New Delhi, March 31 -- Ever since finance minister Nirmala Sitharaman redefined debt mutual funds in the July 2024 budget as those that invest more than 65% in debt, there's been an upheaval in the mutual fund industry.
That's because pure debt funds are taxed at the holder's income tax slab rate - which can be as high as 39% - regardless of the holding period. However, a fund that marries debt with another asset gets the benefit of just 12.5% long-term capital gains tax. The condition is that debt must be less than 65% of the portfolio. The most apt asset to pair debt with is arbitrage, so mutual funds have engineered a new product that delivers this combination.
Also read: Why lifetime-free credit cards deserve a place in every card p...
Click here to read full article from source
To read the full article or to get the complete feed from this publication, please
Contact Us.