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Taxation on Mutual Funds, Taxation, Equity Funds, Debt - Coggle Diagram
Taxation on Mutual Funds
Taxation
Equity Funds
Debt Funds
Hybrid Funds
Equity Funds
Tax on Dividends
Taxable in the hands of the investor as per slab rates
Dividend > Rs 5,000
TDS @ 10%
Tax on Capital Gains
Taxed at redemption
STCG
Redemption < 12 months
Rate @ 15%
LTCG
Redemption > 12 months
Rate @ 10%
Exemption - Rs 1 Lakh
SIPs
FIFO Basis
STCG/LTCG as applicable
Debt
Tax on Capital Gains
Taxed at redemption
STCG
Redemption < 36 months
Tax - As per slab rates
LTCG
Redemption > 36 months
Tax Rate @ 20%
after indexation
SIPs
FIFO Basis
STCG/LTCG as applicable
Taxation on Dividends
Taxable in the hands of the investor as per slab rate
Dividend > Rs 5,000
TDS @ 10%