LAMF Tax Benefits: Why It Beats Redemption

LAMF avoids capital gains and exit loads, offering tax-efficient liquidity, while redemption attracts 10–20% taxes depending on fund type and holding period.

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LAMF Tax Benefits: Why It Beats Redemption

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LAMF avoids capital gains and exit loads, offering tax-efficient liquidity, while redemption attracts 10–20% taxes depending on fund type and holding period.
Loans Against Mutual Funds offer key tax advantages compared to redemption. Selling mutual fund units triggers capital gains—10% on long-term equity gains beyond ₹1 lakh, 12.5% on short-term equity, and 20% (with indexation) on debt funds. In contrast, LAMF avoids capital gains entirely since units remain invested. Although interest isn’t deductible for personal loans, it can offset income if used for business or investments. Exit loads of 0.5–1% also don’t apply, making LAMF a tax-efficient liquidity tool for investors.
Oct 23, 2025 • 12:51
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