Illustrative estimate using your selected valuation date

Mutual Fund Tax Harvesting Calculator (Section 112A)

Add your own transaction lots to model FIFO ordering under the assumptions shown below. No transaction data is prefilled; optional demo scenarios are clearly marked. Exit-load terms are not guessed: enter the actual restricted period for your scheme, or leave it at zero if none applies.

Optional illustrative scenarios:

No transaction lots added. Add your own records below or choose an illustrative scenario. The calculator will not treat an empty portfolio as a zero-tax result.

Your SIP Lots (Evaluated in FIFO Order)

Lots are sorted by purchase date using a FIFO assumption; verify the method for your circumstances.

Qualifying gains booked this FY (assumption):

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Purchase Date	Units	Buy NAV	Current NAV	Age (Days)	Tax Status	Units in scenario	Gain within modeled limit

Add an installment:

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How this estimate works

Enter each purchase lot’s date, units, purchase NAV, and current NAV. The calculator orders lots by date and estimates the gain and holding period for each lot. It can account for an annual realized-gains amount and the exemption and tax-rate assumptions built into the tool.

This is a planning estimate, not a tax calculation or instruction to redeem. Actual treatment can depend on the asset and acquisition date, applicable law, surcharge and cess, STT, losses, other gains, fund exit loads, ELSS lock-ins, and your complete tax position. Verify the current rules and your transaction statement with a qualified tax professional before acting.

CAS PDF import is not available. Presets are sample data. The included equity holdings used by the other FolioXRay tools are also illustrative, not verified current disclosures.