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This Mother’s Day, honor the unwavering strength behind your every success. Tag your mom and share how her guidance, love, and support made you who you are today—because she’s not just your greatest asset, she’s your foundation.

A Multi Asset Allocation Fund is a type of mutual fund that invests in a mix of different asset classes such as equities, bonds, gold, and even real estate. The aim of these funds is to provide diversification and balance to the investor’s portfolio.

Taxation on Multi Asset Allocation Funds in India depends on the proportion of the fund invested in equity. If the equity investment is more than 65%, it is treated as an equity fund for taxation. Otherwise, it is taxed as a debt fund.

Equity Funds (equity allocation over 65%):

Short-term capital gains (held for less than one year) are taxed at 15%.
Long-term capital gains above ₹1 lakh (held for over a year) are taxed at 10%. Gains up to ₹1 lakh per financial year are exempt.
Debt Funds (equity allocation less than 65%):

Short-term capital gains (held for less than three years) are added to your income and taxed as per your income slab.
Long-term capital gains (held for over three years) are taxed at 20% after indexation.

Contact us to invest with an AMFI registered Mutual Fund Distributor

✅ Shree Renuka Holding ✅
Address: Office 1& 2, F - Madhukosh Society, Sinhagad Road, Pune - 411 041
Call: 84849 14844

Proud moment for INDIA🇮🇳......the historic day....were no.1... many many congratulations to our all brilliant scientists ....u all made it✌️✌️....jai hind 🙏🙏.

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