Academy lesson

Capital gains basics

Short-term vs long-term

Lesson statusIn progress
5 minute lesson

A capital gain is the profit when you redeem units for more than you paid. The holding period decides whether it's taxed as short-term or long-term, and equity vs debt funds have different thresholds and rates.

Tax is triggered only on redemption, not while you stay invested - another reason long-term holding is tax-efficient.

Check your understanding

RC2: Capital gains basics knowledge check

A short server-validated knowledge check.

When can a capital gain arise?
Should tax guidance use prevailing law?

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