Union Funds FY-25: Taxation Updates You Must Know | BankBazaar




Right here’s a fast round-up of key taxation modifications within the Union Funds 2024-25 that will affect your earnings this 12 months.

Observe: Beneath modifications shall be efficient for all belongings offered publish 23rd July 2024.

LISTED ASSETS

ASSET STCG Earlier than STCG Now Holding Interval Holding Interval Modified? LTCG Earlier than LTCG Now
Shares# 15% 20% 12 months No 10% 12.5%
Fairness MFs# 15% 20% 12 months No 10% 12.5%
Debt and Non-Fairness MFs Slab Charge Slab Charge NA Sure Slab Charge Slab Charge
Listed Bonds Slab Charge 20% 12 months No 10% 12.5%
REITs/InVITs 15% 20% 12 months* Sure 10% 12.5%
Fairness FoFs* Slab Charge 20% NA Sure Slab Charge 12.%
Gold/Silver ETF Slab Charge 20% 12 months Sure Slab Charge* 12.5%
Abroad FoFs Slab Charge Slab Charge 24 months Sure Slab Charge 12.5%
Gold Funds Slab Charge Slab Charge 12 months Sure Slab Charge 12.5%

#Annual LTCG exempt quantity hiked from 1 lakh to ₹1.25 lakhs for shares and fairness MFs

UNLISTED ASSETS

ASSET STCG Earlier than STCG Now Holding Interval Holding Interval Modified? LTCG Earlier than LTCG Now
Bodily Actual Property Slab Charge Slab Charge 24 months No 20%** 12.5%
Unlisted Bonds Slab Charge Slab Charge 24 months Sure Slab Charge Slab Charge
Bodily Gold Slab Charge Slab Charge 24 months Sure 20%** 12.5%
Unlisted Shares Slab Charge Slab Charge 24 months No 20%** 12.5%
International equities/debt Slab Charge Slab Charge 24 months No 20%** 12.5%

*Aside from these investing 90% in fairness ETFs | **Together with indexation | These investing in funds with a minimum of 65% fairness

 

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