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Mutual Fund Capital Gains Tax Calculator

Calculate capital gains tax on your mutual fund redemption. Covers equity LTCG (12.5% above ₹1.25L), STCG (20%), debt fund taxation at slab rate, and grandfathering for pre-2018 investments. Updated for Finance Act 2024.

Cách chúng tôi tính toán - phương pháp, công thức & nguồn

Thuế phải nộp

₹21,875

LTCG @ 12.5%₹1.25L exemption applied

Equity MF (≥65% equity)

months
Long-term (held > 12 months) - lower tax rate applies

Equity Mutual Fund • held for 1 year 2 months Long-term capital gain of ₹3,00,000

Số tiền nhận sau thuế

₹7.8L

Lãi ròng

+₹2.8L

Thuế suất thực tế

7.29%

Chi tiết mua lại

Cost
Net Gain
Cost: ₹5LNet gain: ₹2.8LTax: ₹21,875

Tính thuế

Purchase amount
₹5,00,000
Sale / Redemption amount
₹8,00,000
Capital gain
+₹3,00,000
Less: LTCG exemption
-₹1,25,000
Taxable gain
₹1,75,000
Tax rate (LTCG)
12.5%
Tax payable
₹21,875

Surcharge and 4% health & education cess not included. Actual tax may be slightly higher.

Tax-efficient exit

Equity LTCG is the most tax-efficient category at 12.5% with ₹1.25L annual exemption. Your effective tax rate is 7.3%.

Tham khảo nhanh quy tắc thuế

Fund TypeSTCG RateLTCG RateLT ThresholdExemption
Equity MF20%12.5%>12 mo₹1.25L
Debt (post-Apr '23)Slab rate (always)N/ANone
Debt (pre-Apr '23)Slab rate12.5%>24 moNone
Hybrid/Intl/GoldSlab rate12.5%>24 moNone

Per Finance Act 2024, effective 23 July 2024. Surcharge & cess additional. Equity grandfathering applies to units bought before 31 Jan 2018.

Disclaimer: This calculator provides an estimate based on Finance Act 2024 rates. It does not include surcharge (10-37% for high incomes) or 4% health & education cess. Equity LTCG exemption of ₹1.25L is per financial year across all equity transactions. Capital losses can be set off against gains - consult a CA for your complete tax picture.