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Let’s learn about what are Mutual Fund Taxes What’s that

Discover Mutual Fund Taxes with Divadhvik to grow your wealth strategically. Learn about tax implications on mutual fund investments, including capital gains and dividends. Optimize your returns with tax-efficient strategies. Trust Divadhvik for expert guidance to enhance your financial portfolio and achieve your wealth goals.<br><br><br><br><br><br><br>

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Let’s learn about what are Mutual Fund Taxes What’s that

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  1. Let’s learn about what are MUTUAL FUND TAXES WHAT’S THAT? Divadhvik_official www.divadhvik.com

  2. Capital gains are the profits you make when you sell an investment, like a mutual fund. Mutual fund taxes depend on the type of mutual fund (equity or debt) and how long you hold it (holding period). Divadhvik_official www.divadhvik.com

  3. EQUITY VS. DEBT MUTUAL FUNDS Equity funds invest in company stocks, aiming for higher returns but with more volatility due to market swings. Long-term equity gains get tax benefits like exemption up to a limit. Debt funds, on the other hand, invest in bonds and government securities, offering lower risk and predictable returns. Debt fund taxes depend on how long you hold them, with shorter investments taxed at your income tax slab rate. Divadhvik_official www.divadhvik.com

  4. DON'T FORGET ABOUT DIVIDENDS! Holding your equity mutual funds for over a year unlocks tax benefits! Long-Term Capital Gains (LTCG) on equity funds enjoy an exemption of up to Rs. 1 lakh per financial year. This means your gains are tax-free up to this limit. *Here's the advantage: Invest Rs. 50,000 and see it grow to Rs. 75,000 after two years. Your LTCG is Rs. 25,000, but the first Rs. 1 lakh is exempt. You only pay tax on the remaining Rs. 15,000 (at 10% = Rs. 1,500). * Divadhvik_official www.divadhvik.com

  5. EXCEEDING THE LTCG EXEMPTION Dividends are a portion of the mutual fund's profits distributed to investors. As of 2020, dividends are taxed in the hands of the investor. The Asset Management Company (AMC) deducts TDS (Tax Deducted at Source) at 10% if the total dividend payout exceeds Rs. 5,000 in a financial year. You can claim this TDS when filing your taxes. Divadhvik_official www.divadhvik.com

  6. Follow for more Follow for more ! Disclaimer ! ! Disclaimer ! Investment in securities market are subject to market risk please read all related documents carefully before investing. Divadhvik Corporate Services Pvt Ltd are not liable or responsible for any of your (Investor’s) profit or loss in market related securities investments. Divadhvik_official www.divadhvik.com

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