Upload your CAS statement to see realised mutual fund capital gains broken down by financial year. Unlike the Tax Optimiser (which focuses on current-year planning), this tool gives you a historical view across every FY in your transaction history.
Your CAS PDF is parsed to extract all mutual fund transactions. Each redemption or switch-out is matched to purchase lots using FIFO. Gains are bucketed by the financial year of the sale date and classified as short-term or long-term. FY-specific tax rates are applied to estimate tax liability for each year.
Tax rates are versioned per financial year from FY 2018-19 onward. Debt fund taxation uses the slab rate you provide. Holding period threshold is 365 days for equity-oriented funds. This is an estimate for planning — consult a CA for return filing. Analysis is for 2026.
Which financial years are covered?
The calculator covers every financial year (April to March) present in your CAS transaction history, from FY 2018-19 onward or the earliest year in your statement, whichever is later.
How are capital gains calculated?
Gains are computed using FIFO (first-in, first-out) on redemption and switch-out transactions from your CAS. Each sale is classified as short-term or long-term based on the holding period and FY-specific rules.
Does this include estimated tax per FY?
Yes. For each financial year, the tool applies FY-specific equity STCG/LTCG rates and your slab rate for debt funds to estimate tax on realised gains.
Is my CAS data stored?
Your CAS is parsed in memory and not saved by default. You can choose to save the analysis results for viewing later, or delete them at any time.