Education . Fund Dividend . 2 of 3 RupeeCase
A payout is not a profit.
It is a forced withdrawal.
SEBI saw the confusion and acted. In April 2021 it renamed the Dividend option to IDCW. Income Distribution cum Capital Withdrawal. The name itself admits part of every payout is your own capital coming back.
Same fund, two doors IDCW (dividend) Growth
Taxed whenevery payoutonly when you sell
Taxed atyour slab, up to 30 pctLTCG 12.5 pct beyond Rs 1.25L
TDS10 pct above Rs 5000 a yearnone while you hold
Still compoundingno, the money has leftyes, every rupee stays in
Run the leak. Rs 10L, 20 years, identical 12 pct gross. Take a 6 pct payout each year in the 30 pct slab and reinvest what is left, and your effective rate slips to about 10.1 pct. Growth ends near Rs 96L. The dividend path ends near Rs 69L. Same fund, same market, Rs 27L handed to tax for the feeling of income.