Hi, Kotak Asset Allocator is a Fund of Funds scheme that invests across equity funds, debt funds, gold ETFs, and overseas funds. In this video we have only covered actively managed Multi Asset Fund shortlisted based on 3-year rolling returns.
Quant Multi Asset Allocation Fund has an average allocation of about 60% in equities hence it will be taxed as non-equity fund. Since the equity allocation is between 35-65%, short term capital gains (holding period of less than 3 years) will be taxed as per investor's tax slab, while the long term capital gains (holding period of more than 3 years) will be taxed at 20% with indexation benefit.
U did not figure UTI Multi asset allocation fund which is also one top performing fund in this category.
Average return for 3 5 10 15 years
Very good information
Thanks
What about Kotak asset allocator fund?
Hi, Kotak Asset Allocator is a Fund of Funds scheme that invests across equity funds, debt funds, gold ETFs, and overseas funds. In this video we have only covered actively managed Multi Asset Fund shortlisted based on 3-year rolling returns.
What's the tax implications of redeeming Quant Multi-asset allocation fund.
Quant Multi Asset Allocation Fund has an average allocation of about 60% in equities hence it will be taxed as non-equity fund. Since the equity allocation is between 35-65%, short term capital gains (holding period of less than 3 years) will be taxed as per investor's tax slab, while the long term capital gains (holding period of more than 3 years) will be taxed at 20% with indexation benefit.
@@PFNonline is it go with quant multi asset or other multi asset fund with equity taxation?? Which one is good for swp?