Zakat6 min read

Investment Zakat 2026: Mutual Funds, Stocks, and Bonds — Is It Mandatory?

Do mutual funds, stocks, and bonds require zakat? A complete 2026 guide for calculating zakat on modern investment portfolios.

Aaqil Umais Zabir

Grafik investasi di layar laptop — ilustrasi zakat reksa dana dan saham
Photo by Unsplash

Investment Zakat: Funds, Stocks, and Bonds

Modern portfolios can be zakatable under maal principles when the total eligible value reaches nisab and completes one lunar year.

  • Assess zakatable value using a consistent year-end method.
  • Use 2.5% as the standard rate for eligible holdings.
  • Document your method for repeatable annual calculation.
#zakat investasi#reksa dana#saham#obligasi#portofolio zakat

Written by

Aaqil Umais Zabir

Financial education writer at Kontrol Uang

Aaqil Umais Zabir writes personal finance guides for Kontrol Uang, focusing on budgeting, transaction tracking, zakat, and practical everyday financial decisions for Indonesian readers.