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  3. Budget 2026 Clarifies Capital Gains Tax: Grandfathering for Pre-2025 Investments, LTCG Indexation Update
TaxFinance Bill 2026, Section 112A Amendments

Budget 2026 Clarifies Capital Gains Tax: Grandfathering for Pre-2025 Investments, LTCG Indexation Update

3 February 2026|6 min read|By Oquilia Newsroom

The Finance Bill 2026 has introduced important clarifications to the capital gains tax framework, addressing ambiguities that arose from the July 2025 tax changes. The key provisions include a grandfathering mechanism for investments made before 23 July 2025, an updated indexation methodology for real estate, and simplified holding period definitions for new-age assets.

Grandfathering for Pre-23 July 2024 Investments

The Finance (No. 2) Act 2024 changes, effective 23 July 2024, introduced uniform LTCG rates of 12.5% across asset classes but removed the indexation benefit for most assets except real estate. For listed equity and equity mutual fund investments held on 31 January 2018, the existing grandfathering remains: the cost of acquisition is the higher of the actual purchase price or the FMV as on 31 January 2018 (Section 112A(6)). For unlisted assets such as residential property and gold acquired before 23 July 2024, the Finance (No. 2) Act 2024 introduced a separate election: taxpayers may compute LTCG under the new regime (12.5 percent without indexation) or the legacy regime (20 percent with indexation using the Cost Inflation Index) and pay the lower of the two. This is the indexation choice that protects investors who held positions through the July 2024 transition from being penalised on gains that had already accrued under the legacy 20-percent-with-indexation regime.

Real Estate Indexation Update

For real estate held for more than 24 months, the Budget introduces a choice: pay 12.5% LTCG without indexation, or pay 20% LTCG with indexation using the Cost Inflation Index (CII). Taxpayers can compute their liability under both options and choose the lower amount. The CII for FY 2026-27 has been set at 363 (base year 2001-02 = 100).

This dual-option approach addresses the widespread criticism that removing indexation disproportionately affected real estate investors, where holding periods of 10-20 years are common and inflation-adjusted gains can be significantly lower than nominal gains.

Simplified Holding Periods

The Budget standardises holding periods across asset categories: 12 months for listed equity and equity-oriented mutual funds, 24 months for all other assets including debt mutual funds, real estate, gold, and unlisted equity. The confusing matrix of different holding periods for different asset classes (which previously ranged from 12 to 36 months) has been streamlined into these two categories.

What Investors Should Do

Review your portfolio for unrealised gains on positions acquired before July 2025. Calculate your potential tax liability under both the old and new regimes. For real estate transactions planned in FY 2026-27, run both the indexed and non-indexed calculations to determine the optimal route. If you are harvesting capital gains annually to utilise the 1.25 lakh LTCG exemption on equity, continue the practice as this exemption remains unchanged.

Source

Finance Bill 2026, Section 112A Amendments

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This article is an editorial summary based on publicly available information for educational purposes only. It does not constitute financial advice. Always consult a licensed financial advisor before making investment decisions.

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