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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.

How to view breakdown

On Kite app

  1. Tap on Portfolio.
  2. Select the stock.
  3. Tap on View breakdown.


On Kite web

  1. Click on Holdings.
  2. Click on the Options.
  3. Select View breakdown.


On Console

  1. Log in to Console.
  2. Click on the Portfolio.
  3. Click on Holdings.
  4. Click on the Options.
  5. Select View breakdown/tags.

You can learn more about taxation by visiting Markets and Taxation module on Varsity by Zerodha.

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