Capital Gains Statement on WebNotes

How to download mutual fund tax statement (capital gains)

Tue, 19 May 2026 00:00:00 +0000

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

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.

Step-by-step procedure

See the procedure infobox above.

Tax statement contents

Section	Detail
Per-scheme	Capital gain breakdown
Holding period	LTCG vs STCG classification
Cost basis	FIFO computation
Sale value	Per transaction
TDS deducted	Section 195 / 194K
Grandfathering	Pre-Jan 2018 FMV applied

Channels

Source	Best for
Each AMC portal	Single-AMC investors
CAMS Tax Statement	CAMS-RTA AMC consolidated
KFin Tax Statement	KFin-RTA AMC consolidated
MF Central	Cross-RTA consolidated
MFU	eCAN-based multi-AMC

External references

References

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

Capital gains statement for mutual funds

Mon, 18 May 2026 00:00:00 +0000

A mutual fund capital gains statement is the AMC/RTA-issued report listing realized capital gains for a specified financial year, with long-term and short-term gains classified per Section 112A and Section 111A . The statement is the foundational tax-filing document for mutual fund investors preparing their ITR-2 or ITR-3.

For Indian retail investors, downloading and using the capital gains statement correctly during tax filing season is critical to ensure:

All redemption-event gains are reported.
Correct LTCG/STCG classification.
Correct application of the Rs 1.25 lakh annual LTCG exemption (post July 2024).
Reconciliation with Annual Information Statement (AIS) data.

Statement structure

A typical capital gains statement includes:

How to download a PPFAS capital-gains statement for ITR

Sun, 17 May 2026 00:00:00 +0000

The Capital Gains Statement is the document you build your ITR-2 or ITR-3 Schedule CG from. Issued by CAMS as PPFAS’s RTA, it lists every taxable event in the financial year, broken down by tax section: Section 112A LTCG (equity-oriented, held over 12 months, 12.5 per cent above Rs 1.25 lakh exemption after Finance Act 2024), Section 111A STCG (equity-oriented, held under 12 months, 20 per cent after Finance Act 2024), and slab-rate STCG for debt-oriented schemes acquired on or after 1 April 2023 (Finance Act 2023). Each transaction shows the cost basis, the sale value, the holding period, the resulting gain or loss, and (for pre-31-January-2018 equity holdings) the grandfathered fair-market-value step-up. The statement is also the document the Income Tax department’s AIS is reconciled against; if the two disagree, the AIS is what gets flagged, but the PPFAS statement is what is operationally correct.

CAMS and KFin capital gains statement for mutual funds

Tue, 12 May 2026 00:00:00 +0000

The CAMS and KFin capital gains statement is a tax computation report generated by the two principal Registrar and Transfer Agents (RTAs) for Indian mutual funds – CAMS (Computer Age Management Services) and KFintech (KFin Technologies) – that computes the capital gain or loss arising from mutual fund unit redemptions during any specified date range. The statement applies the FIFO (first-in, first-out) method to assign purchase costs to each redeemed lot, segregates gains into short-term capital gains (STCG) and long-term capital gains (LTCG), and optionally applies cost indexation for qualifying debt fund holdings. It is the foundational tax document for mutual fund investors preparing to file an income-tax return.

ITR-ready capital gains statement for mutual funds

Tue, 12 May 2026 00:00:00 +0000

The ITR-ready capital gains statement for mutual funds is a tax computation document generated by Registrar and Transfer Agents (RTAs) – principally CAMS and KFintech – as well as by the joint portal MFCentral, that calculates the taxable capital gain or loss arising from mutual fund redemptions during a financial year. The statement applies the first-in, first-out (FIFO) method mandated under Indian income-tax rules, segregates gains into short-term capital gains (STCG) and long-term capital gains (LTCG), and presents the output in a format aligned with Schedule CG of ITR-2 or ITR-3. Investors use this document as the primary tax computation input when filing their annual income-tax return.

Capital Gains Statement on WebNotes

How to download mutual fund tax statement (capital gains)

Step-by-step procedure

Tax statement contents

Channels

See also

External references

References

Capital gains statement for mutual funds

Statement structure

How to download a PPFAS capital-gains statement for ITR

CAMS and KFin capital gains statement for mutual funds

ITR-ready capital gains statement for mutual funds