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🌾 LTCG Harvesting Calculator

Find which mutual fund units or stocks to sell to claim your ₹1.25L annual LTCG exemption.

🔒 Your data never leaves your device. All calculations happen in your browser. We do not upload, store, or transmit your portfolio data to any server.

Upload Holdings File

Drop your file here or click to browse

Accepted formats: .xlsx .xls .csv

How to get this file (Mutual Funds)
  1. Go to mfcentral.com and log in with your PAN + OTP.
  2. Click on CAS in the bottom-right section.
  3. Select Detailed CAS and choose current financial year.
  4. Download the Excel file sent to your registered email.
  5. Upload that file here.

Template: Download MF fallback CSV

Tax Inputs

Check your broker tax P&L for closed long-term gains this year.

Holdings Analysis

📂

Upload a file to view holdings, long-term eligibility, and harvesting suggestions.

FAQs

What is LTCG tax harvesting?

LTCG tax harvesting is the strategy of selling long-term equity investments to realize up to ₹1.25 lakh of tax-free LTCG every year, then immediately reinvesting at the current price to reset your cost basis.

How much LTCG is tax-free every year in India?

Under Section 112A, LTCG of up to ₹1,25,000 per financial year from listed equity shares and equity-oriented mutual funds is exempt from tax. LTCG above this limit is taxed at 12.5%.

Which investments qualify for LTCG tax harvesting?

Listed equity shares held for more than 12 months and equity-oriented mutual funds held for more than 12 months qualify as LTCG under Section 112A.

What is the grandfathering rule for LTCG?

For investments purchased on or before 31 January 2018, cost can be grandfathered using the higher of purchase price and the lower of 31-Jan-2018 price and sale price, reducing taxable LTCG.

Is LTCG harvesting legal in India?

Yes. LTCG harvesting is a legal tax optimization strategy under Section 112A. India currently has no wash-sale rule that disallows same-day reinvestment.

How do I use this calculator?

Upload your mutual fund CAS or stock holdings statement, enter LTCG already realized in the current financial year, then review the suggested units/shares to sell within your remaining exemption.

Does this calculator store my data?

No. All parsing and calculations are performed in your browser and no portfolio data is uploaded to any server.

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This tool provides calculations for informational purposes only and does not constitute tax or financial advice. Consult a SEBI-registered investment advisor or a chartered accountant before making investment decisions.