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How to transfer mutual fund units without triggering tax?
short by Girish Kumar Anshul / on Saturday, 28 February, 2026
SEBI allows online transfer or gifting of mutual fund units held in statement of account mode without selling or converting to demat form. This eliminates the need to pay capital gains tax during transfers. Investors can gift units to family, plan wealth distribution, or manage estates, making mutual fund transfers simpler, tax-efficient, and convenient for estate and family planning purposes.
read more at Moneycontrol