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Treatment of Mutual Fund in ITR

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manish kumar

accountant

36 Points Posted on 18 August 2025

Dear Member

I have purchased mutual fund of 200000 in FY 24-25 but did not sell or redeem. I have other Income of 194J Can I file ITR 4 or I need to file ITR 3. and what will be the treatment of mutual fund in ITR. Please advise

Thanks in advance

Regards

Manish Singh

Replies (3)

Quick Summary

This discussion clarifies the treatment of mutual fund investments when filing your Income Tax Return (ITR). It addresses whether purchasing mutual funds without selling or redeeming them requires ITR 3 or if ITR 4 is sufficient. The advice given is that ITR 4 can be used, and the mutual fund investment itself doesn't need to be declared until it is sold or redeemed.