Mutual Fund Me Capital Gain Kaise Nikale | Capital Gain Tax | Capital Gain Tax on Mutual Funds

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  • Опубліковано 10 лип 2024
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    In this video, your favorite financial educator Swati breaks down a viewer's question about how to determine the principal amount and returns when selling mutual fund units.
    Using a simple example, Swati explains how to calculate the value of your investment based on the Net Asset Value (NAV) and how to figure out the principal and capital gains.
    She also touches on tax implications for long-term gains.
    If you want to understand mutual fund redemptions and tax harvesting better, this video is for you!
    Don't forget to like, share, and subscribe to Be Wealthy, and let us know in the comments what you love most about our videos.
    Stay blessed, healthy, and be wealthy!
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    Time Stamp
    0:00 Intro
    0:59 Capital Gain Calculation
    2:36 Capital Gain In Mutual Fund
    4:20 Capital Gain Tax
    #mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy

КОМЕНТАРІ • 176

  • @BWealthy
    @BWealthy  20 днів тому +3

    Tax Harvesting, Full Video Link - ua-cam.com/video/Oe9clZUgLHs/v-deo.html
    25 लाख के निवेश से 6 साल में 50 लाख कैसे होगा? Full Video Link - ua-cam.com/video/x-ir0I0x_VA/v-deo.html
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  • @neeleshjain3175
    @neeleshjain3175 19 днів тому +6

    धन्यवाद स्वाति जी और जावेदजी जो आपने बहुत ही महत्वपूर्ण प्रश्न पूछा और स्वाति जी सरल शब्दों में समझाया👌🏻

  • @shaileshmaheshwari3771
    @shaileshmaheshwari3771 19 днів тому +4

    मुझे सबसे पसंद आपकी sweet voice लगती है स्वाति जी।

  • @jaavedakhtar3742
    @jaavedakhtar3742 19 днів тому +1

    धन्यवाद स्वाति मैम मेरा सवाल शामिल करने के लिए.
    आपने बहुत सरल भाषा में समझा दिया ये concept. 😊

  • @kisan2868
    @kisan2868 19 днів тому +1

    I like d most is the way you explain mutual funds queries in very easy language. Your presentation is very good

  • @manojprasad-md1ie
    @manojprasad-md1ie 18 днів тому

    Thank you ma'am...bhut hi jaruri question ka answer diya appne ...thanks once again

  • @shantanusapru
    @shantanusapru 19 днів тому +2

    Good question; great answer!!
    P.S.: YES!!😄

  • @subodhkumarsharma4669
    @subodhkumarsharma4669 19 днів тому

    स्वाति जी 🙏
    आपके बोलने का प्यारा अंदाज़ सबसे अच्छा लगता है.
    जानकारी देने वाले तो बहुत हैं.
    🙏

  • @yogeshmetaliya5287
    @yogeshmetaliya5287 19 днів тому +1

    Swatiji...
    Aap ke har vedio par kuch naya sikh ne ko milta he.....

  • @ok-yc1nv
    @ok-yc1nv 17 днів тому

    Yes. Pura bataye mam . Ye bahot acchi baat batai. Please ise aur videoes banaye . Jab ap calculation batati hai tab 1 lakh pe kitna ye bhi add kare . Q ki wo easy lagata hai . Ap ne bahot accha knowledge diya hai . 4-5 sal se dekh rahi hu . Ap k purane video me 12 sal me amiri wale vykti ko dikhaya tha . Waisi aur bhi story ko please dikhaye . Wo interview accha tha . Please add kare

  • @kanubhaijogadiya6138
    @kanubhaijogadiya6138 7 днів тому +1

    Yes, Thank you madam.

  • @deeppahalwan5300
    @deeppahalwan5300 17 днів тому

    Very informative. The topic was nicely explained. Thanks

  • @nilkanthbhole24
    @nilkanthbhole24 19 днів тому +1

    very informative videos, thanks swatiji❤

  • @rampaulpangotra8405
    @rampaulpangotra8405 19 днів тому

    Yes. very good information. thanks

  • @hemantkale8262
    @hemantkale8262 19 днів тому

    Very well explained dear Swati mam. Thank you

  • @ratanchatterjee1655
    @ratanchatterjee1655 19 днів тому +1

    Right topics in right time mam thanks a lot actually by profession yu should become a teacher

  • @Bsm777
    @Bsm777 16 днів тому

    Sabase accha Best analysis..Mam.

  • @supriyathakur5472
    @supriyathakur5472 19 днів тому +2

    आप और आपकी बाते

  • @arunkumar-hy5xp
    @arunkumar-hy5xp 19 днів тому

    बहुत अच्छी जानकारी दी है मैम।

  • @DAYANANDYADAV-ty5ht
    @DAYANANDYADAV-ty5ht 18 днів тому

    महोदया, आप ने बहुत अच्छी तरह से समझाया। इसके लिए आप को धन्यवाद प्रणाम 🙏।
    महोदया हम 10 साल से 7 कंपनी के अलग अलग फंड में SIP कर रहा हूं। तो रिडीम के बाद उसका कितना कैपीटल और लाभांश कैसे अलग करें।

  • @abhijitbhalerao8871
    @abhijitbhalerao8871 19 днів тому

    Valuable information vlog 🎯👍swatiji 🙏

  • @pritipandya3870
    @pritipandya3870 19 днів тому

    Mujhe aap iss tarah akele videos banate ho jismai aap alag alag topics par informations dete ho hume sikhate ho wo bahot hi pasand aata hai

  • @BrijeshSingh-wq8ns
    @BrijeshSingh-wq8ns 18 днів тому

    Very good information swati ji,

  • @santoshdhole1198
    @santoshdhole1198 12 днів тому

    Yes mam. nice Guide video

  • @pareshpopat4267
    @pareshpopat4267 19 днів тому

    Thank you so much ma'am

  • @xa06nidhibidwai22
    @xa06nidhibidwai22 19 днів тому

    Thanks

  • @anupritamatekar6689
    @anupritamatekar6689 19 днів тому

    Thank you 👍😊

  • @vikaspatanvadiya4545
    @vikaspatanvadiya4545 19 днів тому

    Thanks madam

  • @SandeepKumar-dz7bj
    @SandeepKumar-dz7bj 16 днів тому

    Susmita se se bhi sunder aap ki aawaz hai madam ji aap ki madhur aawaz aap ki achchhi baate sunne se video sab nice hai aapke

  • @supriyathakur5472
    @supriyathakur5472 19 днів тому +1

    Yes

  • @soniyakadam3675
    @soniyakadam3675 19 днів тому

    Yes Mam please explain Capital gains in detail. Thank you in advance ❤

  • @birajb4393
    @birajb4393 19 днів тому

    Very informative video ma'am

  • @rakeshkavitasinghal2738
    @rakeshkavitasinghal2738 18 днів тому

    Excellent explanation

  • @paramitaghosh4048
    @paramitaghosh4048 19 днів тому

    Thnx mam
    My heartiest regards for your explanation, By profession I am a school teacher ,
    I observed your each vedio and I must say your are a very good Teacher mam , your way of explanation just mind blowing. .
    My question in this context I am doing SIP from a very long period, so in sip investment it's very hard to calculate capital gain tax i suppose. Plz make a a vedio on that topic alsoalong with long nd short term capital gain tax .
    Waiting for your kind reply
    Stay blessed stay wealthy 🙏

  • @riz00786
    @riz00786 19 днів тому

    Yes we want detailed video on Long term capital gains and short term capital gains in mutual funds and shares

  • @kalpanaumare4480
    @kalpanaumare4480 14 днів тому

    Very very informative

  • @kapilmeena5558
    @kapilmeena5558 18 днів тому

    Yes Mam

  • @mayurvasant7038
    @mayurvasant7038 19 днів тому

    Pranam Swati ji ! Cams par statement milta hai free me , consolidated capital gains . Aapne Jo tarika bataya hai usse lump sum nikalna to thik hai lekin sip nikalne me kaafi waqt lagega .

  • @AnkitKumar-vg8cx
    @AnkitKumar-vg8cx 19 днів тому

    Yes mam, pls make a detailed video on STCG and LTCG

  • @binosina5059
    @binosina5059 12 днів тому

    सबसे अधिक आपका ख़ुशनुमा चेहरा 🎉

  • @anupritamatekar6689
    @anupritamatekar6689 19 днів тому

    Madam jo pahla sawal tha usi ke bare me hai ... Sunati hu 👍

  • @debmalyamajumder4830
    @debmalyamajumder4830 19 днів тому

    Yes
    If other income is below 5 lakh then short term capital gain is treated as a taxable income..

  • @my_baby_rabbit
    @my_baby_rabbit 19 днів тому

    बहुत अच्छी तरह से आपने समझाया उसके लिए आपका बहुत बहुत धन्यवाद।
    मेरा एक प्रश्न है मैडम जी अगर हो सके तो इस पर भी कोई जबाब दिजियेगा, "अगर कोई महिला कोई घर में ब्यूटी पार्लर चलाती है और उसकी नॉर्मल इनकम है और वो अपना क़रीब 15 लाख रुपए paytm money apps के माध्यम से म्युचुअल फंड में इन्वेस्ट किया है क़रीब (पिछले एक साल में लगभग) तो क्या उनको किसी तरह का itr जमा करना ज़रूरी है मेरे पूछने का मतलब वो क्या करे जिससे उसको आगे किसी तरह की कोई समस्या न हो।"
    अगर आप इस हल बताए तो अच्छा लगेगा।

  • @chetangupta5
    @chetangupta5 19 днів тому

    Yes 🙏

  • @Manisha..836.
    @Manisha..836. 19 днів тому +1

    Yes🌹

  • @subramanyatr526
    @subramanyatr526 17 днів тому

    Good information Swati ji, please let us know how to calculate tax if we do SIP for 3 to 4 years and do the SWP. Is there any place we can get the tax liability for a particular year? Thanks again for your attention and reply

  • @DAYANANDYADAV-ty5ht
    @DAYANANDYADAV-ty5ht 19 днів тому

    Yes 👍

  • @AshokKumar-xw4dw
    @AshokKumar-xw4dw 19 днів тому

    Good explained Swati ji but per month sip ten year ke liye wale case me capital gain or principal kaise niklega pl. bataye

  • @satinder_fitness3461
    @satinder_fitness3461 19 днів тому +1

    @bwealthy iss वीडियो में आप अच्छी लगती है

  • @Mahtab905
    @Mahtab905 19 днів тому +1

    Itna to sabko pata hai madam Aisa kuchh bataye jin par sip wala paisa nikale to itna hisab kitab na lagana pade fat se nikalte samay pata chal jaye

  • @alokupadhyay9386
    @alokupadhyay9386 19 днів тому

    Yess

  • @lokeshyadav7433
    @lokeshyadav7433 18 днів тому

    Yes, I want

  • @jagdishgarg1866
    @jagdishgarg1866 18 днів тому

    yes

  • @MrYotube1979
    @MrYotube1979 19 днів тому

    Yes pls share in detail

  • @koushikdas1040
    @koushikdas1040 19 днів тому

    Thanks Mam 👍🏽 but if i done SIP or STP then how to CG calculate in for each installment ? what should be ITR entry? should i calculate average NAV as purchase price and Sell price ?or every installment calculate separately for CG.

  • @ashokgarg7017
    @ashokgarg7017 19 днів тому

    Swati ji, Namaste,
    Good advice nd suggestions for Tax Harvesting in MF.
    LTCG nd STCG ka details Video Banaiye.
    Thanks.

  • @mithubanerjee8383
    @mithubanerjee8383 16 днів тому

    Thànk you ma'am for information.
    One time best direct mutual fund bataiye with tax function please.

  • @maheshmoharir9314
    @maheshmoharir9314 19 днів тому

    Nice explanation

  • @deepaksaikia5773
    @deepaksaikia5773 19 днів тому

    YES

  • @manoz9
    @manoz9 18 днів тому

    Nice one, do we have to pay capital gain tax if we switch in the same fund house. Kindly explain

  • @user-fo1zk2bk1z
    @user-fo1zk2bk1z 19 днів тому

    Mai abhi alag alag 6-7 AMC me SIP kar rahi hu..jo 15 years tak chalegi..Jab 15 years ke bad jo alag alag AMC me jo corpus banega wo muze kisi ek hi debt fund me transfer karna padega jisase mai SWP kar sakti hu monthly...To mera ye question hai ki jab mai ye corpus withdraw karungi alag alag AMC se to kitna tax pay hoga..jo tax jayega wo bhi bahot bade amount me katega ..to iske liye kuch solution hai kya? Vanita Pawar from Mumbai.

  • @adimulamhanumantharao9502
    @adimulamhanumantharao9502 5 днів тому

    Mam Pl explain of resumption in case our investment through the SIP mode. Then what is the formula...

  • @sunnykarale1538
    @sunnykarale1538 12 днів тому

    Yes make one video on capital gains

  • @anupritamatekar6689
    @anupritamatekar6689 19 днів тому

    Iske pahle aapka jo video tha NAV ke bare me , maine 3rd June ke rate se redeem kiye the kuchh , lekin muje aise bad me dikhai diya ki jo Principal tha usme se bhi kuchh paise Cut huye hai .... Kya aise hota hai ..! ? Muze ab tak aise dhyan me kbhi aaya nahi tha .... Please answer dijiyega Swati ji ... 😊 Thank you 🌹

  • @yogeshvanzara866
    @yogeshvanzara866 14 днів тому

    Good knowledge given
    More than 1 Lakh profit will charged how many percent capital gain tax?

  • @bishweshwarbhattscharjee6160
    @bishweshwarbhattscharjee6160 16 днів тому

    Madam should I have to maintain records of purchase sale for it , because in this video you take two transaction where there is sip then how to know capital gain .

  • @SKONS123
    @SKONS123 19 днів тому

    I proud of you madam❤

  • @ABHAYGITAY
    @ABHAYGITAY 18 днів тому

    Step up sip के बारे मे please video बनाये

  • @khalidbirajdar437
    @khalidbirajdar437 19 днів тому +1

    Bilkul bhi samjh nahi aaya
    Every month SIP karte hain.5 saal me 60 transactions phir kaise capital gain nikaale??

  • @indrasingh964
    @indrasingh964 19 днів тому

    Yes Mam. In SIP. Pls guide us.

  • @aruanj
    @aruanj 19 днів тому +1

    Namaste mam apse ek request hai plz health insurance kaise select kare kya parameters hote hai simple words me explain kare plz mam.mujhe ek best health insurance lena hai plz help n guide

  • @priyankabavaskar5296
    @priyankabavaskar5296 19 днів тому

    Mam which is better nifty 50,next 50,nifty 100,or small 250 for long term!

  • @Komalmeena2018
    @Komalmeena2018 18 днів тому

    Kripya batane ka kasht Karen kafi duvidha mein hun
    👏👏👏

  • @politicalnews7176
    @politicalnews7176 19 днів тому

    दो lumpsum पर तो निकाल लेंगे। sip पर निकालना तो बहुत मुश्किल हो जाएगा।

  • @sunilkhobragade172
    @sunilkhobragade172 19 днів тому

    Ok but Shiort term investment के बारे भी ऐसा बी batao

  • @Rkrocks78
    @Rkrocks78 19 днів тому

    MF par sare concept clear kariye... next video kab aaegaa..m aapke sath starting say juda hua hoon..jab aap startup mode m thi ❤

  • @rahulgautam3417
    @rahulgautam3417 19 днів тому

    Large,mid and small cap only inke index fund portfolio mein ho kaisa rahega time duration 20years..risk jitna ho utna kam ho ..ap apne se bhi koi suggestion dijiye..my age 31

  • @manishagrawal3952
    @manishagrawal3952 19 днів тому

    swati ji SIP me principal our capital gain kaise pata karege yadi investment 6 saal purana ho koi formula nahi hai kya

  • @shilpisoni4093
    @shilpisoni4093 19 днів тому

    Ur style…

  • @NativeVsColonial
    @NativeVsColonial 18 днів тому

    The government collect tax on all of your purchases, on your income, on your investments or savings.
    But if you are Unemployed, it is your responsibility, not the government’s.

  • @aniruddhaghosh2580
    @aniruddhaghosh2580 19 днів тому

    Monthly SIP k case me kya hoga Ma'am ?

  • @pratikpradhan9845
    @pratikpradhan9845 19 днів тому

    Yes please

  • @RAVIKUMAR-gq2vo
    @RAVIKUMAR-gq2vo 17 днів тому

    sir mera name Ravi hai main NRI hu
    1. M pusna tha k main foreign m rehta hu or main invest krna chahta hu mutual funds mein. Abhi mere mom k mere pass saving account he hai India mein but mein NRI hu isliye muje NRE Account open krvana hoga ja saving account (mom k account )se he invest kr Lu?
    2. agar NRE account khulvana pdega toh 15 or 20 sal k bad jab mein vapis India aau toh kya mera account normal saving account mein change ho jaega?
    3. mein 50000 pr month krna chahta Hu kis kis fund mein or kaise kaise invest kru jo k mere pas 8cr to 10cr ho jaye 15 to 20 years mein?
    Kirpya sare ans de thanks a lot

  • @fz4175
    @fz4175 19 днів тому

    Mam shariya mutal fund pay koi video banawo

  • @skumarbpsl
    @skumarbpsl 19 днів тому

    Swati ji please make a video on financial planning at the age of 53

  • @AG-hg1py
    @AG-hg1py 19 днів тому

    Make videos on cost averaging in mutual funds

  • @vibhorsrivastava6513
    @vibhorsrivastava6513 15 днів тому

    CGT On SIP may pls also discuss

  • @abhishekkarala9186
    @abhishekkarala9186 10 днів тому

    Mam meri lic k endowment plan chal rahi hai. wo 20 years k baad mature hogi. But financial crisis face kar raha hu. Policy lapse ho gayi hai.
    Agar mai premium pay nai kar pata toh kya policy ko maturity period tak chodd sakta hu taaki mujhe kuch interest toh mile jitna premium pay Kiya hai.
    Aisa possible hai kya??

  • @harshjoshi3204
    @harshjoshi3204 6 днів тому

    Is this safe investment through demet broking app like angel one or through distributor or Direct amc office? difference between this kind of route.
    1 Angel one fund investment
    2 distributor through fund investment
    3 direct fund office
    4 other apps mf central kuvera ..
    What difference in this way
    Like expense ratio any charges
    Because so much things.

  • @sandippatil8648
    @sandippatil8648 19 днів тому

    Capital gain tax aur income tax inka apsi kya sambadh hai... Iski puri jankari dijiye madam

  • @m.mgagrani2449
    @m.mgagrani2449 18 днів тому

    Sip me tax kese nikalta he. Please bataye. I mean capital gain tax.

  • @avinashchandra1051
    @avinashchandra1051 19 днів тому

    Yes.What will be actually ITax

  • @hariombhandari9453
    @hariombhandari9453 18 днів тому

    Ap achi lagti hain aapke video m😊

  • @bastarVibes
    @bastarVibes 19 днів тому

    Sbi small cap - 2L (SIP Stop Jan 2024 se)
    Merae asset large and mid cap -2000/M
    Canera rebeco bluechip fund - 1000/m
    PPFC fund - 1000/m
    Quant mid cap - 2000/m
    Mam please review this mf portfolio.
    SBI small cap ke paise dusre small cap me switch karna chahta hu. Please suggest kare ki kisme karu? SBI lambe time se achha return nai de rha h...2019 se invested hu.❤❤❤❤❤❤❤❤❤ please please please please

  • @prabhatkumarmoitra6429
    @prabhatkumarmoitra6429 18 днів тому

    SIP tax calculation kaise hoga

  • @mrstrange721
    @mrstrange721 19 днів тому

    Ye sab manually karna hoga ? MF House se koi help nahi milega ?

  • @gauraodeole3165
    @gauraodeole3165 19 днів тому

    Yes, yes, yes, yes 💯 yes❤

  • @RavinderSingh-ml8pt
    @RavinderSingh-ml8pt 13 днів тому

    Yes yes please

  • @ambypower
    @ambypower 19 днів тому

    How is SWP taxed, same way FIFO?

  • @prosenjitsarkar999
    @prosenjitsarkar999 19 днів тому

    Ybest