6
Advanced PremiumTax Planning for MF Investors
STCG, LTCG, debt fund taxation, ELSS, and tax harvesting strategies.
5 lessons
17 min total
What you'll learn
- STCG vs LTCG tax rules for equity and debt
- How to use the ₹1.25L exemption strategically
- Tax harvesting techniques with FIFO
- ELSS compared to PPF and NPS
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1
STCG vs LTCG for Equity Funds
Short-term and long-term capital gains tax rules for equity MFs.
2
Debt Fund Taxation
Post-2023 rules: slab rate taxation with no indexation benefit.
3
The ₹1.25L LTCG Exemption
How to strategically book gains within the annual exemption.
4
Tax Harvesting Strategy
Book gains annually within exemption limit using FIFO.
5
ELSS and Section 80C
Tax-saving mutual funds compared to PPF and NPS.