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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