Tax & forms
Mutual Fund Capital Gains Tax in India (FY 2026-27)
Equity funds: 12.5% LTCG above ₹1.25 lakh after 12 months, 20% STCG. Debt funds bought after April 2023: slab rate. Full FY 2026-27 table, SIP and IDCW rules.
· 9 min read
Sanriya blog
Tax & forms
9 articles on tax & forms, newest first.
9 articles
Tax & forms
The Power of Tax Deferment: Let Your Money Grow, Not Your Tax Burden!
The Power of Tax Deferment: Let Your Money Grow, Not Your Tax Burden! When you invest, how your gains are taxed can make a huge difference to your final wealth. Two common types of investments…
· 3 min read
Tax & forms
How Does Tax Work for SIP, STP, and SWP?
SIP is a systematic way of investing in Mutual Funds. STP involves regularly transferring money from one Mutual Fund to another, and SWP is about systematically withdrawing money from a Mutual Fund…
· 2 min read
Tax & forms
What are the differences between ELSS, PPF, NSC, and Bank FDs regarding tax-saving benefits under Section 80C?
The Income Tax Act allows individuals to save taxes by investing in specific financial instruments under Section 80C. You can save up to ₹1.5 lakh every year through options like the Public…
· 3 min read
Tax & forms
What are ELSS (Equity-Linked Savings Schemes) or tax-saving mutual funds?
ELSS (Equity-Linked Savings Scheme) funds are a type of mutual fund that helps you save on taxes and offers the potential for high returns by investing in stocks. They are an attractive tax-saving…
· 4 min read
Tax & forms
What is the Taxation on Hybrid Funds?
The taxation of Hybrid Funds has changed significantly from April 1, 2023, following the amendments announced in the Budget 2023. Hybrid funds can now be taxed based on how much of the fund is…
· 2 min read
Tax & forms
How Do Taxes Work on Equity Funds?
Mutual Funds must have at least 65% of their portfolio invested in equities to qualify for equity taxation. This includes pure equity funds like large-cap, mid-cap, and small-cap funds, as well as…
· 2 min read
Tax & forms
Form 15H
What is Form Form 15H? Form 15H is a self-declaration that may be submitted by senior citizen aged 60 years or above to prevent TDS deduction on your income i.e. interest earned from fixed deposits…
· 11 min read
Tax & forms
Form 15G
What is Form 15G? Form 15 G is a form you can apply to stop deducting TDS from your income if you fulfill the following conditions. For this, PAN is mandatory. Some banks allow you to use the…
· 10 min read