/tags/mutual-funds/ Recent content in Mutual Funds on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q56-impact-of-accounting-methods-on-reporting-interest-income-in-the-tax-return/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q56-impact-of-accounting-methods-on-reporting-interest-income-in-the-tax-return/ Impact of accounting methods on reporting interest income in the tax return. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q18-contrast-the-features-of-pmvvy-with-post-office-monthly-income-schemes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q18-contrast-the-features-of-pmvvy-with-post-office-monthly-income-schemes/ Contrast the features of PMVVY with Post Office Monthly Income Schemes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q27-compare-the-tax-rates-of-the-old-and-new-tax-regimes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q27-compare-the-tax-rates-of-the-old-and-new-tax-regimes/ Compare the tax rates of the old and new tax regimes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q55-taxation-of-debt-funds-bought-before-april-1-2023/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q55-taxation-of-debt-funds-bought-before-april-1-2023/ Taxation of debt funds bought before April 1, 2023. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q59-calculation-of-ltcg-on-equity-assets-acquired-before-jan-31-2018/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q59-calculation-of-ltcg-on-equity-assets-acquired-before-jan-31-2018/ Calculation of LTCG on equity assets acquired before Jan 31, 2018. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q43-capital-gains-computation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q43-capital-gains-computation/ Capital gains computation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q20-explain-the-application-of-laddering-to-fixed-deposits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q20-explain-the-application-of-laddering-to-fixed-deposits/ Explain the application of laddering to Fixed Deposits. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q42-income-from-house-property-computation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q42-income-from-house-property-computation/ Income from house property computation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q50-taxation-of-non-speculative-business-income-and-unabsorbed-depreciation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q50-taxation-of-non-speculative-business-income-and-unabsorbed-depreciation/ Taxation of non-speculative business income and unabsorbed depreciation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q16-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-extension/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q16-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-extension/ Discuss the Reverse Mortgage Loan Enabled Annuity (RMLEA) extension. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q58-other-specific-exclusions-from-transfer-under-section-47/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q58-other-specific-exclusions-from-transfer-under-section-47/ Other specific exclusions from 'transfer' under Section 47. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q11-differences-between-equity-oriented-and-debt-oriented-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q11-differences-between-equity-oriented-and-debt-oriented-funds/ Differences between equity-oriented and debt-oriented funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q53-identifying-who-qualifies-as-a-relative-under-the-income-tax-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q53-identifying-who-qualifies-as-a-relative-under-the-income-tax-act/ Identifying who qualifies as a 'relative' under the Income Tax Act. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q49-definition-and-exceptions-to-the-capital-asset-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q49-definition-and-exceptions-to-the-capital-asset-category/ Definition and exceptions to the 'Capital Asset' category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q41-five-heads-of-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q41-five-heads-of-income/ Five heads of income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q06-definition-of-debt-oriented-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q06-definition-of-debt-oriented-mutual-funds/ Definition of debt-oriented mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q30-conclude-the-module-on-income-from-other-sources-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q30-conclude-the-module-on-income-from-other-sources-taxation/ Conclude the module on 'Income from Other Sources' taxation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q08-understanding-the-taxability-of-dividend-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q08-understanding-the-taxability-of-dividend-income/ Understanding the taxability of dividend income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q28-discuss-the-tax-treatment-of-dividends-received-from-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q28-discuss-the-tax-treatment-of-dividends-received-from-mutual-funds/ Discuss the tax treatment of dividends received from mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q32-bond-laddering-and-interest-rate-risk/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q32-bond-laddering-and-interest-rate-risk/ Bond laddering and interest rate risk. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q03-capital-gains-taxation-for-other-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q03-capital-gains-taxation-for-other-mutual-funds/ Capital gains taxation for other mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q24-explain-the-set-off-and-carry-forward-rules-for-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q24-explain-the-set-off-and-carry-forward-rules-for-capital-losses/ Explain the set-off and carry-forward rules for capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q36-post-office-mis-pomis-deposit-limits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q36-post-office-mis-pomis-deposit-limits/ Post Office MIS (POMIS) deposit limits. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q09-deductions-from-dividend-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q09-deductions-from-dividend-income/ Deductions from dividend income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q07-taxation-of-dividends-for-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q07-taxation-of-dividends-for-residents/ Taxation of dividends for residents. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q52-practical-application-of-dtaa-credits-in-income-tax-returns/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q52-practical-application-of-dtaa-credits-in-income-tax-returns/ Practical application of DTAA credits in income tax returns. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q13-exemptions-from-gift-tax/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q13-exemptions-from-gift-tax/ Exemptions from gift tax. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q12-thresholds-for-listed-units-in-the-same-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q12-thresholds-for-listed-units-in-the-same-category/ Thresholds for listed units in the same category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q47-impact-of-home-loan-interest-deductions-in-the-new-versus-old-tax-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q47-impact-of-home-loan-interest-deductions-in-the-new-versus-old-tax-regime/ Impact of home loan interest deductions in the new versus old tax regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q01-understanding-the-tax-impact-on-hybrid-and-other-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q01-understanding-the-tax-impact-on-hybrid-and-other-funds/ Understanding the tax impact on hybrid and other funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q34-premature-exit-penalties-in-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q34-premature-exit-penalties-in-scss/ Premature exit penalties in SCSS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q04-the-tax-rate-applicable-to-long-term-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q04-the-tax-rate-applicable-to-long-term-capital-gains/ The tax rate applicable to long-term capital gains. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q51-comparing-tax-liabilities-across-different-income-slabs-in-the-new-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q51-comparing-tax-liabilities-across-different-income-slabs-in-the-new-regime/ Comparing tax liabilities across different income slabs in the new regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q48-nuances-of-nps-taxation-for-government-vs-private-sector-employees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q48-nuances-of-nps-taxation-for-government-vs-private-sector-employees/ Nuances of NPS taxation for government vs. private sector employees. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q60-computational-mechanics-of-the-parallel-calculation-for-real-estate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q60-computational-mechanics-of-the-parallel-calculation-for-real-estate/ Computational mechanics of the 'parallel calculation' for real estate. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q19-discuss-the-premature-closure-penalties-for-pomis/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q19-discuss-the-premature-closure-penalties-for-pomis/ Discuss the premature closure penalties for POMIS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q23-discuss-the-taxation-of-global-income-based-on-different-residential-statuses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q23-discuss-the-taxation-of-global-income-based-on-different-residential-statuses/ Discuss the taxation of global income based on different residential statuses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q46-understanding-the-tax-scope-differences-between-ror-rnor-and-nr-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q46-understanding-the-tax-scope-differences-between-ror-rnor-and-nr-status/ Understanding the tax scope differences between ROR, RNOR, and NR status. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q40-residential-status-for-tax-purposes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q40-residential-status-for-tax-purposes/ Residential status for tax purposes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q17-explain-deposit-limits-and-premature-withdrawal-penalties-for-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q17-explain-deposit-limits-and-premature-withdrawal-penalties-for-scss/ Explain deposit limits and premature withdrawal penalties for SCSS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q33-scss-eligibility-criteria/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q33-scss-eligibility-criteria/ SCSS eligibility criteria. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q02-taxability-of-dividends-for-non-resident-investors/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q02-taxability-of-dividends-for-non-resident-investors/ Taxability of dividends for non-resident investors. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q29-explain-the-concept-of-eee-eet-and-ete-taxation-categories/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q29-explain-the-concept-of-eee-eet-and-ete-taxation-categories/ Explain the concept of 'EEE', 'EET', and 'ETE' taxation categories. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q44-clubbing-of-income-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q44-clubbing-of-income-provisions/ Clubbing of income provisions. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q05-conditions-for-short-term-capital-gains-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q05-conditions-for-short-term-capital-gains-calculation/ Conditions for short-term capital gains calculation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q10-taxation-of-capital-gains-for-debt-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q10-taxation-of-capital-gains-for-debt-funds/ Taxation of capital gains for debt funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q45-set-off-and-carry-forward-of-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q45-set-off-and-carry-forward-of-losses/ Set-off and carry-forward of losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q38-retirement-planning-calculations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q38-retirement-planning-calculations/ Retirement planning calculations. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q37-reverse-mortgage-eligibility/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q37-reverse-mortgage-eligibility/ Reverse Mortgage eligibility. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q25-discuss-the-carry-forward-period-for-different-types-of-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q25-discuss-the-carry-forward-period-for-different-types-of-capital-losses/ Discuss the carry-forward period for different types of capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q54-detailed-rules-for-set-off-and-carry-forward-of-different-types-of-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q54-detailed-rules-for-set-off-and-carry-forward-of-different-types-of-capital-losses/ Detailed rules for set-off and carry forward of different types of capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q15-application-of-set-off-rules-to-other-heads-of-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q15-application-of-set-off-rules-to-other-heads-of-income/ Application of set-off rules to other heads of income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q21-explain-the-taxation-of-swp-withdrawals-for-debt-vs-equity-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q21-explain-the-taxation-of-swp-withdrawals-for-debt-vs-equity-funds/ Explain the taxation of SWP withdrawals for debt vs. equity funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q31-taxation-of-capital-gains-in-swp/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q31-taxation-of-capital-gains-in-swp/ Taxation of capital gains in SWP. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q14-the-impact-of-post-april-2025-sales-for-this-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q14-the-impact-of-post-april-2025-sales-for-this-category/ The impact of post-April 2025 sales for this category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q22-explain-the-calculation-of-income-from-house-property-for-self-occupied-properties-under-the-new-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q22-explain-the-calculation-of-income-from-house-property-for-self-occupied-properties-under-the-new-regime/ Explain the calculation of 'Income from House Property' for self-occupied properties under the new regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q26-explain-the-treatment-of-agricultural-land-as-a-capital-asset/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q26-explain-the-treatment-of-agricultural-land-as-a-capital-asset/ Explain the treatment of agricultural land as a capital asset. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q57-tax-implications-of-dividend-income-for-non-residents-vs-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q57-tax-implications-of-dividend-income-for-non-residents-vs-residents/ Tax implications of dividend income for non-residents vs. residents. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q39-impact-of-early-withdrawals-on-epf/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q39-impact-of-early-withdrawals-on-epf/ Impact of early withdrawals on EPF. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q35-pmvvy-pension-features/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q35-pmvvy-pension-features/ PMVVY pension features. Companion read for Section 10.3 — Mutual Funds.