06 Apr 2026 | 5 Mins Read
Taxation on gifting mutual funds and stocks can trigger capital gains
Flipitmoney
Gifting financial assets like stocks and mutual funds can be a convenient way to transfer wealth, but tax rules are complex. Gifts from non-relatives above Rs 50,000 are taxable at slab rates, while gifts from relatives are exempt. Cost of acquisition is donor's original purchase price and holding period is carried forward. Documentation, like Gift Deed, may be required for high-value transfers.