Ch.8 · Dividend and STT Taxation · easy

What is the holding period to qualify for Long Term Capital Gains treatment in equity mutual funds?

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EXPLANATION

For equity-oriented mutual fund schemes, the holding period to qualify for LTCG treatment is more than 12 months (1 year). If the investment is redeemed within 12 months, gains are taxed as STCG at 15%. If held beyond 12 months, gains above ₹1.25 lakh are taxed at 12.5% LTCG without indexation.

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