Equity MF LTCG PlannerFY 2026-27
Plan your equity sell-offs with latest tax harvesting (₹1.25L exemption), surcharge impact, and holding period optimization.
Quick Summary: Equity MF LTCG Planner
The Equity MF LTCG Planner helps investors utilize the annual ₹1.25L tax exemption in FY 2026-27. By booking profits up to this limit each year and reinvesting, you can effectively step up your cost basis and reduce future tax liability at the 12.5% rate.
How to use the Equity MF LTCG Planner
- 1
Input Portfolio Gains
Enter your current unrealized Long-Term Capital Gains (LTCG) from equity mutual fund holdings.
- 2
Select Planned Withdrawal
Input the amount of profit you intend to book in the current fiscal year.
- 3
Review Tax Liability
See how much tax is saved by staying within the ₹1.25L annual exemption threshold.
- 4
Plan Reinvestment
Estimate the new cost basis after selling and repurchasing units to optimize future tax.
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Regulatory Disclaimer · FY 2026-27
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.