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How to calculate capital gains tax in an SWP?

Systematic withdrawal plans or SWPs are subject to tax and it depends on the type of funds you are withdrawing from

How to calculate capital gains tax in an SWP?

If I opt for an SWP from a fund where I have units purchased during various times and different high/low prices, how can I calculate the capital gains? - Mohan Gangaramani What is an SWP? A systematic withdrawal plan (SWP) is a method whereby investors redeem their money either from equity funds or debt funds, depending on their investment needs. SWPs allow redemption of mutual fund units in a staggered manner which, in turn, averages the price at which one

This article was originally published on September 29, 2022.


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