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Microlesson · 5-min read

AS 13 – Cum-Interest Purchase of Debentures

## Cum-Interest Purchase of Debentures (AS 13)

### Core Concept

When a debenture is quoted cum-interest, the market price already includes interest accrued since the last coupon date. Under AS 13, the buyer must split the total price paid into two distinct components:

ComponentTreatment
Pure investment costDebit Investment in Debentures A/c
Accrued interest embedded in priceDebit Interest Expense A/c

This split is essential because the accrued interest is not the cost of the asset — it is interest income belonging to the seller, which the buyer will recover at the next coupon date.

### Step-by-Step Formula

Step 1 – Compute accrued interest (embedded in cum-interest price):

$$\text{Accrued Interest} = \text{Face Value} \times \text{Rate\%} \times \frac{\text{Months since last coupon date}}{12}$$

Step 2 – Arrive at investment cost:

$$\text{Cost of Investment} = \text{Total Price Paid} - \text{Accrued Interest}$$

### Journal Entries

On purchase date (cum-interest):

```

Dr. Investment in 12% Debentures A/c [Cost only]

Dr. Interest Expense A/c [Accrued interest for N months]

Cr. Bank A/c [Total price paid]

```

On next interest due date (full coupon received):

```

Dr. Bank A/c [Full half-year / full-year interest]

Cr. Interest Income A/c [Full coupon amount]

```

P&L Impact: Interest Expense debit (purchase) is set off against Interest Income credit (coupon receipt). The net interest income recognised = coupon received minus accrued interest paid at purchase — which equals interest earned only for the holding period. This is the correct accrual-basis outcome.

At year-end (interest accrued but not yet received):

```

Dr. Bank / Accrued Interest A/c

Cr. Interest Income A/c

```

### Ledger Structure for Debenture Investment Account

The ledger carries two columns: Nominal Value and Amount (cost). The Interest column is kept separately in the Interest Expense / Income accounts — interest amounts never flow through the face value column of the Investment account itself.

Worked example

### Example 1

Example 2 (Eg2 from notes):

Purchase 10,000, 12% Debentures of face value ₹100 each on 01.06.Y1 at ₹103 cum-interest. Interest due dates: 30.09 and 31.03. Year-end: 31.03.Y2.

Step 1 – Accrued interest (01.04 to 01.06 = 2 months):

$$10,000 \times 100 \times 12\% \times \frac{2}{12} = ₹20,000$$

Step 2 – Cost of investment:

$$10,000 \times 103 = ₹10,30,000 - ₹20,000 = ₹10,10,000$$

Journal Entries:

01.06.Y1:

```

Dr. Investment in 12% Deb A/c 10,10,000

Dr. Interest Expense A/c 20,000

Cr. Bank A/c 10,30,000

```

30.09.Y1 (coupon for 6 months Apr–Sep):

```

Dr. Bank A/c 60,000

Cr. Interest Income A/c 60,000

[10,000 × 100 × 12% × 6/12]

```

31.03.Y2 (coupon for 6 months Oct–Mar):

```

Dr. Bank A/c (or Accrued Int A/c) 60,000

Cr. Interest Income A/c 60,000

```

P&L for Y1: Interest Income ₹60,000 − Interest Expense ₹20,000 = Net ₹40,000 (= interest for 4 months Jun–Sep, correct for the holding period).

⚠️ Common exam mistakes

  • Debiting the full cum-interest price to the Investment account — this inflates the asset and overstates cost of investment.
  • Crediting accrued interest to Interest Income instead of netting it as Interest Expense — leads to double-counting income at the next coupon date.
  • Forgetting the year-end accrual entry when the year-end falls between two coupon dates.
  • Using the market price (₹103) instead of face value (₹100) when computing accrued interest.
Bare-Act text Paragraph 13 · AS 13 – Accounting for Investments · click to expand
The cost of an investment includes acquisition charges such as brokerage, fees and duties.
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