Mutual Funds Taxation in India 2024: Complete Guide by Category (Post-July 2024 Budget)

#MutualFundsTaxation, #india2024 , #taxguide , #equityfunds , #debtfunds , #hybridfunds , #investmenttips , #financialplanning , #taxsavingtips , #mutualfunds , #investinginindia , #finance2024 , #taxupdates , #investmentstrategy , #taxoptimization

Understanding mutual funds taxation is crucial for maximizing your investment returns in India. In this video, we provide a detailed, category-wise guide to mutual funds taxation in India for 2024. Learn about the different tax implications for equity, debt, and hybrid mutual funds, and discover strategies to optimize your tax liabilities.

Key takeaways:
- Overview of mutual funds taxation in India for 2024
- Category-wise breakdown: equity, debt, and hybrid mutual funds
- Tax-saving strategies and tips for investors

Latest updates and changes in mutual funds taxation laws
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00:00 Start
00:45 Debt & Conservative Hybrid Funds
07:19 Fund of funds, Balanced Hybrid, International MFs/Gold Funds & Gold/silver/Intl ETFs
14:22 Equity MFs

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[pranaballavjena]

Your explanation was the first one to come up and it was much better and clear than a MF AMC manager/advisor . Thanks for timely explanation.

[rajatjain]

Please make a video on RSU and ESOP Taxation of foreign listed companies as well. It will be really helpful for IT company employees. Thank you ! 😊

[sorcerer]

Thanks for providing clarity on debt funds acquired before Apr 23.

[sunilss]

Very informative. Too many schemes in mutual funds are creating confusion .

[sanjaykumar-ib]

You have explained the changes in taxation in budget 2024 in a very clear and detailed way. I was looking for this kind of explanation for new taxation. Thank you for this detailed presentation on new taxation.

[ramyasri]

Such an elaborate explanation.. excellent video to clear the great confusion created by Govt. Thanks gaurav sir & yadnya team

[pranaballavjena]

Indirectly it may mean that in the next 12 months the flow will be from debt to equity or hybrid as return of debt without indexation will hv few takers big tax collection for govt as adv tax .

[shanviranjitrathod]

Gold fund and gold etf pr detail me video banaye.. Pros & cons, taxes etc.. Thank you

[gmsubu]

Equity invested before 1st Feb 2018 is eligible for Grandfathering. All profits & losses till 31st Jan 2018 are out of tax net.

[radhakrishnakeny-enrw]

Thanks . The table clarifies everything.

[MANGESHPARADKAR]

Very clear and concise explanation. Thanks as it was quite confusing based on our Government’s precarious ways to keep on changing tax laws thereby not providing a stable policy. Removing indexation defies logic and the provision has been made just to increase tax

[sarojkumarkar]

Hi sir. Can u please elaborate on grandfathering provisions of equity mutual funds after budget 2024?
Thanks

[anupgupta]

Now what is more attractive in investment ulip or mutual fund due to tax changes in mutual fund

[track]

Thank you sir, please make a specific knowledge session based on only debt and conservative funds, old and new regime.

[puru]

Thanks a lot! This was really helpful.❤

[rahulsgharat]

Thanks sir you have explained untouched practical questions in this video

[collectivesoul]

Great..thanks, much needed information.

[anuragsethi]

Question - LTCG exempt of upto 1.25 lakhs applies only to Pure equity oriented mutual funds and NOT to FOF or Hybrid funds/multi asset where debt is like 35 and equity is 45 rest cash/other assets?

[vivekgarud]

Good explanation
If we invest LTCG of debt and equity MF in procuring second home then Zero tax applicable. Is it applicable to property purchase after 23July 2024?

[chaand]

I'm still missing below two points in this video.
1. What's tax implication on mutual funds redemed in this financial year before 23rd july (many peple did redeem long held MFs before & after poll results of 4th june 2024).

2. Is the inherent grandfather calculation abolished now that said NAV on 1st April 2018 will be taken as base or purchase rate (for all old MFs held in portfolio before April 2018).
Means no LTCG applicable on appreciation upto april 2018 that was called 'grandfathered' & exempted from LTCG.

3. Shall we now pay LTCG @ 12.5% on redeeming MFs purchased 20-25 yrs back ?