If you sold shares, ETFs or mutual funds through Motilal Oswal during the year, you need your capital gain statement (also called the Tax P&L report) before you file your income tax return. It lists every sell transaction with buy date, sell date, cost and sale value — exactly what Schedule CG of the ITR asks for. Here is the complete, step-by-step process to download it from motilaloswal.com / MO app.
What is the Motilal Oswal capital gain (Tax P&L) statement?
It is the broker’s official year-wise summary of your realised profits and losses. It separates intraday trades (taxed as speculative business income), short-term capital gains (equity held ≤ 12 months, taxed under Section 111A) and long-term capital gains (equity held > 12 months, taxed under Section 112A), and usually includes F&O results and charges too. New to these terms? Read our full guide to Capital Gain Tax in India — LTCG & STCG explained.
How to download the capital gain statement from Motilal Oswal — step by step
Log in to Motilal Oswal
Sign in on motilaloswal.com or the MO Investor/Trader app.
Open Reports
Navigate to Reports (web: My Account → Reports; app: menu → Reports).
Choose Capital Gain report
Select Capital Gain / Tax statement and pick the segment — Equity, Derivatives or Mutual Funds.
Select FY and download
Choose the financial year (e.g. FY 2025-26) and click Submit / Download to export the statement as Excel.
Step 2–3: open Reports and choose Capital Gain, then select the financial year.
Step 4: click Download — your capital gain (Tax P&L) statement is saved as an Excel file.
Got the statement? Classify your trades in seconds
The raw Excel from Motilal Oswal still needs to be split into intraday, STCG and LTCG totals — and errors here are the #1 reason for capital-gains mismatch notices. TaxFetch does the classification for you:
📊 Turn your broker statement into an ITR-ready summary — free to try
Upload your Tax P&L / capital gain statement to the TaxFetch Stock Trading Profit Classifier and it instantly classifies every trade into Intraday (speculative), Short-Term and Long-Term buckets, totals your STCG & LTCG, and gives you a clean PDF/Excel summary for your ITR.
Try the Stock Trading Profit Classifier → Capital Gain Calculator →Which ITR form do you need?
If you only have capital gains (delivery-based equity/MF), ITR-2 is your form. If you also traded intraday or F&O, that income is business income and you’ll need ITR-3. Long-term gains on listed equity up to ₹1.25 lakh a year are exempt; gains above that are taxed at 12.5%, while short-term equity gains are taxed at 20% (Section 111A, on transfers on/after 23 July 2024). All the rates, holding periods and set-off rules are covered in our complete LTCG & STCG guide.
FAQs — Motilal Oswal capital gain statement
Does Motilal Oswal give a consolidated family report?
Reports are per client ID. Download each family member’s statement from their own login for their respective ITRs.
The FY dropdown shows old years too — can I download them?
Yes, prior-year statements remain available; pick any FY you need for revised or belated returns.
When should I download this statement?
Right after the financial year ends (April onwards) and before you file your ITR. For FY 2025-26 (AY 2026-27), the usual due date is 31 July 2026 for non-audit taxpayers — always confirm the current year’s deadline.
Is this statement enough to file my ITR?
It covers trades done with Motilal Oswal. If you used other brokers or hold mutual funds elsewhere, download each broker’s statement (and CAMS/KFintech for MFs) — then reconcile the totals with your AIS/TIS on the income-tax portal.
Download guides for other brokers
Trade with more than one broker? Step-by-step download guides for every major Indian broker:
- Zerodha →
- Groww →
- Upstox →
- Angel One →
- ICICI Direct →
- HDFC Securities →
- Kotak Securities →
- Paytm Money →
- 5Paisa →
- Alice Blue →
- Axis Direct →
- Choice →
- Dhan →
- Fisdom →
- Fyers →
- Geojit →
- IIFL →
- SBI Securities →
- Sharekhan →
- SMC Global →
Disclaimer: This guide is for general information. Broker menus and labels change from time to time — the flow above reflects the commonly used path. Consult a tax professional for advice on your specific situation. Need help? Talk to a TaxFetch tax expert.