Tuesday, January 19, 2016

Mutual Funds and Taxes for 2016

 

Mutual Funds and Taxes

 

Different types of Mutual Funds attract different types of taxes.

 

Here is all you would want to know about taxes applicable on Mutual Funds in India.

 

Taxation

Equity Funds

Liquid funds/Money Market Funds

Debt fund/liquid plus Funds

Short Term Capital Gain Tax

15.45%

As per Income Tax Slab

As per Income Tax Slab

Long Term Capital Gain Tax

Nil

Less of 10% without indexationor 20% with indexation

Less of 10% without indexationor 20% with indexation

Dividend Distribution Tax

Nil

28.325%

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  • Section 80C benefits through ELSS:Under the current tax laws, you can get an annual income tax benefit of up to Rs. 1Lakh if you invest in Equity Linked Savings Schemes, ELSS. However, the minimum term for these schemes is 3 years and you cannot withdraw your money before that time

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*The education cess of 3% shall be levied on all investors.

 

*Short Term Capital Gain Tax indicated above is inclusive of education cess

 

**Dividend Distribution Taxes indicated above are inclusive of additional surcharge and cess.

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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saving Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 Tax Saver Mutual Funds Online

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