Articles tagged “Switch”
14 articles.
2026 (14)
- How to migrate from regular plan to direct plan (cross-platform)
Comprehensive guide to migrating from regular plan to direct plan mutual fund holdings in India: the operational mechanics across all major platforms …
- Direct-to-regular plan switch implications
Switching from a direct plan to a regular plan (or vice versa) is a taxable event in Indian mutual funds. Covers the deemed redemption + subscription treatment, …
- Switch as a taxable event
A switch in Indian mutual funds (transferring units from one scheme to another) is treated as a taxable event by the Income Tax Department: the existing units …
- Direct-to-regular and regular-to-direct switch implications
Converting between direct plan and regular plan of the same mutual fund scheme has tax and operational implications. Covers the regular-to-direct switch …
- Switch in mutual funds: intra-AMC, inter-scheme and inter-AMC
A mutual fund switch is the operation of redeeming units from one scheme and using the proceeds to subscribe to another scheme. Covers intra-AMC switches …
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the …
- Systematic Transfer Plan (STP)
Encyclopedic reference on the Systematic Transfer Plan (STP) in Indian mutual funds: the periodic intra-AMC scheme-to-scheme transfer facility that operates …
- Direct-to-regular and regular-to-direct switch implications
Reference on switching between direct and regular plans of the same mutual fund scheme in India: tax treatment, TER differential, trail commission implications, …
- How to switch a mutual fund on Coin
Step-by-step guide to switching from one mutual fund scheme to another on Zerodha Coin: same-AMC restrictions, CDSL TPIN, cut-off times, and tax treatment.
- Inter-AMC migration of mutual fund investments
Reference on migrating mutual fund investments between different AMCs in India: mechanics, settlement gap risk, tax implications, and comparison with intra-AMC …
- Inter-scheme switch in mutual funds
Detailed reference on inter-scheme switches within the same AMC in India: operational mechanics, applicable NAV, exit loads, capital gains tax, and common use …
- MF switch as a taxable event
Switching between mutual fund schemes, plans, or options is treated as a redemption from the source fund followed by a fresh purchase in the destination fund. …
- Switch in mutual funds (intra-AMC, inter-scheme, inter-AMC)
Complete reference on switching mutual fund units in India: intra-AMC, inter-scheme, inter-AMC switch mechanics, tax implications, applicable NAV, …
- 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 …