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What are the charges applicable for investing in securities through Coin?

Coin by Zerodha offers commission-free mutual fund investing. However, all mutual fund investments are subject to regulatory and fund house fees that apply across all investment platforms. Here are the charges:

Charges Description Rate Applicability Levied by
Stamp duty on allotment A tax levied on the purchase of mutual fund units, applicable to transactions such as lump-sum investments, Systematic Investment Plans (SIPs), Systematic Transfer Plans (STPs), and dividend reinvestments. 0.005% of the investment amount. Deducted from the investment amount at the time of unit allotment. For example, investing ₹1,00,000 would incur a stamp duty of ₹5, resulting in an effective investment of ₹99,995. Government of India
Securities Transaction Tax (STT) A tax imposed on the sale of equity-oriented mutual fund units. 0.001% of the redemption value.

Applicable only to equity-oriented mutual funds.For example, redeeming units worth ₹1,00,000 would incur an STT of ₹1.

Government of India
Exit Load A fee charged by the fund house when investors redeem (sell) their units before a specified period, intended to discourage premature withdrawals. Varies by scheme; commonly around 1% if redeemed within one year.

Specific exit load details are outlined in each scheme's offer document. For example, redeeming units worth ₹1,00,000 within the specified period with a 1% exit load would result in a charge of ₹1,000.

Asset Management Companies (AMC)
Tax Deducted at Source (TDS) A tax deducted on dividend income from mutual funds, applicable if the dividend exceeds a certain threshold. 10% on dividend income exceeding ₹5,000 in a financial year.

Applicable to dividend payouts; not applicable to growth options. Investors need to report this income and the TDS in their income tax returns.

Government of India

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