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2. Exchange-Traded Funds

REITs & InvITs ETF

REIT/InvIT ETFs

ETF tracking an index of listed REITs and InvITs.

Risk Level
Medium ★★★☆☆
Liquidity
🟢 High
Min Investment
₹500
Ticket Size
₹500–₹5,000
Ideal Horizon
3–5 years
Region
India

📈 Historical Returns (Indicative)

1 Year
8–15%
3 Years
9–13%
5 Years
9–12%
10 Years
9–12%
20 Years
9–12%

⚠️ Indicative historical ranges only. Past performance does not guarantee future results. Returns vary significantly across individual instruments.

🧮 XIRR Calculator — REITs & InvITs ETF

Enter your actual investment dates and amounts to calculate your personal annualised return (XIRR). Use negative values for money invested, positive for money received back.

✅ Pros & ❌ Cons

Advantages

  • ✅ High liquidity — can exit anytime during market hours
  • ✅ Regular rental income distributions
  • ✅ Real estate exposure without direct ownership

Disadvantages

  • ❌ Complex tax treatment
  • ❌ Sensitive to interest rate changes

🚀 How to Invest in REITs & InvITs ETF

  1. Open a Demat account (Zerodha, Angel One, HDFC Securities)
  2. Search for the ETF ticker on NSE/BSE
  3. Buy during market hours (9:15 AM – 3:30 PM)
  4. Monitor NAV vs market price; check tracking error

💰 Tax Treatment (India)

Dividend component taxable at slab, interest component taxable, capital gains: LTCG 12.5% / STCG 20%
Tax pass-through structure; distributions are mix of dividend, interest, return of capital
Disclaimer: This page is for educational purposes only and does not constitute financial advice. Returns shown are indicative historical ranges and not guaranteed. Consult a SEBI-registered investment advisor before investing.
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