Taxation

What are the applicable taxes for my mutual fund returns?

Please refer to the Tax Reckoner published on the Zerodha Mutual Fund website at zerodhafundhouse.com.

What are long-term/short-term capital gain taxes?

Listed Equity/Balanced Funds (equity-based) if held for more than one year from the date of purchase are classified as Long-term Capital Assets. If the same were disposed of within one year from the date of purchase, the same shall be classified as Short Term Capital Assets.

Similarly, unlisted Equity/Debt Funds/Balanced funds (debt-based) if held for more than 3 years from the date of purchase shall be classified as Long term capital assets. Accordingly, if such funds are disposed of within 3 years from the date of purchase shall be categorised as Short Term Capital Assets. 

What is STT?

Securities Transaction Tax is applicable in respect of the sale of units of Equity-oriented Funds on a recognised stock exchange and on the repurchase (redemption) of units of Equity-oriented Funds.

STT is charged by the exchanges on the sale of units only.

What are the factors that determine the taxation of mutual funds?

Please refer to the Tax Reckoner published on Zerodha Mutual Fund website at zerodhafundhouse.com.

How will my MF investments be taxed?

Please refer to the Tax Reckoner published on Zerodha Mutual Fund website at zerodhafundhouse.com.

How to declare my mutual fund investments in the income tax return?

Please refer to the Tax Reckoner published on Zerodha Mutual Fund website at zerodhafundhouse.com.

I am an NRI. How would my Investments be taxed in India?

Please refer to the Tax Reckoner published on Zerodha Mutual Fund website at zerodhafundhouse.com.

What is the applicable TDS on my mutual fund investments?

Please refer to the Tax Reckoner published on Zerodha Mutual Fund website at zerodhafundhouse.com.