Everything about Mutual Fund Taxation | Mutual Fund Taxation Explained | Kirtan Shah CFP

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This video will discuss everything you need to know about Mutual Fund Taxation.
#FPAEdutech #FinancialPlanningAcademy #MutualFundTaxation #MutualFunds #Taxation #Investing #TaxTips #CapitalGains #TaxSavings #PersonalFinance #InvestmentStrategies
Mutual Fund Video Series Link -
(a) Types of Mutual Funds Explained I Equity Mutual Fund Categories Explained:- rb.gy/n1w5cm
(b) Debt Mutual Fund Categories Explained | Types of Mutual Funds Explained:- rb.gy/bd2ie6
(c) What are Hybrid Mutual Funds | Types of Hybrid Mutual Funds Explained:- rb.gy/u1byb8
Connect with us:-
(a) Visit FPA Edutech (Financial Planning Website) Website: fpa.edu.in
(b) Visit Kirtan Shah's Social Media Handles:- linktr.ee/kirtanshah
Email ID:- kirtan@fpa.edu.in
(c) Visit FPA's Social Media Handles:- linktr.ee/fpaindia

Опубликовано:

11 дек 2023

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Комментарии : 56

@KUMARAMV 5 месяцев назад

Great content! One minor correction: As per the income tax act, "equity oriented fund" means a fund (i) where the investible funds are invested by way of equity shares in domestic companies to the extent of MORE THAN sixty-five per cent of the total proceeds of such fund. So, =65% equity does not qualify for equity taxation.

@partho_22 5 месяцев назад

Superb! One of the best series to understand mutual funds. So lucid and clear!

@bobj3349 26 дней назад

Thanks. For this type of video I have searched a lot

@5966ramesh 2 месяца назад

Thank you Kirtan. Amazing video. I have been watching your videos through various youtube channels and youtube shorts videos. I never want to miss them at all. Very insightful. I am 58 and took early retirement 4 years back to pursue my passion Music production. I started investing actively since 2020 only. I would like to thank you whole heartedly for all the wisdom shared beautifully. God bless you.

@maasanjana 4 месяца назад

Excellent explanation, as usual.

@hardiksharda9673 3 месяца назад

Great Content Thank You!

@abhishektyagi5598 3 месяца назад

Informative video

@bhuvandhingra6101 6 месяцев назад

Hi Kirtan, Appreciate your initiative. Saw your presentation on other investments channel. I searched you to reach here to learn from you. 4 videos seen, waiting for the remaining 11 in this series. My request to include, a lot of people like me at 62, realise late that the investment bus has been missed. Better late than never. Probably a category like me can also be benefited through curated videos for my class of viewers. Thanks a billion 🙏

@FinancialPlanningAcademy 6 месяцев назад

I am just excited & glad to have you as a viewer. Will try my best.

@amitabhbanerji7256 6 месяцев назад

Masterclass. Lucid explanation of taxation. Kirtan, please take up the merits and demerits of factor index funds. Specially from the point of actual performance vs. backtested data. Also quick data points (Fund P/E vs. Category P/E, Recent returns, etc) to determine whether a fund is following value based or growth strategy.

@FinancialPlanningAcademy 6 месяцев назад

Will surely write on it

@hoodalrl 6 месяцев назад

Thank you, again 😊

@FinancialPlanningAcademy 6 месяцев назад

Always a pleasure

@sreejithvr3844 2 месяца назад

Good information

@krjg9809 2 месяца назад

Bhaila kadak 🙏

@jyotiswaroop6296 6 месяцев назад

His way of explanation is very unique....

@FinancialPlanningAcademy 6 месяцев назад

Thank you 🙏

@Svarma118 6 месяцев назад

Amazing video. Never knew about Debt +indexation category. Thank you. Can you please tell the taxation category for Commodities like Gold/Silver and foreign equity holding funds? A suggestion that when you use the word equity for taxation, please specify it is INDIAN equity as many funds now have foreign equity too. All the best and eagerly awaiting next video.

@FinancialPlanningAcademy 6 месяцев назад

Thank you so much. Anything where Domestic Equity is below 35% is taxed as Debt which includes Gold, Silver, FOF, International funds

@Satyacfp 4 месяца назад

Gr8

@rajuvadnala 5 месяцев назад

Great explanation. Can you please tell us how to find debt+indexation category funds?

@1986sshruti 2 месяца назад

Hi Amazing video and superb explanation. But Sir you forgot to mention about the tax application on equity fund where LTCG 10% is applicable to only that amount where the gain exceed Rs 1 Lac.

@shajikuruvilla135 6 месяцев назад

Very informative, pls make similar video for stocks and for NRI

@FinancialPlanningAcademy 6 месяцев назад

Will make one

@mayarajeev3487 6 месяцев назад

Never knew this part. Thanks for making this video. I want to know the taxation in case of SWP. Will there be only exit load and expense ratio or tax too?

@FinancialPlanningAcademy 6 месяцев назад

In most funds you have no exit load after 1 year of investment & hence you should only worry about tax while doing STP

@SAN2425 6 месяцев назад

As per tax concern which one is good for investment in long term domestic equity fund or international equity fund , as international fund may give return 12% or more than 12% in longer period, please advise??

@FinancialPlanningAcademy 6 месяцев назад

From a tax perspective, domestic equity is taxed at 10% and international equity at 30%

@002nrv 5 месяцев назад

Hello, what about if person retires and withdraw only 5 lakh from debt fund, then he should not pay any tax ?

@madankulkarni1715 6 месяцев назад

Great & Helpful. Which funds fall under debt+ indexation with arbitrage (35 to65%) as equity ?

@FinancialPlanningAcademy 6 месяцев назад

White Oak Multi Asset Fund as an Example

@manvendrabhadoria7875 2 месяца назад

What about Balance Advantage or DAA taxation as they can move to 100% Debt as well ? Is that they take 65% arbitrage positions to keep Equity taxation ? Please suggest 🙏🏻

@harkanwalsingh2323 6 месяцев назад

Kirtan Great Content as always !! ULIP's are also taxed in a similar way ? If a ULIP fund falls under Debt+Indexation category , will the fund be eligible for indexation benefit like MF ?

@FinancialPlanningAcademy 6 месяцев назад

ULIPs are taxed at equity

@harkanwalsingh2323 6 месяцев назад

@@FinancialPlanningAcademy even if ulip is investing in a 90% debt fund ?

@Arunkumar-mh1vp 4 месяца назад

Really informative video for beginners like me...i have one doubt that v came to know that d gains are taxable, in other hand is there any tax applicable for our investments(sip) also .. For ex sip of 30,000 rs per month, so 3,60,000 per year...is this taxable?...plz clarify, would be helpful

@karanjain3238 6 месяцев назад

hello sir, agar kisi kaa portfolio me 3 funds hai hai jiska total investment 5 lac hai and current value 7lac hai to equity funds me 10% tax total value per lagega yaa each fund ke gain per... kindly explain

@FinancialPlanningAcademy 6 месяцев назад

10% tax 2L pe lagega

@akashspeaks 6 месяцев назад

Thanks for the brilliant content. Which e.g. funds fall in the debt + indexation fund category. I understood the less than 65 percent and greater than 35 percent Funda but may I request an example of the name of such a fund. It will help. Thanks

@FinancialPlanningAcademy 6 месяцев назад

White Oak Multi Asset Fund as an example

@rohitmalhotra5903 6 месяцев назад

Is it applicable on current professional situation what if in the time of redeeming fund person not doing any Job?

@FinancialPlanningAcademy 6 месяцев назад

It’s on that years income. If no income, the tax will be low

@atulyewle2347 6 месяцев назад

Excellent video sir , please as possible in Hindi

@FinancialPlanningAcademy 6 месяцев назад

Thank you so much

@deveshmaheshwari6598 2 месяца назад

in what categories would hybrid funds like HDFC BAF , I Pru BAF fall ? Equity or Debt+Indexation ?

@shubhamkashyap9868 2 месяца назад

HDFC BAF lies in Equity category.

@deveshmaheshwari6598 2 месяца назад

@@shubhamkashyap9868 thx Shubham

@princetonacademy6385 6 месяцев назад

Can anyone suggest any name of fund with Debt+indexation benefit???

@FinancialPlanningAcademy 6 месяцев назад

White oak multi asset

@princetonacademy6385 6 месяцев назад

@@FinancialPlanningAcademy thank U

@atulsinha6298 6 месяцев назад

DEAR SIR, I AM 68 YEARS OLD PLEASE MAKE A VIDEO FOR PEOPLE LIKE ME WHO HAVE LUMPSUM AMOUNT TO INVEST. PLEASE SUGGEST A STRTEGY WITH INFLATION PROOF RETURN TILL ALIVE AND IF POSSIBLE TO LEAVE SOME FOR NEXT GENERATION🙏

@FinancialPlanningAcademy 6 месяцев назад

Sure, will revert

@kvsk002 Месяц назад

Taxation on nasdaq mf?

@FinancialPlanningAcademy Месяц назад

Added to income and taxed at slab rates

@maulikkumar5462 5 месяцев назад

Hello Kirtan Do you help in making PMS, We r planning to invest in India, but have limitations on selection due to Govt limitation for North America. If you do is there any contact number or email to contact you. Thank you

@FinancialPlanningAcademy 5 месяцев назад

Happy to help, you can reach me at kirtan@fpa.edu.in