Reporting SIP capital gain in itr


This query is : Resolved 

Quick Summary
When reporting capital gains from selling SIP mutual funds in your Income Tax Return (ITR), it's generally recommended to use consolidated values rather than entering each individual SIP instalment. This applies to equity-based mutual funds, provided the last SIP payment was made more than 12 months before redemption. Always verify the figures against your AIS report for accuracy.

16 June 2025 Sir,
I sold SIP mutual fund having 12 instalment of SIP.
Do I have to enter each SIP in CG schedule of ITR or Consolidated SIP and sale consideration.

16 June 2025 Is it for equity based MF or any other category?
If equity based whether last SIP paid was earlier then 12 months?

16 June 2025 Sir,
It is equity based mutual fund.
The Last SIP paid was more than 12 months at the redemption.

16 June 2025 Consider consolidated values. (verify AIS report for the date & values)

27 September 2025 Good luck..


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