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Investment taxation

1 guide
Investment taxation11 min

Investment taxation in India: major questions answered for 2026–27

Investment tax depends on the asset, transaction, acquisition and sale dates, holding period, residency and applicable tax year.

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Investment tax depends on the asset, transaction, acquisition and sale dates, holding period, residency and applicable tax year. Equity-oriented funds, specified debt funds, gold funds, deposits and bonds do not share one universal rate. For Tax Year 2026–27, use the Income-tax Act, 2025 and current rules; older-year transactions still require their own applicable framework.

TRY IT WITH YOUR INPUTSXIRR calculator Use actual dated investments, withdrawals and ending value to calculate your own cash-flow return. It does not calculate your tax liability.
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