How are inherited mutual funds taxed?

What is the tax treatment of mutual fund units received through transmission? For capital gains calculation, will the acquisition date be considered as the original purchase date or the date of transfer? - Thirumala Rao J When mutual fund units are inherited due to the death of the original investor, this process is known as transmission. Transmission does not trigger any immediate tax liability for the recipient, as the mutual fund units are transferred, not sold. For capital gains calculation, the original purchase date and purchase price of the

This article was originally published on March 20, 2025.