Tax Optimized Debt Investing

  • Tax on debt mutual funds will increase from 1st April 2023
  • Invest before 31st March 2023 & take advantage of lower taxes
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Exposure to equity share of domestic companies0 - 35%35% - 65%> 65%
STCGMarginal tax rateMarginal tax rate15% without indexation
LTCGMarginal tax rate20% with indexation. After 3 year holding period10% without indexation. After 1 year holding period
Applicable to
  • All debt funds
  • Gold ETF
  • International FOF
  • Conservative hybrid funds
  • Dynamic asset allocation
  • Multi-asset funds
  • Balanced hybrid funds
  • All domestic equity funds
  • Equity saving funds
  • Arbitrage funds
  • Balanced advantage funds
  • Aggressive hybrid funds

Why we recommend

Fixed Income Portfolio

expert-image
₹50,000cr +

Previously managed

20+ Years

Of expertise

Pay ~70% less tax
Pay ~70% less taxdisclosure
If you invest before 31st March 2023
Withdraw anytime
Withdraw anytime
And retain option for liquidity

Why we recommend

Fixed Income Portfolio

Pay ~70% less tax
Pay ~70% less taxdisclosure
If you invest before 31st March 2023
Withdraw anytime
Withdraw anytime
And retain option for liquidity
expert-image
₹50,000cr +

Previously managed

20+ Years

Of expertise