Section 10(23ED)- Tax Exemption for income received by an Investor Protection Fund (IPF)

Section 10(23ED) of the Income Tax Act provides a tax exemption for income received by an Investor Protection Fund (IPF) that is:

  • Set up by a depository, and
  • Notified by the Central Government in the Official Gazette,
  • In accordance with regulations made under the SEBI Act, 1992 and the Depositories Act, 19962.

Nature of Exemption:

  • The exemption applies to contributions received from the depository.
  • However, if any amount credited to the IPF (and previously exempt) is shared with the depository, that amount becomes taxable in the year of sharing.

Example:

Suppose NSDL (National Securities Depository Ltd.) sets up an Investor Protection Fund as per SEBI regulations. It receives ₹20 crore in contributions from NSDL. This ₹20 crore is exempt from income tax under Section 10(23ED).

But if ₹5 crore is later transferred back to NSDL for operational use, that ₹5 crore becomes taxable in the year of transfer.

This provision ensures that funds meant for investor protection are used exclusively for that purpose and not diverted for other uses.

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