How-to MF tax statement capital gains statement

How to download mutual fund tax statement (capital gains)

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MF tax statement is the FY-specific capital gains computation document. Essential for ITR filing. Available from AMC, RTA, or aggregator platforms.

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Step-by-step procedure

See the procedure infobox above.

Tax statement contents

SectionDetail
Per-schemeCapital gain breakdown
Holding periodLTCG vs STCG classification
Cost basisFIFO computation
Sale valuePer transaction
TDS deductedSection 195 / 194K
GrandfatheringPre-Jan 2018 FMV applied

Channels

SourceBest for
Each AMC portalSingle-AMC investors
CAMS Tax StatementCAMS-RTA AMC consolidated
KFin Tax StatementKFin-RTA AMC consolidated
MF CentralCross-RTA consolidated
MFUeCAN-based multi-AMC

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines on tax statements.
  3. Income Tax Act, 1961, Sections 111A, 112A, 50AA.

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