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| Particulars | Non Equity Taxation | | Equity Taxation | | | Investment Amount | 10,000 | | 10,000 | | | Assumed pre-tax annualised returns | 9.00% | | 9.00% | | | Interest earned after 1 year | 900 | | 900 | | | Amount withdrawable after 1 year | 10,900 | | 10,900 | | | Taxable Income / Gains | 900 | | 900 | | | Applicable Tax Rate* | 33.99% | | 0% | | | Tax Liability | 305.91 | | 0 | | | Post Tax Gains | 594.09 | | 900 | | | Post Tax Annualised Yield | 5.94% | | 9.00% | | |
Given the tax advantage, Birla Sun Life Equity Savings Fund can generate potentially higher post tax returns as compared to non equity investments.
*Higher tax bracket assumed for Applicable Tax Rate in respective investment categories (Equity & non Equity). Investors are advised to consult their tax advisor in view of individual nature of tax benefits.
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