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Tax Rates

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Dividend

Indiviual

Corporate

NRI

Equity schemes

Tax free

Tax free

Tax free

Debt schemes

Tax free

Tax free

Tax free

Nil

Nil

30%+ 5% surcharge+ 3% cess

12.5%+ 5% surcharge+ 3% cess

Dividend distribution tax Equity schemes

Nil

Debt Scheme(other  than Money market 12.5%+ 5% surcharge+ 3% and cess Liquid schemes)

13.51875% 

Money market Liquid schemes

and

25% + 5% surcharge + 3% cess

27.0375% 

32.445% 

30% + 5% surcharge + 3% cess

32.445% 

13.51875% 

25% + 5% surcharge + 3% cess

27.0375% 

Long term Capital gains (Units held for more than 12 months) 1

Equity schemes  

Debt schemes

Nil

10% without indexation or  20% with indexation whichever is lower + 3% cess

Nil

Nil

10% without indexation or 20% with indexation whichever is lower+5% surcharge + 3% cess

For listed securities  10% without indexation or  20% with indexation whichever is lower + 3% cess For non listed securities   10% without indexation + 3% Education cess

3

Without indexation

10.3%

10.815%

10.3%  

With indexation

20.6%

21.63%

20.6%  

3

This website stores data such as (Units held for 12 months or less) Short term Capital gains cookies to enable essential site Equity schemes 15% flat + 3% cess 15% + 5% surcharge + 3% cess functionality, as well as marketing, personalization, and analytics. You 15.45%  16.2225%  may change your settings at any time or accept the default settings. Debt schemes

30% + 3% cess

30.9% 

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30% +5% surcharge + 3% cess 2

32.445%  

15% + 3% cess 3

15.45%  

30% + 3% cess 3

30.9%  

1 Marketing STT @ 0.25% will be deducted on equity funds at the time of redemption and switch to the other schemes 2

For foreign corporates, the rate applicable would be 40% + 2% surcharge + 3% cess i.e. 42.024% Personalization 3

The short term/long term capital gain tax will be deducted at the time of redemption of units in case of non-resident

Analytics investors only

The rates that will be applied by the AMC at the time of redemption would be as follows

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  Tax Deducted at Source (Applicable only to NRI Investors)  

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