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Due to non-standard date formats, portfolio may not reflect the proper dates. Request you to cross check the purchase and sell dates once, in order to enable us to provide you accurate reports. Click here to view the dates in text format available in our records and edit them.
In regard to the above tax rates, we are relying upon the provisions of:
Income-tax Act,1961;
The rules and regulations made thereunder currently in force
These may be subject to modifications by subsequent legislative, regulatory, administrative, or judicial decisions. Each investor is advised to consult his or her own financial advisor/consultant with respect to the specific tax implications arising out of his or her transactions.
In case of equity shares, these tax rates are applicable to equity shares sold on a recognised stock exchange and where securities transaction tax has been paid.
Equity oriented funds are those where the investible funds are invested in equity shares in domestic companies to the extent of more than 65% of the total proceeds of such funds. We have assumed that all equity diversified, sector, index and balanced funds qualify as equity oriented funds.
In case of Debt funds, short term capital gains is taxed as per the slab rates applicable to you. The slab rate used for the above computaion is 30%. These rates exclude the surcharge and eductation cess.
For Debt funds were long term capital gains tax is applicable, investor has the option of paying tax @ 20% taking into consideration index cost.
Short Term Gains : 
