Ch.8 · Capital Gains Tax on Mutual Funds · hard

What is the 'wash sale' rule and does it apply to mutual funds in India?

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EXPLANATION

Unlike the US (which has a 30-day wash sale rule preventing artificial loss harvesting), India does not have an equivalent rule for mutual funds. Indian investors can legitimately sell units at a loss to book a capital loss (for set-off against other capital gains) and immediately repurchase the same scheme at the same NAV to maintain their investment — resetting the cost of acquisition and holding period clock.

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