Statement of Financial Transaction (SFT) for Mutual Fund Transactions - Frequency for submitting the statement and Minimum period of holding for different assets classes, modified

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.... Ministry of Finance Central Board of Direct Taxes Directorate of Income Tax (Systems) Corrigendum to Notification No. 4 of 2021 New Delhi, 15/11/2023 Format, Procedure and Guidelines for submission of Statement of Financial Transaction (SFT) for Mutual Fund Transactions by Registrar & Share Transfer Agent The format, procedure and guidelines for submission for SFT data for mu....

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....ter, the statement of financial transactions relating to the quarter ending 30^th June, 31 st September, 31 st December and 31 st March shall be furnished on or before 25th of July, October, January and April respectively." This should be read as following: "With effect from 1st April 2023 the statement of financial transactions data will be submitted on half yearly basis instead of ex....

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....ed Mutual Fund 12 months - UTI Unit of UTI 12 months Where more than 35% of its total proceeds are invested in the equity shares of domestic companies, this information should be provided. Note: Where not more than 35% of its total proceeds are invested in the equity shares of domestic companies, (Specified Mutual Fund), it will always be classified as short-term capital asset....