A Complete GUIDE on Mutual Fund Taxation | How to take Advantage of NEW TAX STRUCTURE

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  • Опубліковано 24 гру 2024

КОМЕНТАРІ • 211

  • @finance.boosan
    @finance.boosan  4 місяці тому +2

    Join Learner's Community : ua-cam.com/channels/mfl6VteCu880D8Txl4vEag.htmljoin
    Everything You Need to Know About Mutual Funds 👉 : bit.ly/MFatoZ

    • @Rulerrk
      @Rulerrk 4 місяці тому

      Where we can see our short term tax report

    • @RamkumarGaneshM
      @RamkumarGaneshM 4 місяці тому

      Sir if i have invested 5 lakh in a fund as lumpsum.. and it gives 2 lakh profit . If i withdraw one lakh from the fund , will it get redeemed from the invested amount or from the profit? Will it be taxable?

  • @Dhanam-c5q
    @Dhanam-c5q 4 місяці тому +31

    It will be good if you guide how to file ITR for these stocks investment

  • @Rk-gs1nl
    @Rk-gs1nl 4 місяці тому +41

    What Nirmala says on Thumbnail is literally true...🥴😵‍💫😑😑😑

  • @fayasdeen
    @fayasdeen 4 місяці тому +1

    BRO, You nailed it.. Well explained. to the point... Appreciate...

  • @venkateshvenki275
    @venkateshvenki275 4 місяці тому +8

    Ok bro.. Elam correct tha.. I started investing in index funds like you many influencer guys told for retirement(invest n relax later).. now whatever tax you explained is for this year.. in upcoming 15 to max 20 year nu yosikrapo.. ennavena nadklam.. last a edukrapo Ela money um tax laye uruvita aprm adhu ena retirement uhhhh... Ipo 20 per 30 agalam .. Ada pongaya

  • @ganesh2694
    @ganesh2694 4 місяці тому +4

    Bro please make detailed step by step guide for tax harvesting with example... it will be usefull to apply and save tax...kind request

    • @msdivyable
      @msdivyable 3 місяці тому +2

      Check et money tax harvesting video

  • @ajanthatrendzz
    @ajanthatrendzz 4 місяці тому +1

    Very easily understood by ur explanation, Thanks a lot..😊

  • @msvcreations464
    @msvcreations464 4 місяці тому +1

    Excellent Mr. Boosan !!! . Thanks a lot.

  • @vagokulraj
    @vagokulraj 4 місяці тому +25

    Nimmi after watching this video: Ohh apdiya vishayam..🤔 irra varen..🤨 next budged la patthukkuren da.. 😏

    • @Parthi_PS
      @Parthi_PS 4 місяці тому

      😂😂😂Ada summa eru bro... again increase aagirapoogudhu

  • @Nishok2001
    @Nishok2001 4 місяці тому

    Thank you for your information and tax harvesting
    Difference between old and new tax slab
    You great ❤❤

  • @Nandhacse
    @Nandhacse 4 місяці тому +5

    I have been buying 10 shares every month for the past year. If I now sell a portion of these shares, how do I determine which shares are sold first? Is it the First-In-First-Out (FIFO) method, and if so, how do I calculate the holding period for each share?

    • @saravanannatarajan7453
      @saravanannatarajan7453 4 місяці тому

      @Nandhacse If you are using ZERODHA, go to the console - holdings and click the stock name, then you will see the age of each share from your purchased date.

  • @adaikalarajv5645
    @adaikalarajv5645 4 місяці тому +1

    Superb explanation thankyou bro

  • @alaudeenbasha9694
    @alaudeenbasha9694 2 місяці тому

    Super bro.very clear explanation👍

  • @chandirasekaran9568
    @chandirasekaran9568 4 місяці тому

    Thanks Mr.Boosan. ❤️

  • @viratpraba9222
    @viratpraba9222 4 місяці тому

    Cleverly said to us bro👍

  • @jayraj4768
    @jayraj4768 4 місяці тому +5

    Bro adikadi videos podunga.. waiting for ur videos

  • @bhuvanathangavel5823
    @bhuvanathangavel5823 4 місяці тому

    Clear explanation sir

  • @pathirakudijallikattu588
    @pathirakudijallikattu588 4 місяці тому +1

    Tax harvesting pathi practical la explain panni eppadi stock broker vachu pannurathunu oru detailed video podunga bro

  • @ajayprasad9919
    @ajayprasad9919 4 місяці тому

    Waited a while for this one from my man❤

  • @RetroFlixVault
    @RetroFlixVault 4 місяці тому

    Well explained Boosan bro

  • @prathapand596
    @prathapand596 4 місяці тому

    Great explanation ❤😇

  • @lsanjay345
    @lsanjay345 4 місяці тому

    Very informative thanks 👍

  • @v.sasikumarrishi3735
    @v.sasikumarrishi3735 4 місяці тому

    Good explanation about mf about taxes cleared thanks boosan

  • @rajeshmurugan7371
    @rajeshmurugan7371 4 місяці тому

    Video nalla errukku bro

  • @gopinathj4232
    @gopinathj4232 4 місяці тому +5

    I wont panic now because I won't redeem and I will keep investing for next 15 years so that time Govt policy might change better .

    • @knowledgematters23
      @knowledgematters23 4 місяці тому +5

      😂 innum athigama aagidum pola.50% ....

    • @nishanthanr605
      @nishanthanr605 4 місяці тому +2

      Aduthu market la kasu irunthale tax nu kondu varuvainga

    • @Mr11suresh11
      @Mr11suresh11 4 місяці тому +1

      Tax 30% target. Plan your investment according with inflation and tax

  • @pavithravenkkatesh2687
    @pavithravenkkatesh2687 Місяць тому

    I have a question . Switching from liquid funds to other funds , does it incur short term capital tax or tax based on income slab rate ? And what is better option SIP OR STP from liquid funds , in terms of taxation ?

  • @kamesh_98
    @kamesh_98 4 місяці тому +1

    Question, if a person started investing in SIP in FY24 for next 5 years and holding it for a long term let's say 20 years and sells it, in this case in FY44, what is the tax% on the returns? This year's 12% or 2044's new tax scale? Much appreciated!

    • @suba5324
      @suba5324 4 місяці тому

      Plz answer this qn boosan sir....

    • @praveenkpm18
      @praveenkpm18 4 місяці тому +1

      tax will be applicable at current(2044) scenario

  • @rajahjagan2694
    @rajahjagan2694 4 місяці тому

    I have regularly watch your videos and thank you for your taxaction of MF video

  • @MePrasath
    @MePrasath 4 місяці тому

    Please put elaborate video on SWP taxation

  • @sathishbaskaran3588
    @sathishbaskaran3588 4 місяці тому

    Sir, Please explain what is IPO and how it works step by step

  • @shyamsundar.selvam
    @shyamsundar.selvam 4 місяці тому

    Please prepare a video on small case (current trend), I think you have made only one video on that so far.

  • @easwarapriyan9763
    @easwarapriyan9763 4 місяці тому +2

    I need some clarification ,for example I am trying to buy tata steel stock means I need to do some stock analysis like checking the Balance sheet profit and loss ratio like many factors before buying the stock
    but actually I am not getting the stock from tata motors directly I am getting from another person that means from the secondary market
    So this secondary Market price drop or increases of tata steel stocks are based one demand and supply and then how it actually affects the tata steel it doesn't affect tata and it reputation
    Then I why need to check all the stocks analysis for a particular stock for buying in the secondary market ?

    • @jagadishm6721
      @jagadishm6721 4 місяці тому

      Wat u said is correct but company has to prove their worthiness for holding their share.

    • @easwarapriyan9763
      @easwarapriyan9763 4 місяці тому

      ​@@jagadishm6721 But why

    • @jagadishm6721
      @jagadishm6721 4 місяці тому +1

      Then How u buy from the secondary market?? On wat basis u buy stock?? U should have some data from the company which is pl,bal sheet,ratio etc. then only u find whether stock is overvalued or undervalued.

    • @easwarapriyan9763
      @easwarapriyan9763 4 місяці тому

      ​@@jagadishm6721❤ thanks for your response

  • @vigneshponnusamy9335
    @vigneshponnusamy9335 4 місяці тому

    Super

  • @raghavansampath3735
    @raghavansampath3735 4 місяці тому

    Good one. How about switches between schemes and funds? How are they taxed? Thanks- Raghavan Sampath

    • @aneruddh1452
      @aneruddh1452 4 місяці тому

      It doesn't matter if you switch or not. The rule is if you sell assets you have to pay tax. Govt doesn't care if you sell and buy a new one (switching)

  • @selvaraj8378
    @selvaraj8378 4 місяці тому

    Please explain sip based mutual fund taxation @boosan

  • @cryptoart7169
    @cryptoart7169 4 місяці тому

    Hi Boosan, can you please explain about gold/sgb before and after taxation

  • @DZ-fc1lo
    @DZ-fc1lo 4 місяці тому

    Bro. What is daily margin statement, how to read it?. Make a video on that

  • @RS_Excerpt
    @RS_Excerpt 4 місяці тому

    Hi Bro, could you please post videos about how you got an onsite opportunity? I would really appreciate it.

  • @geraldpaul7452
    @geraldpaul7452 4 місяці тому

    Need some clarity about SME IPOs. Can u talk about that ?

  • @v.shunmuganarayanan5749
    @v.shunmuganarayanan5749 3 місяці тому

    which is taxable on withdrawing money in bank from shares or buying another share from the money sold in shares?

  • @ManikandanTamilan
    @ManikandanTamilan 3 місяці тому

    Hi, Can you discuss on the following subject _ best platform for US stock investing for resident & NRI, Taxes for US stocks for Indian resident & NRI

  • @Akshay_Thiagarajan
    @Akshay_Thiagarajan 4 місяці тому

    Make a video about the motilal oswal midcap fund

  • @firesparkers2537
    @firesparkers2537 4 місяці тому

    super anna

  • @man_o
    @man_o 4 місяці тому

    6:03 If we transfer and invest from family members name, income tax will be on the source who earns the money right?? Can we claim LTCG for each member seperately ?

    • @pskarthic
      @pskarthic 4 місяці тому

      He made another video using this comment😂, I already mentioned same and that comment got deleted after new video posted

  • @krishnakumarmuthiyal8354
    @krishnakumarmuthiyal8354 4 місяці тому

    If I understand correctly, for bonds the tax is based on our income tax slab, irrespective of long term or short term, am I correct?

  • @suriyacreations5672
    @suriyacreations5672 4 місяці тому +1

    Speculation tax
    Main a future and options explain pannunga romba kolappudhu
    Advance tax maari 3 months ku one time pay pannanuma
    Illa annualy once pay pannanuma

  • @colkar99
    @colkar99 4 місяці тому

    Are indexation options available for mutual fund? If yes can you explain it

  • @நவீனதமிழா-ம1ந
    @நவீனதமிழா-ம1ந 4 місяці тому +2

    Hi Sir One doubt incase i got a profit of 1Lakhs rupee in Stock and 1Lakh in Mutual funds then is it a consolidated profit ? where in the 2Lakh profit - 1L25 is Tax exception ?

  • @georgedavidraj
    @georgedavidraj 4 місяці тому +2

    Hi Boosan,
    I am doing monthly SIP of 20k in UTI nifty Index fund for last 3 years. I am confused how to do tax harvesting effectively with the new limit of 1.25 lakh.
    Can you pls explain how to tax harvesting when we do SIP.

    • @Mass_Rishwan
      @Mass_Rishwan 4 місяці тому

      @georgedavidraj enakum same doubt than plz explain pannuga nanum tax harvesting eppidi nu therijikanum sip la pannum pothu plz solluga yaravathu friends

  • @keerthivasan6421
    @keerthivasan6421 4 місяці тому

    What is slab rate? Could you explain in your next video

  • @Mr.Vishwa1624
    @Mr.Vishwa1624 2 місяці тому

    Bro total mutual fund profit had can been to buy a house is to a exemption from tax , can you give some clarity

  • @skyj7084
    @skyj7084 4 місяці тому

    Bro.. Please give details info about Penny stocks

  • @Dr.Suthan0912
    @Dr.Suthan0912 3 місяці тому

    Please post a video on NRI taxation on mutual funds. Also, TDS on NRI mutual funds. I have been debited TDS for my PPFAS Flexi Cap Growth MF. This is a growth reinvestment option, not a dividend. I didn't redeem, but it says it's TDS. So it's confusing. Please post videos on NRI taxation on MF investments. Thabk you.

  • @velmuruganp7008
    @velmuruganp7008 4 місяці тому

    Please explain the ELSS fund.

  • @allrounders3773
    @allrounders3773 4 місяці тому

    In ITR filling la short term capital gain automatic ka fetch aagi nikuma or nama manual la type pananuma

  • @nantha2970
    @nantha2970 4 місяці тому

    sir SIP investment taxcalcution eppadi sir
    ex naan 1000× 1 month × 20 year
    evvalu tax pay pannanum sir

  • @skinformativevlogs6676
    @skinformativevlogs6676 3 місяці тому

    Bro antha tax namma itr file panni anga pay pannanuma illa automatica withdraw pannum pothu tax eduthruvangala

  • @Roshanthedev
    @Roshanthedev 4 місяці тому

    Is the capital gains taxable if the overall income is within the basic exemption limit?

  • @manjurekha9775
    @manjurekha9775 4 місяці тому

    For physical gold, how can one estimate, how long one's holding? It's difficult to find out without a bill.

  • @SarathKumar-cg8ol
    @SarathKumar-cg8ol 4 місяці тому +1

    Lets say I have invested overall 3L and it is grown to 5L over 3 years . If I withdraw 1L now, how will it be considered ? As full profit or a portion of invested amount or it is upto to us to decide that?

  • @mr.darkzzz8937
    @mr.darkzzz8937 4 місяці тому

    Oru 3 year ku monthly sip 3000 pay pnidu afder na atha redeem pna ma hold la yae vaikanum ana monthly sip monthly create akumae atha epd stop pndra thu

  • @vinothkumar-te9xs
    @vinothkumar-te9xs 4 місяці тому

    It's good to buy stock gold etf or mutual funds etf?

  • @abhishekkumaragrawal5833
    @abhishekkumaragrawal5833 4 місяці тому

    Is there any tax benefit for senior citizens if they withdraw up to 7 L in SWP in a year and have no other income? Will they have to pay tax for the amount above 1.25 L? Or will section 87 rebate be applicable?

  • @sakthi5314
    @sakthi5314 4 місяці тому

    Bro ELSS Mutual fund pathi sollavae ilayae bro

  • @gboy3976
    @gboy3976 Місяць тому

    Do Long term capital gains taxed for Income tax ???

  • @prasanth699
    @prasanth699 3 місяці тому

    Yaravathu solng ....namba tax file pannanuma ila avungaley cut paniduvangala

  • @bharathikumar2948
    @bharathikumar2948 2 місяці тому

    1.25 lacks examption for only stocks sell or including MF, Gold ETF, sector ETF?

  • @revathye8483
    @revathye8483 4 місяці тому

    Hii @finance.boosan example ipo na sip la invest panura long term apo epadi intha tax calculate panurathu. stocks epadi calculate panurathu video podunga

  • @shankarkr1603
    @shankarkr1603 4 місяці тому

    How much percentage will ditto take on term/health insurance

  • @For_everyone_3
    @For_everyone_3 4 місяці тому

    Hi bro. Enoda shares IBC stage 1 varuthu. IBC stage 1 la Iruka shares ah epdi sell panrathu bro. Athu zerodha la visible ah ila. Pls solunga

  • @civilstudio1799
    @civilstudio1799 8 днів тому

    Does Nifty50 index funds fall in others category ?

  • @SaranyaRajanarayanan
    @SaranyaRajanarayanan 4 місяці тому

    What is the tax on gold mutual funds. Please explain

  • @adhiyamang5418
    @adhiyamang5418 Місяць тому

    Hi ji how much money if we invest they'll report to income tax department please clarify

  • @MUTHU20241
    @MUTHU20241 4 місяці тому

    Thanks for the video
    And I'm investing via sip equity mutual fund and if I sell now how I canni know it is ltcg or stcg as I am investing more than 2 yrs in mutual fund
    Also another one can I transfer the mutual fund to my wife name

  • @beardvenky617
    @beardvenky617 4 місяці тому

    2:40 pls confirm yourself...within 1 year Even if you get profit for below 1.25 lakh do we pay 20% for short term capital gain..?????

  • @RJreality-s3u
    @RJreality-s3u 4 місяці тому

    Hi brother I'm watching from srilanka . I watched every videos .
    I would like to invest in us stock market , please recommend me which app is best for invest in us stocks

  • @karthickkarthick3139
    @karthickkarthick3139 4 місяці тому

    Swing trade pathi sollunga bro

  • @Arul140
    @Arul140 4 місяці тому

    Bro , I investing (with bank maditate)3 months sip in zetotha large mid 250, but I couldn't see that investing and profit amount in zerotha coin website... How do i check that details..?

  • @emmanuelebenesar
    @emmanuelebenesar 4 місяці тому

    Bro my grandmother has some shares which are held by TMB demat services TMB la tranding platform illadha Nala brokerage la move panni sale panna solranga... We tried religare brokerage but en enga shares athula reflect agala is it possible to sell those shares offline through TMB demat it self? Pls help in this issue

  • @nagaarjunk.r3808
    @nagaarjunk.r3808 2 місяці тому

    Na mutual fund la 35k invest panirunthan 10k April la profit oda redeem panan.
    Ethula 8.7k short term and 1.3k long term gains.
    Epo ITR file panum pothu captial gains income oda add agum thanah ?
    Apidi patha income + capital gains oda ITR file pananum.
    So epo 30% slab la eruntha income ah capital gains add Pani athuku income tax filling la apo higher tax pay pananum thanah ?
    Ethu than enoda understanding.. yaravathu explain pannunga correct nu.

  • @akwargaming414
    @akwargaming414 4 місяці тому

    Sir smallcap, midcap, Largecap, flexicap ethula evlo % separate panni potalam my age 27 got employee

  • @jaik9321
    @jaik9321 4 місяці тому

    If I income is lesser than 5L including ltcg can I get exemptions using new tax schemes

  • @MrImRamesh
    @MrImRamesh 4 місяці тому

    Bro, what tax for multi asset fund? 50% equity portion

  • @Mass_Rishwan
    @Mass_Rishwan 4 місяці тому

    Tax ilama irukaravanga short term la profit edutha slab rate padi ethum tax varathu thana and long term la vera mutual fund profit um 1.25 lakhs excemption um apidiyae irukun thana

  • @Investment_Paradise
    @Investment_Paradise 4 місяці тому

    Hello Brother, i have doubt about MAFANG & MON 100. How consider tax as above two etfs equity based or debt based ? Please Reply Me

  • @sandeepp6085
    @sandeepp6085 4 місяці тому

    Bro ,can u suggest which MF will be suitable for long term ,kindly suggest

  • @balavigne
    @balavigne 10 годин тому

    Naa ipo mutual fund invest pani atha naa antha year la sale pannala apo naa tax kattanum ah

  • @sunil0530
    @sunil0530 4 місяці тому

    I use my wife’s account for investing and she is a homemaker.
    Will she has to pay STCG even though she
    Comes under the tax exemption?
    The returns are just few hundreds and I’m planning to shift it into something different

  • @muprabu2008
    @muprabu2008 4 місяці тому +1

    Bro now one person monthly sip 5000rs started to continue for 12 months after 13month close the mutual fund the profit was short term or long term.

    • @suryaramanan5
      @suryaramanan5 4 місяці тому

      1st month sip is considered as long term if purchase date completed 1 years. Others are short term in your scenario

  • @GokulVenkatesan-e4c
    @GokulVenkatesan-e4c 4 місяці тому

    where did Index fund go in this slab ?

  • @gopivms5576
    @gopivms5576 17 днів тому

    Appo loss vantha eathuvum kudukka mattangala goverment only gaining la share venum loss la ___***##😢

  • @ramarpappa6432
    @ramarpappa6432 4 місяці тому

    Investment nammalotathu Loss aanalum Namatha pakanum company muditu ponalum government onnum pannathu but tax mattum increase pannite poragele😢😢😢

  • @soundaryamcollections8267
    @soundaryamcollections8267 4 місяці тому

    Appo sip la( mf ) 5 scheme la investment panren appo long term 5 or 10 yrs hold pannina ella gain kum 12.5% kattanumaa

  • @vivekmandal.n6043
    @vivekmandal.n6043 4 місяці тому

    Bro i am using grow app to invest in stocks ,i am receiving my dividends as cheque,how to get them directly deposited in my account itself please do reply .

  • @harikrish4169
    @harikrish4169 Місяць тому

    For example, I invested in SIP for long term. If my total investment is 25 lacs and LTCG is 75 lacs, if I withdraw 26.5 lacs, will I have to pay tax?
    Because I am just withdrawing my investment only.
    Kindly give some tips for it, bro.

  • @ZYXPraveen
    @ZYXPraveen 4 місяці тому

    My mother (retired) invested in international funds. So as per the new tax rules, is it advisable to book profit within 2 years and repurchase the units to avoid 12.5% LTCG?

    • @finance.boosan
      @finance.boosan  4 місяці тому +1

      Yes, if the gains are below the taxable income limit.

  • @Chandru_G
    @Chandru_G 4 місяці тому

    Tax we have to pay? Or automatically detected??

  • @vishnu.kannan7185
    @vishnu.kannan7185 4 місяці тому

    Bro, oru doubt bro. If have to invest some lumpsum money, how i can invest it, can trust online brokerage platform? Or can i go to a bank and then invest it.

  • @mavrckksk
    @mavrckksk 4 місяці тому

    What about indexation?

  • @ashokkounder2885
    @ashokkounder2885 4 місяці тому

    Bro oru doubt ?
    Mutual fund la Gain panna tax pay pannanu but loss achi na tax pay pannanu ma bro
    Both side tax details solluga