Sovereign Gold Bonds July 2016 – 4th Tranche – Should you invest?

Sovereign Gold Bonds July 2016 – 4th Tranche ReviewSovereign Gold Bonds July 2016 – 4th Tranche Review


Sovereign gold bonds issued earlier are trading at a premium on stock exchanges. With investors showing high interest, Govt. of India has opened Tranche-IV of Sovereign Gold Bond Scheme today. Capital gains arising from the sale of such bonds are exempted from income tax. What are the features of Sovereign Gold Bonds July 2016 – Tranche 4? How to apply for these bonds? Should you invest in Sovereign Gold Bond Scheme? In this article, I would provide complete review of this.

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Sovereign Gold Bonds July 2016 – 4th Tranche


  • These Sovereign Gold Bonds of July 2016 would open for subscription from 18th July (today) and closes on 22nd July, 2016.
  • Resident Indians are eligible to apply for this Sovereign Gold-Bond-Scheme.
  • These are issued by Government, hence are safe investment options.
  • These gold bonds would be issued on 5th  August, 2016 after subscription is closed. It would be issued in physical form or demat form.
  • Sovereign Gold Bonds are issued in denomination of 1 gram of gold and in multiples of 1 gram with a maximum quantity of 500 grams per person per financial year i.e. Apr to Mar period.
  • These bonds would carry 2.75% interest rate per annum which is payable every half year.
  • Price of the bond would be decided based on the price of the gold pertaining to previous Friday’s rate of 999 purity gold price published by Indian Bullion and Jewellers Association Ltd. They have fixed Rs 3,119 price per gram yesterday for this gold bond scheme for Tranche 4.
  • Tenure of the sovereign gold-bond scheme is 8 years. One can exit from these bonds after 5 years from the date of subscription either after completion of 5 years, 6 years of 7 years.
  • You can get loan against the bonds from banks.

How to apply for Sovereign Gold Bonds July 2016 – 4th Tranche?


Commercial Banks and specific Post Offices are authorized to accept applications under Sovereign Gold bond scheme. You can approach, fill the application and submit them between 18th July and 22nd March, 2016. However, gold bond certificates / demat units would be issued / allocated only on 5th August, 2016.

Can we withdraw Sovereign Gold-Bonds before the maturity period?


These bonds have a lock in period of 8 years. However, one can do premature withdrawal after completion of 5 years, 6 years or 7 years and during interest date periods. If your interest date is 29th Sep (6 months from 29th March date), you can withdraw after 5 years and on 29th Mar or 29th Sep.

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What about the tax treatment of Sovereign Gold Bonds July 2016?


  • While you would get 2.75% interest per annum on these bonds, this is not tax free. You need to club this interest with your income every year and pay income tax on that based on income tax slab.
  • These are exempted from capital gain arising from selling these bonds. Means, whatever returns you would get at the time of redemption (apart from interest) is tax free.
  • Indexation benefits available for Long term capital gain for transfer of these bonds to any other person.

Are these Sovereign Gold Bonds are traded on stock exchanges?


These are treadable on NSE and BSE. However RBI would notify the date of trading of such bonds at later point of time. Bonds issued in Nov-2015 are being traded for the past 1 month.

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Suresh
Sovereign Gold Bonds July 2016 – 4th Tranche

Suresh KP

23 comments

  1. What if the value of gold is less after 8 years. Will we still be able to hold them longer than 8 years till we are in a profit?

    1. You Quadros. You would get equivalent gold grams value in rupee terms at maturity. Basically you are locking gold in qty by investing in them

      1. If the price of the gold has fallen from the purchase price during redemption, you are allowed to hold them for another 3 years…

  2. Hi Suresh,

    If I buy these bonds from bank, at what price I can sell them after 5 years and how?

    Thanks,
    Sumit

    1. These are sold in demat as well as in paper form. You can sell them after 5 years at the gold rate prevailing at that rate. You can submit the same at the bank where you purchased or any other place where it is indicated on the bond.

    1. You should understand the benefits. Don’t just look this as investment. if you are planning to accumulate gold for your future like daughter marriage, this is good. If you are planning to invest in gold just for investment purpose, don’t go for this as of now

  3. can we apply now and sell may be after 6 months on the exchange? is the lock-in period not applicable in that case?

  4. Sir,

    1] It is mentioned that Capital gain exemption is applicable whereas it is also mentioned that Indexation benefits available for Long Term capital gains.

    Are above these 2 points not contradictory ?

    OR LTCG applicable only on sale of these bonds and if we redeem and take money then no capital gain.

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