Saving tax with L&T Infra Long-term Infrastructure Bonds

On Saturday, November 13, 2010 | 10:06 AM


L&T Infra brings you Long-term Infrastructure Bonds that let you invest indirectly on a long-term basis in infrastructure projects across the country. As per section 80CCF of the Income Tax Act, you get a tax relief of up to Rs. 20,000 by investing in these bonds.
Your money invested in these bonds grows at a rate of 7.5% to 7.75% p.a. which works out as seen in the Table on the ‘About Investing’ Page. This interest, depending on the scheme you choose will either be paid to you every year, or can be compounded over the period of your tenure.


Here’s a defined structure of interest rates and tax deduction under these bonds.
You have 4 options you can pick and choose from as per your requirements.

The specific terms of the instrument: 


Series1234
Frequency of InterestAnnualCumulativeAnnualCumulative
Buyback FacilityYesYesYesYes
Buyback DateFirst Working Day after 7 years from the Date of AllotmentFirst Working Day after 7 years from the Date of AllotmentFirst Working Day after 5 years from the Date of AllotmentFirst Working Day after 5 years from the Date of Allotment
Interest Rate7.75% p.a.7.75% p.a. compounded annually7.50% p.a.7.50% p.a. compounded annually
Maturity Date10 years from the Date of Allotment.10 years from the Date of Allotment.10 years from the Date of Allotment.10 years from the date of allotment.
Maturity Amount (Rs.)1,0002,1101,0002,061
Buyback Amount (Rs.)1,0001,6871,0001,436
Buyback Intimation PeriodThe period commencing from 6 months preceding the corresponding Buyback Date and ending 3 months prior to the corresponding Buyback Date
Yield of the Bond on Maturity*7.75% p.a.7.75% p.a. compounded annually7.50% p.a.7.50% p.a. compounded annually


As per 80CCF Notification, the Yield of the Bond (to be paid by the Issuer) shall not exceed the yield on government securities of corresponding residual maturity as reported by the Fixed Income Money Market and Derivatives Association of India (FIMMDA), as on the last working day of the month immediately preceding the month of the issue of the bond.


The investment made in these bonds will be eligible for tax benefits under Section 80 CCF of the Income Tax Act, 1961. The Table below provides the yield to the investors on maturity (with tax benefits) and the yield to the investors on buyback (with tax benefits) for the applicable tax rates


Instruments at a glance

series1234
Face Value per BondRs 1,000Rs 1,000Rs 1,000Rs 1,000
Interest / Coupon Rate Offered7.75% p.a.7.75% p.a. compounded annually7.50% p.a.7.50% p.a. compounded annually
Frequency of Interest PaymentAnnualCumulativeAnnualCumulative
Time to Maturity10 years10 years10 years10 years
Time to Buyback7 years7 years5 years5 years
Tax Rate
YIELD TO THE INVESTORS ON MATURITY (with Tax Benefits u/s 80CCF)
10.30%9.38%8.93%9.11%8.67%
20.60%11.29%10.26%11.00%10.01%
30.90%13.58%11.81%13.25%11.55%
Tax Rate
YIELD TO THE INVESTORS ON BUYBACK (with Tax Benefits u/s 80CCF)
10.30%9.86%9.44%10.23%9.86%
20.60%12.31%11.36%13.42%12.58%
30.90%15.23%13.59%17.20%15.75%

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