Zerodha SGB Taxation

SGB tax treatment on Zerodha

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SGB taxation in India has favourable treatment:

EventTax
Coupon (2.5% pa, semi-annual)Taxed as interest income at slab rate
Capital gain at maturity (year 8)Exempt under Section 47(viic)
Premature redemption (year 5-8)LTCG; rate per FY
Sale on secondary marketSTCG / LTCG; rate per FY and holding

Why maturity is special

Section 47(viic) of the Income Tax Act exempts capital gains arising on redemption of SGBs by an individual at maturity. This is the most tax-efficient way to exit.

Secondary market sale

If you sell on NSE/BSE secondary market (rather than redeem), normal capital gains apply:

  • Held less than 12 months: STCG at slab rate.
  • Held 12+ months: LTCG; current rate ~12.5% post FY 2024-25.

CA caveat

Tax rules change with each Finance Act. For large SGB holdings or NRI cases, consult a Chartered Accountant. This summary reflects FY 2025-26 framework.

See also

External references

References

  1. Income Tax Act 1961, Section 47(viic) (SGB maturity exemption).
  2. Income Tax Act 1961, Section 48 and 112 (capital gains).
  3. RBI, Sovereign Gold Bond Scheme, rbi.org.in.

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