Fund Tax Calculators and Tools
Each tool shows its working, its assumptions and the law it applies. Tax year 2026-27.
InvestorsFund tax calculatorEstimate the tax on income from a GIFT IFSC fund, SEBI AIF or PMS, with the working and assumptions.Open the tool →Investors₹1.25 lakh allowance calculatorAdd up the year’s long-term gains on listed shares and equity fund units and see the tax.Open the tool →InvestorsTDS vs actual taxCategory I or II payout: compare the 10% deducted with your actual tax, part by part.Open the tool →InvestorsHolding period checkerShort-term or long-term? Enter the asset and the dates.Open the tool →Non-residentsDoes a non-resident need a PAN?Check the Rule 157 relief for non-resident investors in a specified fund.Open the tool →FundsSpecified fund checkTest the non-resident unit-holding condition, including the 5% exception.Open the tool →Fund managersFME tax route calculatorDefault regime, section 200 or, for an LLP, alternate minimum tax: see the tax on each route.Open the tool →ProfessionalsSection finderFind the 2025 provision for a 1961 section, with what changed and what to do.Open the tool →
Indian income-tax only. Figures are estimates on the stated assumptions, not a tax opinion.
Meet the expert
CS Prashant Kumar
Company Secretary & Compliance Officer
Global Horizons Capital Advisors (IFSC) Private Limited — an IFSCA-licensed investment banker
13+ years of experienceFCS Fellow member, ICSIAuthor Audit Under Fire
Published in The Chartered Accountant (Jun 2025, Jan 2025, Mar 2024) and Chartered Secretary (Aug 2023)
Prashant Kumar is a seasoned Company Secretary and corporate governance strategist with more than 13 years of experience advising large corporates, promoter-led groups and global businesses on compliance, regulatory risk and board governance. In GIFT IFSC, the IFSCA regime is his day job rather than a research topic.