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

Exposure to equity share of domestic companies	0 - 35%	35% - 65%	> 65%
STCG	Marginal tax rate	Marginal tax rate	15% without indexation
LTCG	Marginal tax rate	20% with indexation. After 3 year holding period	10% 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

₹50,000cr +

Previously managed

20+ Years

Of expertise

Pay ~70% less tax

If you invest before 31st March 2023

Withdraw anytime

And retain option for liquidity

Why we recommend

Fixed Income Portfolio

Pay ~70% less tax

If you invest before 31st March 2023

Withdraw anytime

And retain option for liquidity

₹50,000cr +

Previously managed

20+ Years

Of expertise

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