Mutual Fund Taxation 2025 What Every Investor Must Know

Equity Funds

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Debt Funds

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Hybrid & International

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Dividends

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Tax Regimes

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Tax-Saving Tips

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Final Tip

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Mutual Fund Taxation 2025 What Every Investor Must Know

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Equity Funds

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🟢 Equity Funds <12M = 15% Tax 12M = 10% Tax (₹1L+ gains)

Debt Funds

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🔴 Debt Funds No Indexation Taxed at Slab Rate

Hybrid & International

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Hybrid = Depends on Equity % 🌍 Global Funds = Slab Rate

Dividends

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💸 Dividends = Taxable TDS @10% Use Growth Option

Tax Regimes

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Old Regime = ELSS Benefit New Regime = No 80C

Tax-Saving Tips

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✅ Use SIPs ✅ Harvest Gains ❌ Avoid Dividends

Final Tip

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📈 Focus on Post-Tax Returns Not Just Gains!

myfundwave.com

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