Regulation STT F&O October 2024

STT hike on F&O October 2024

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Effective 1 October 2024, the Securities Transaction Tax (STT) rates applicable to F&O contracts in India were increased as part of a broader policy package aimed at reducing speculative retail F&O participation. The new rates applied to all NSE and BSE F&O segments.

The new rates

The STT changes (1 October 2024):

Contract typePre-October 2024Post-October 2024
Futures sell0.0125%0.02%
Options sell (premium)0.0625%0.1%
Options exercise / ITM expiry0.125% on settlement0.125% (unchanged)

(Exact rates as announced by SEBI / CBDT; verify against the STT Act 2004 for definitive numbers.)

For an option seller, the STT on premium received went from 6.25 basis points to 10 basis points, a 60% increase. For futures sellers, the STT went up by approximately 60% as well.

Why STT was increased

The hike served multiple purposes:

1. Reduce speculative activity

A higher STT makes high-frequency F&O speculation more expensive. The hurdle to break even rises; traders need bigger price moves or higher win rates.

2. Revenue generation

STT is a direct tax that goes to the government. The increase produces additional revenue from a segment that was growing rapidly.

3. Disincentivise option selling

Option selling (premium collection) is a particularly retail-attractive strategy that often generates losses on tail events. The higher STT on option premium specifically targets this.

4. Complement F&O entry barriers

The STT hike works alongside the F&O entry barrier rules , the weekly expiry contraction , and the lot size revision as a coordinated policy push.

Impact calculation

For a typical F&O trader’s monthly turnover:

MetricValue
Monthly F&O turnover (sell side)Rs 50 crore
STT pre-October at 0.0625%Rs 3,12,500
STT post-October at 0.1%Rs 5,00,000
Additional STT per monthRs 1,87,500
Additional STT per yearRs 22,50,000

For a high-frequency trader, the year-on-year impact is meaningful. For a retail trader trading at much lower turnover, the absolute increase is smaller but the percentage burden is similar.

Effect on Zerodha brokerage

Zerodha’s brokerage on F&O is Rs 20 per order (flat). The STT is charged separately by the government (collected by the broker on behalf of the government). Zerodha does not benefit from the STT hike; it passes through to the client.

The total per-trade charges (Zerodha brokerage + exchange + STT + GST + stamp + SEBI) increased post-October 2024 for F&O sell legs.

Impact on retail F&O P&L

Per SEBI’s retail F&O loss study , the average annual loss per loss-making trader was approximately Rs 1.2 lakh. The STT hike adds to this:

  • A small intraday-only trader with Rs 1 crore annual F&O turnover sees ~Rs 5,000 additional STT.
  • A higher-volume trader (Rs 10 crore annual turnover) sees ~Rs 50,000 additional STT.

For an already-loss-making trader, this widens the deficit.

Tax treatment of STT

STT paid on F&O is treated as a transaction cost and deductible from F&O P&L for tax purposes (when F&O is classified as business income).

For complex tax situations involving F&O classification (business income vs capital gains), consult a Chartered Accountant before filing.

Industry response

Brokers (including Zerodha ):

  • Updated charge calculators to reflect new rates.
  • Notified clients of the increase pre-implementation.
  • No internal margin impact (STT is government-collected).

Trade associations:

  • Argued that the hike was too steep.
  • Pushed for graduated implementation.
  • Accepted the broader policy direction.

Did the hike work?

Early indicators (Q4 2024 to Q1 2025):

  • F&O turnover declined 15-25% post-October 2024.
  • Active F&O account count declined.
  • Retail concentration in weekly options reduced.

Whether this reduction was driven specifically by the STT or by the combined policy package (STT + weekly expiry contraction + entry barriers + lot size revisions) is hard to disentangle.

See also

External references

References

  1. Securities Transaction Tax Act, 2004, as amended.
  2. Finance (No. 2) Act, 2024, amendments to STT rates effective 1 October 2024.
  3. SEBI, F&O STT framework update, sebi.gov.in.
  4. Zerodha brokerage calculator update post October 2024, zerodha.com.

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The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.

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