Ch.8 · Dividend and STT Taxation · medium
What is the holding period for LTCG treatment on debt mutual funds?
0% of students got this wrong
EXPLANATION
Before April 1, 2023, debt mutual funds qualified for LTCG treatment (20% with indexation) after a holding period of more than 36 months (3 years). From April 1, 2023, this distinction was removed — all gains from debt mutual funds (equity < 65%) are taxed at the investor's slab rate regardless of holding period. The historical 36-month threshold is still tested in NISM exams for context.
Practising Chapter 8 one question at a time?
Try the full chapter — 80 questions, tracked score, weak area breakdown.