Tax

LTCG (Equity)

Long-Term Capital Gains on listed equity / equity mutual funds — taxed at 12.5% above ₹1.25 lakh annual exemption per FY.

Definition

LTCG on listed equity and equity mutual funds applies to holdings sold after 12 months from purchase. Post-July 2024 rate is 12.5% on gains above ₹1.25 lakh per financial year. The exemption resets every April 1 — large gains can be tax-optimised by splitting sales across two financial years.

Short-term capital gain (under 12 months) on the same assets is taxed at a flat 20% with no exemption (post-July 2024). Long-term capital losses can offset only long-term gains; short-term losses can offset both.

Formula

LTCG tax = 12.5% × max(0, Gain − ₹1.25L) + 4% cess

Example

₹5 lakh purchase, ₹8 lakh sale after 18 months → gain ₹3 lakh. Taxable LTCG = ₹3L − ₹1.25L = ₹1.75L. Tax = 12.5% × ₹1.75L × 1.04 = ₹22,750.

Calculators that use this

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