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Section 112A · LTCG on Equity · Post 23 Jul 2024

Section 112A LTCG Calculator

Long-term capital gains on listed equity shares & equity mutual funds — taxed at 12.5% on gains above the ₹1.25 lakh yearly exemption, with 31-Jan-2018 grandfathering.

📈 Sale & cost
Sale value (full value of consideration) Net sale proceeds of the equity/MF
Purchase / acquisition cost Actual cost you paid
🗓️ Grandfathering
Purchased before 31 Jan 2018? Enables 31-Jan-2018 FMV grandfathering
Fair Market Value on 31 Jan 2018 Highest quoted / NAV on 31-Jan-2018
Grandfathered cost = higher of (actual cost) and (lower of FMV-on-31-Jan-2018 and sale value). This shields gains that accrued up to 31 Jan 2018 from tax.
Section 112A applies only to listed equity shares and equity-oriented mutual funds / units of business trusts held for more than 12 months, where STT has been paid. The first ₹1,25,000 of such gains each year is exempt; the balance is taxed at 12.5% plus 4% health & education cess.

Section 112A computation

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Disclaimer: Indicative estimate for a resident individual. The ₹1.25L exemption is a per-year aggregate across all 112A gains; surcharge, set-off of capital losses and other income are not modelled here. Rates per Finance (No. 2) Act 2024.

Section 112A — tax on long-term equity gains

Section 112A charges long-term capital gains (LTCG) on listed equity shares and equity-oriented mutual funds held for more than 12 months, provided securities transaction tax (STT) is paid. For transfers on or after 23 July 2024, the rate is 12.5% and the first ₹1,25,000 of aggregate 112A gains in a financial year is exempt.

12.5%
Flat LTCG rate under 112A (post 23 Jul 2024; was 10%)
₹1.25L
Yearly exemption before tax applies (raised from ₹1L)
12 months
Holding period to qualify as long-term for listed equity
31 Jan 2018
Grandfathering date protecting pre-2018 accrued gains

Worked example

You sell equity mutual fund units for ₹6,00,000 that you bought for ₹3,00,000 (after 1 Feb 2018, so no grandfathering). Here is how the tax is built up:

Sale value (full value of consideration)₹6,00,000
Less: cost of acquisition− ₹3,00,000
Long-term capital gain₹3,00,000
Less: exemption u/s 112A− ₹1,25,000
Taxable LTCG₹1,75,000
Tax @ 12.5%₹21,875
Add: health & education cess @ 4%₹875
Total tax payable₹22,750

Key terms explained

12.5% rate

For transfers on or after 23 July 2024, 112A LTCG is taxed at a flat 12.5% (earlier 10%). No indexation is allowed. A 4% cess applies on top of the tax.

₹1.25 lakh exemption

The first ₹1,25,000 of aggregate 112A gains in a financial year is exempt (raised from ₹1L). Only the gain above this threshold is taxed.

Grandfathering (31 Jan 2018)

For shares/units bought before 1 Feb 2018, the cost is the higher of actual cost and the lower of (FMV on 31-Jan-2018, sale value) — so gains that accrued up to 31 Jan 2018 stay untaxed.

STT paid

Section 112A applies only where securities transaction tax was paid on acquisition (for shares) and on transfer. Off-market or non-STT transfers fall under Section 112 instead.

Frequently Asked Questions
What does section 112A cover?

Long-term capital gains on listed equity shares, units of equity-oriented mutual funds and units of a business trust, where securities transaction tax has been paid. The holding period for long term is more than 12 months.

What is the rate and the exemption?

Gains above ₹1,25,000 in a financial year are taxed at 12.5% without indexation. The first ₹1,25,000 of such gains is exempt, and the exemption applies once across all 112A gains, not per transaction.

What is grandfathering?

For shares and units acquired before 1 February 2018, the cost is taken as the higher of the actual cost and the lower of the fair market value as on 31 January 2018 and the sale consideration. It ensures gains accrued up to that date are not taxed.

Can losses be set off against 112A gains?

Yes. Long-term capital loss can be set off against long-term capital gain, including gains under 112A, and carried forward for eight years if the return is filed on time.

Is the basic exemption limit available against these gains?

For a resident whose other income is below the basic exemption limit, the unutilised portion can be adjusted against 112A gains. A non-resident cannot make that adjustment.

Disclaimer: This tool gives indicative results for general guidance only and is not professional advice. Please verify with a qualified CA before acting on the numbers.