Securing Hannav Ledger...
Securing Hannav Ledger...
Glossary
A fund switch moves an investment from one mutual fund scheme to another (e.g. within the same AMC), treated as a redemption plus a fresh purchase for tax purposes.
Moving your money from one fund to another — treated like selling and buying for taxes.
Triggers capital gains tax on the redeemed units exactly like a regular sale, so switching between equity schemes still attracts STCG/LTCG rules.
Switching from a regular plan to a direct plan of the same scheme is still taxed as a redemption and fresh purchase.
Moving your money from one fund to another — treated like selling and buying for taxes.
Fund Switch helps you evaluate products, compare options, and make informed decisions aligned with goals, tax rules, and risk tolerance in the Indian financial system.