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Mutual Funds - How Much tax Do You Pay On Your Equity Investments?

04 Jul 2018

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Equity as an asset class is an important portion of an investor’s portfolio. However, tax rules vary for different types of equity instruments. For example, capital gains tax is based on the period of holding. So for stocks and equity-oriented mutual funds, long term is defined as more than 1 year, but for Ulips this parameter doesn’t apply.

Taxes reduce the overall returns that you can get from a product. Given that different equity assets attract different tax rules, an investor must take a careful look at the suitability of an investment in terms of taxes too.

Here’s a look at what the various taxes are.

 

Source: Live Mint BACK

Investment Advisory - Number of Complaints for the month of December 2020

All the beginning of the month Received during the month of December2020 - NIL Resolved during the month of December 2020 - NIL Pending at the end of the month - NIL Resons for pendancy
NIL NIL NIL NIL NIL

Disclosure as per Securities and Exchange Board of India ( Investment Advisors ) Regulations, 2013