How to check capital gains applicability on the current holdings?
The View breakdown option in the holdings consists of the date of purchase, quantity, price, age (number of days since purchase) and its Profit & Loss (P&L) since purchase. Long-term capital gains (LTCG) apply when a stock is held for more than 365 days, whereas short-term capital gains (STCG) apply when a stock is held for less than 365 days. These factors can help ascertain the applicability of capital gains. To view these factors, follow these steps:
On Kite app
- Tap on Portfolio.
- Select the stock.
-
Tap on
View breakdown.
On Kite Web
- Click on Holdings.
- Click on the Options.
- Select View breakdown.
On Console
- Click on the Portfolio.
- Click on Holdings.
- Click on the Options.
-
Select
View breakdown/tags.
To learn more about market-related taxation, visit zerodha.com/varsity/module/markets-and-taxation.
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