I sold some shares on kite and MF’s on Coin… In the Tax P&L report I see grandfathering is correctly done for equity shares but it is not available for Mutual funds.
Is there a plan to add the grandfathering calculation to mutual funds also? It shouldnt be very complex but will save a lot of work calculating LTCG for MF sale transactions
We’re working on this. It’ll be added for MF as well where ever applicable.
Looks like this was implemented but not correctly. Grandfathering is working fine for some funds, but not for others. Example record from the trade wise P&L attached. For the Arbitrage fund in the snapshot, the FMV is market as zero, even though it should be the NAV as on 31 Jan 2018.
I had created a ticket on 15th March, but its been ignored.
My support ticket was closed (After 2 months!) stating that Edelweiss Arbitrage is taxed as a debt fund and hence grandfathering is not applicable. I shared the varisty article link on the support ticket as well, but please correct your support SOP’s
Ticket number: 20200315138222
This report has been incorrect for 4 months now, with a meaningless response to the support ticket. Is there any escalation path for Zerodha support?
