Empower Your Wealth
Discover the Power of Mutual Funds for Financial Success
What is mutual funds?
Types of Mutual Funds
9 Benefits of Investing in Mutual funds in India
Advantages of Mutual Fund
Advantages of SIP, STP and SWP
Systematic Investment Plan
- Disciplined payment/investment habit
- Power of compounding
- Light on pocket
- Rupee cost averaging
Systematic Transfer Plan
- Consistent Returns
- Cost Averaging
- Rebalancing of Portfolio
Systematic Investment Plan
- Regular Income
- Avoids Market Fluctuation
- Tax Efficient
How to select a Mutual Fund
Taxation on Mutual Funds
| Type of Mutual Fund | Short-Term Capital Gain (Holdings of less than 1 year) | Long Term Capital Gain (Holdings of more than 1 year) |
| Equity Mutual Fund | 15% | No LTCG up to 1 lakh. 10% on LTCG above 1 lakh without any indexation benefits |
| Debt Mutual Fund | As per the Income Slab | As per the Income Slab |
| Hybrid Equity-Oriented Mutual Fund | 15% | No LTCG up to 1 lakh. 10% on LTCG above 1 lakh without any indexation benefits |
| Hybrid Debt-Oriented Mutual Fund | As per the Income Slab | As per the Income Slab |
| Liquid Funds | As per the Income Slab | As per the Income Slab |
| Dividend Income | As per the Income Slab | As per the Income Slab |