Selecting MF units to sell in the Coin UI

Zerodha Coin - Direct MF
1

Let’s say I want to sell MF units older than 1 year for tax harvesting. Currently it shows me the breakdown of all the units and how old they are, I wish there was a way to atleast

  1. Filter out units less than X days.
  2. Have a very specific feature that determines how much units I need to sell for tax harvesting.
  3. Allow me to export individual records so that I can later on filter it out in a google sheet.
2

Thanks for your valuable inputs and feedback, @Arnab_Sen

Team is checking and will revert back on the suggestions

3

Hai Sir @Meher_Smaran @ShubhS9 i have one dout

if i have 40lakhs in Sbi Gilt fund - its all pledged , i need to do SWP its will automatically unpledged and sell those units

please clarify

4

Hi @TradeB2B , We are live with instant MF unpledge, you can create SWP orders for pledged units and on the due date SWP order will be triggered and redemption order will be placed. However, the unpledge request be processed only if the collateral margin from the pledged units are not used. If the collateral margin received from the pledged units are utilised, then unpledge request will be rejected further leading to rejection of redemption order.

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