Primary Holder Enjoys Tax Benefits | Value Research In the case of mutual funds, only the primary holder is treated as the beneficiary for all the tax benefits
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Primary Holder Enjoys Tax Benefits

In the case of mutual funds, only the primary holder is treated as the beneficiary for all the tax benefits

If one is holding MF jointly with one's Wife/Father/Mother/Sibling, what are the tax rules for all the parties involved?
- Anurag Garg

In the case of mutual funds, only the primary holder is treated as the beneficiary for all the tax benefits. He/she is also responsible for any taxes to be paid.

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