Capital Gains Tax Explained: A Complete Guide for Indian Investors

Capital Gains Tax (CGT) is the tax you pay on the profit made from selling an asset like shares, mutual funds, or property. It is classified into Short Term (STCG) and Long Term (LTCG) depending on how long you held the asset.

Rates updated as per Union Budget 2024. Tax laws are subject to change. Please verify with the Income Tax Department for the latest rules.

This guide is for educational purposes only and is based on publicly available Income Tax Act provisions and Union Budget announcements.

7 min read Taxation Updated: 2026

You bought shares for ₹1 Lakh and sold them for ₹2 Lakhs. You made ₹1 Lakh profit. Is that full ₹1 Lakh yours? Not entirely.

1. What is Capital Gains Tax?

In India, almost every profit earned from investments is taxable. The government classifies this profit as "Capital Gains." The amount of tax you pay isn't fixed—it depends on what you sold (asset class) and how long you owned it (holding period).

2. Short Term vs Long Term (The Clock Matters)

The tax rate changes drastically based on time. This defines whether your profit is a Short Term Capital Gain (STCG) or Long Term Capital Gain (LTCG).

Asset Class Short Term (STCG) Long Term (LTCG)
Equity (Shares / Equity MFs) Less than 12 Months More than 12 Months
Real Estate (Property) Less than 24 Months More than 24 Months
Debt Funds / Gold Less than 24 Months More than 24 Months

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3. New Tax Rates 2024-25 (The Cheat Sheet)

The Union Budget 2024 simplified (and increased) some rates. Here is the master table for the current financial year.

To compute exact tax instead of estimates, use our Capital Gains Calculator.

Asset Type STCG Rate LTCG Rate
Equity Shares & Equity MFs 20% (Increased from 15%) 12.5% (Above ₹1.25L Exemption)
Debt Mutual Funds Slab Rate Slab Rate (Taxed as Income)
Real Estate / Gold Slab Rate 12.5% (No Indexation)
Listed Bonds Slab Rate 12.5%

Note: Debt mutual fund taxation (Slab Rate) applies to investments made on or after 1 April 2023. Older investments may follow different rules with indexation benefits.

4. Equity & Mutual Funds Taxation

This is where most retail investors feel the pinch. If you invest in the stock market or equity mutual funds (SIPs), note these two major changes:

Tip: Use Tax Harvesting to book profits up to ₹1.25 Lakhs annually to save tax.

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Invested in SIPs? See how much tax you owe upon redemption.

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5. Real Estate & Gold Taxation

Real Estate (Crucial Update):

The new LTCG rate is a flat 12.5% without indexation. However, to protect existing homeowners, the government introduced a "Grandfathering Clause."

For properties bought BEFORE July 23, 2024: You have an option! You can choose to pay either 12.5% without indexation OR 20% with indexation—whichever is lower.

For properties bought after July 23, 2024, the only rate applicable is 12.5% (no indexation).

Gold: Gold ETFs, Digital Gold, and physical gold are taxed at 12.5% LTCG if held for more than 24 months, as per current rules, without indexation benefit. Short term gains are added to your income.

6. Does Your Tax Regime Affect Capital Gains Tax?

This is a common misconception among investors.

No. Your choice between the Old and New Tax Regime affects only your salary income. Capital Gains Tax rules remain exactly the same under both regimes.

Whether you choose the Old Regime (with deductions) or the New Regime (lower slabs), capital gains from shares, mutual funds, gold, or property are taxed independently.

To understand how salary taxation works separately, read: New vs Old Tax Regime Explained .

Conclusion

Taxes are an inevitable cost of investment. While you cannot avoid them, you can plan for them. By understanding the difference between STCG and LTCG—and the new options in Real Estate—you can time your exits to minimize liability and maximize wealth.

Frequently Asked Questions

What is the new LTCG tax rate for shares?

As per Union Budget 2024, the Long Term Capital Gains (LTCG) tax on equity shares and equity mutual funds has increased from 10% to 12.5%. The exemption limit has also increased to ₹1.25 Lakhs per year.

How is STCG calculated on mutual funds?

Short Term Capital Gains (STCG) on equity mutual funds (sold within 1 year) are taxed at a flat rate of 20%. For debt funds, STCG is added to your income and taxed as per your slab rate.

Do I have to pay tax if I make a loss?

You do not pay tax on Capital Losses. Short Term Capital Loss (STCL) can be set off against both STCG and LTCG. However, Long Term Capital Loss (LTCL) can be set off only against LTCG.


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