Is investing in physical gold a tax-efficient option?

Published: 27th Aug 2024

By: Value Research

Earlier tax rule

Short-term tax: If physical gold was sold within three years, the gains were added to the taxable income and taxed at the applicable income tax slab rates. Long-term tax: If sold after three years, a 20% tax was applicable on the gains, along with indexation benefit.

New tax rule

Short-term tax: Now, the gains are added to your taxable income if you sell physical gold in two years (it was three years earlier). Long-term tax: If sold after two years, a 12.5% tax will be payable on the gains. However, indexation benefits will no longer be applicable.

Which rule is better? 

Although a shorter holding period might benefit some investors, removing the indexation benefit will lead to a higher tax liability now.

So, which type of gold investment is more tax-efficient?

Let’s look at the other gold options: a) Gold mutual funds, b) Gold ETFs, and c) Sovereign Gold Bonds (SGBs). Of them, SGBs are the best option for long-term investors.

SGBs can be tax-efficient

For long-term investors, Sovereign Gold Bonds (SGBs) held until maturity or sold to the Reserve Bank of India (RBI) remain the best option. The gains are 100% tax free.

What about gold ETFs and mutual funds? 

To learn which option can be considered as a medium-term investment, we suggest you click below for the full story.

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