Part 2: Understanding Mutual Fund Taxation - Equity, Debt and Hybrid Mutual Funds Part 2: Understanding Mutual Fund Taxation - Equity, Debt and Hybrid Mutual Funds This article explains the taxation of equity, debt, and hybrid mutual funds post-Budget 2024, covering long-term and short-term capital gains, indexation benefits, and tax planning. DSIJ Intelligence-2 / Thursday, February 27, 2025 / Article rating: 5.0
Part 1: Understanding Mutual Fund Taxation - Dividend Taxation Part 1: Understanding Mutual Fund Taxation - Dividend Taxation Understanding mutual fund dividend taxation is crucial. Dividends are taxed as per income slabs, with 10 per cent TDS if income exceeds Rs 5,000 annually. Effective tax planning optimises returns. DSIJ Intelligence-2 / Tuesday, February 25, 2025 / Article rating: 5.0
No more indexation benefits for debt mutual funds; what should investors do? No more indexation benefits for debt mutual funds; what should investors do? Indexation benefits will no longer be available to debt mutual funds held for more than three years. Furthermore, they will be ineligible for the 20 per cent tax rate. What should investors do? Continue reading to learn more. DSIJ Intelligence / Friday, March 24, 2023 / Article rating: 3.9 Finance Bill 2023 has proposed significant modifications to debt mutual funds. Checkout this article to learn more.