Articles tagged “Partial Redemption”
3 articles.
- How to place a mutual fund redemption (partial or full)
Step-by-step procedure for placing a mutual fund redemption (partial or full). Covers the NAV cut-off, settlement timeline, exit load, bank credit, and tax …
- 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 …