Articles tagged “FIFO”
9 articles.
- How the buy average is calculated on Zerodha Console
How Zerodha Console computes the buy average for your equity holdings using the FIFO method, with a worked example, the trade-to-trade rule and why intraday …
- SWP taxation in mutual funds
SWP (Systematic Withdrawal Plan) taxation in India uses FIFO redemption ordering with each withdrawal generating capital gains tax based on the difference …
- STP taxation in mutual funds
STP (Systematic Transfer Plan) taxation in India treats each transfer as a redemption from source plus subscription to target, creating taxable capital-gains …
- SIP taxation and FIFO redemption ordering
SIP taxation in India uses First-In-First-Out (FIFO) redemption ordering, where each SIP instalment creates a separate lot with its own purchase date and NAV. …
- Taxation of SWP withdrawals from mutual funds
Each SWP (Systematic Withdrawal Plan) instalment is a partial redemption. FIFO determines which units are sold, and each lot's holding period determines STCG vs …
- Taxation of STP transactions in mutual funds
Each STP transfer is a partial redemption from the source fund (taxable) and a fresh purchase in the target fund (new holding period). FIFO, STCG/LTCG, and …
- Taxation of SIPs (FIFO method)
Each SIP instalment is a separate lot with its own acquisition date. Redemptions are assigned to the earliest lots first (FIFO). Holding-period and gain …
- ITR-ready capital gains statement for mutual funds
The ITR-ready capital gains statement is a tax computation document generated by CAMS, KFintech, or MFCentral that calculates STCG and LTCG from mutual fund …
- CAMS and KFin capital gains statement for mutual funds
The CAMS and KFin capital gains statement is a tax computation report generated by the two major mutual fund RTAs that applies FIFO to compute short-term and …