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Economics2h 11m ago
The removal of indexation benefits in 2023 reduced the tax appeal of debt funds, prompting many investors to consider fixed deposits, but experts emphasize that factors beyond taxation, such as liquidity, compounding, and interest-rate outlook, remain crucial in this investment decision.
India
Who
Gibin John, Nitin Agrawal, Adhil Shetty
What
The removal of indexation benefits in 2023 reduced the tax appeal of debt funds, prompting many investors to consider fixed deposits, but experts emphasize that factors beyond taxation, such as liquidity, compounding, and interest-rate outlook, remain crucial in this investment decision.
When
Mon, 15 Jun 2026 15:16:00 GMT · 2h 11m ago
Where
India ·
Why
After 2023, debt mutual funds lost their indexation benefits, making their taxation broadly similar to fixed deposits and causing many investors to shift towards FDs.
The Frontline Impact
How this affects you
The change in tax treatment for debt funds has re-evaluated their competitiveness against fixed deposits for Indian investors. While FDs offer certainty, debt funds continue to provide advantages in liquidity and compounding, influencing personal finance strategies.
Story chain
2 events in this thread- Currently Reading2h 11m agoThe removal of indexation benefits in 2023 reduced the tax appeal of debt funds, prompting many investors to consider fixed deposits, but experts emphasize that factors beyond taxation, such as liquidity, compounding, and interest-rate outlook, remain crucial in this investment decision.
- Economics2h 11m agoDebt mutual funds lost their indexation benefits after 2023, making their tax treatment similar to fixed deposits, prompting investors to shift to FDs.Open article
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