% -8.87% 43.04%

Source: justETF.com; As of 31/07/18; Calculations in CHF based on the largest ETF of the respective index.

 

The cheapest India ETFs
by total expense ratio (TER)

Show all

Regional indices on Brazil, Russia, India and China (BRIC)

Besides India ETFs you may consider ETFs on the BRIC countries. In total, you can invest in 2 BRIC indices tracked by 2 ETFs. However, India is weighted with 20% or less in the BRIC indices. The total expense ratio (TER) of ETFs on BRIC countries is between 0.65% p.a. and 0.74% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
DAXglobal® BRIC Emerging Markets
India: 21,73%
(29/12/2017)
1 ETF 40
The DAXglobal BRIC index tracks the 40 largest and most traded stocks from Brazil, Russia, India and China. The Index contains 10 stocks from each of these countries.
FTSE BRIC 50 Emerging Markets
India: 5,19%
(29/12/2017)
1 ETF 50
The FTSE BRIC 50 index tracks the 50 largest stocks of the BRIC countries (Brazil, Russia, India, China).
Index factsheet
ETF
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
iShares BRIC 50 UCITS ETFIE00B1W57M07 267 0.74% p.a. Distributing Ireland Physically backed
Market Access DAXglobal BRIC UCITS ETFLU0269999792 17 0.65% p.a. Accumulating Luxembourg Unfunded swap
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
DAXglobal® BRIC 5.58% -2.94% -5.72% 11.86% 26.83%
FTSE BRIC 50 0.96% -6.30% -9.40% 14.34% 38.15%
Index   2018
in %
2017
in %
2016
in %
2015
in %
2014
in %
FTSE BRIC 50 -0.54% 30.35% 18.68% -11.68% 6.78%
DAXglobal® BRIC 1.45% 14.76% 24.57% -13.61% 1.11%

Source: justETF.com; As of 31/07/18; Calculations in CHF based on the largest ETF of the respective index.

 

Asian indices with a share of India

Alternatively, you may consider investing in Asia. In total, you can invest in 2 Asian indices tracked by 2 ETFs. Unfortunately, India is weighed even less with under 15% in the Asian indices. The total expense ratio (TER) of ETFs on Asia is between 0.20% p.a. and 0.65% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
MSCI AC Asia ex Japan Asia Pacific
India: 10.11%
(29/12/2017)
2 ETFs 647
(29/12/17)
The MSCI AC (All Cap) Asia ex Japan index tracks equity markets of the emerging and developed countries of the Asia region, excluding Japan.
Index factsheet
MSCI Emerging Markets Asia Asia Pacific
India: 11.99%
(29/12/2017)
5 ETFs 572
(29/12/17)
The MSCI Emerging Markets Asia index tracks large and mid cap companies from Asian emerging markets.
Index factsheet
ETF
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
Amundi MSCI Emerging Markets Asia UCITS ETF - EUR (C)LU1681044480 1,391 0.20% p.a. Accumulating Luxembourg Unfunded swap
Amundi ETF MSCI Emerging Markets Asia UCITS ETF - USDLU1681044563 743 0.20% p.a. Accumulating Luxembourg Unfunded swap
Xtrackers MSCI EM Asia Index Swap UCITS ETF 1CLU0292107991 616 0.65% p.a. Accumulating Luxembourg Unfunded swap
Xtrackers MSCI AC Asia ex Japan Index Swap UCITS ETF 1CLU0322252171 600 0.65% p.a. Accumulating Luxembourg Unfunded swap
iShares MSCI EM Asia UCITS ETF (Acc)IE00B5L8K969 521 0.65% p.a. Accumulating Ireland Optimized sampling
SPDR MSCI EM Asia UCITS ETFIE00B466KX20 442 0.55% p.a. Accumulating Ireland Optimized sampling
UBS ETF (IE) MSCI AC Asia Ex Japan SF UCITS ETF (USD) A-accIE00B7WK2W23 126 0.32% p.a. Accumulating Ireland Swap-based
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI AC Asia ex Japan 0.34% -5.69% -5.81% 6.71% 32.70%
MSCI Emerging Markets Asia 0.64% -5.37% -6.31% 7.43% 36.76%
Index   2018
in %
2017
in %
2016
in %
2015
in %
2014
in %
MSCI AC Asia ex Japan -3.18% 35.20% 7.10% -9.49% 15.59%
MSCI Emerging Markets Asia -3.10% 36.03% 7.76% -9.93% 16.37%

Source: justETF.com; As of 31/07/18; Calculations in CHF based on the largest ETF of the respective index.