Mutual Fund Taxation | STCG Tax and LTCG Tax On Mutual Funds | Mutual Fund Tax Calculator

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Topics Explained in Video :
1. Mutual fund taxation
2. Mutual fund tax calculator
3. Stcg on mutual funds
4. Ltcg on mutual funds
5. Mutual fund taxation in india
6. Mutual fund tax
7. Mutual fund taxes explained
8. Mutual fund tax tamil
9. Mutual fund tax benefits
10. Mutual fund tax implications
11. Short term capital gain tax in mutual fund
12. Long term capital gain tax in mutual funds

Taxation of Capital Gains of Equity Funds:
Equity funds are those mutual funds whose portfolio’s equity exposure exceeds 65%. As mentioned above, you realiZe short-term capital gains on redeeming your equity fund units within a holding period of one year. These gains are taxed at a flat rate of 15%, irrespective of your income tax bracket.

You make long-term capital gains on selling your equity fund units after a holding period of one year or more. These capital gains of up to Rs 1 lakh a year are tax-exempt. Any long-term capital gains exceeding this limit attracts LTCG tax at the rate of 10%, and there is no benefit of indexation provided.

Taxation of Capital Gains of Debt Funds:
Debt funds are those mutual funds whose portfolio’s debt exposure is in excess of 65%. As mentioned in the table above, you get short-term capital gains on redeeming your debt fund units within a holding period of three years. These gains are added to your taxable income and taxed at your income tax slab rate.

Long-term capital gains are realiZed when you sell units of a debt fund after a holding period of three years. These gains are taxed at a flat rate of 20% after indexation.

Taxation of Capital Gains When Invested Through SIPs:
You purchase a certain number of mutual fund units through every SIP instalment. The redemption of these units is processed on a first-in-first-out basis. Suppose you invest in an equity fund through an SIP for one year, and you decide to redeem your entire investment after 13 months.

In this case, the units purchased first through the SIP are held for the long-term (over one year) and you realise long-term capital gains on these units. If the long-term capital gains are less than Rs 1 lakh, then you don’t have to pay any tax.

However, you make short-term capital gains on the units purchased through the SIPs from the second month onwards. These gains are taxed at a flat rate of 15% irrespective of your income tax slab. You will have to pay the applicable cess and surcharge on it.

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All Video of 'Investech Gurukul' are for education and information purpose only. The videos should not be considered as investment advice or as a recommendation.The user must perform a self-assestment before investing.

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