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Tax benefits on mutual funds

If investments in equity schemes are held over a year, they qualify for long-term capital gains tax

Can I get tax benefits in all long-term investments in mutual funds?
- Amulya Kumar Singh

If investments in equity schemes are held over a year, they qualify for long-term capital gains tax. Long-term capital gains tax is zero on equity mutual fund schemes. If you sell your investments in debt mutual fund schemes after three years, the gains would be treated as long-term capital gains and they will be taxed at 20 per cent with indexation benefit.

This article was originally published on December 16, 2015.

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