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Microlesson · 5-min read

AS 13 — Investments in Debentures/Bonds: Ex-Interest Purchase

## AS 13 — Investments in Debentures: Ex-Interest (Excluding Interest) Purchase

### What Does 'Ex-Interest' Mean?

Debentures pay interest on fixed interest due dates (e.g., 30 September and 31 March for a 12% debenture). When you buy debentures between two interest due dates, the seller has held them for part of that period.

Ex-interest purchase = you pay the investment price separately from the accrued interest.

The buyer therefore pays:

1. Investment price (face value or market price of the debenture itself)

2. Accrued interest from the last interest due date to the purchase date

These two amounts are recorded separately in the books.

### Why Separate the Accrued Interest?

The buyer will receive the full next interest payment (covering the period the seller held as well). The accrued interest paid at purchase effectively "buys back" the portion belonging to the previous holder — it is an advance, not an investment cost. When the full interest is received, the advance is recovered and only the buyer's actual holding period income remains as income.

### Key Rules

  • Interest is always calculated on Face Value (never on cost or market price)
  • Accrued interest paid at purchase → Interest Expense A/c (Dr)
  • Full interest received → Interest Income A/c (Cr)
  • Net P&L impact = Interest Income − Interest Expense = Interest for actual holding period only

### Timeline Diagram

```

01 Apr 01 Jun (Purchase) 30 Sep (Int Due) 31 Mar (Int Due)

|----2 months----|--------4 months--------|------6 months----|

(FY Start) (Buyer pays 2m interest) (Buyer earns net 4m)(Buyer earns 6m)

```

### Journal Entries Summary

At Purchase (01/06/Y1):

```

Investment in 12% Debentures A/c Dr 10,00,000

Interest Expense A/c Dr 20,000

To Cash/Bank A/c 10,20,000

```

(Accrued interest = 10,000 × ₹100 × 12% × 2/12 = ₹20,000)

At First Interest Receipt (30/09/Y1):

```

Cash/Bank A/c Dr 60,000

To Interest Income A/c 60,000

```

(Full 6 months = 10,000 × ₹100 × 12% × 6/12 = ₹60,000)

Net income in P&L:

  • Interest Income: ₹60,000
  • Less Interest Expense: ₹20,000
  • Net = ₹40,000 (= 4 months of actual ownership)

At Second Interest Receipt (31/03/Y2):

```

Cash/Bank A/c Dr 60,000

To Interest Income A/c 60,000

```

(Full 6 months — buyer holds all 6 months, no netting needed)

Worked example

### Example 1

Full Worked Example — AK Ltd (from class notes)

Facts:

AK Ltd buys 10,000 debentures of 12% p.a. of RB Ltd on 01/06/Y1 ex-interest.

Face Value = ₹100 per debenture.

Interest due dates: 30 September and 31 March.

Accrued interest at purchase:

  • Period: 01/04/Y1 to 01/06/Y1 = 2 months
  • Amount: 10,000 × ₹100 × 12% × 2/12 = ₹20,000

Journal Entries:

01/06/Y1 — Purchase:

```

Investment in 12% Debentures A/c Dr 10,00,000

Interest Expense A/c Dr 20,000

To Cash/Bank A/c 10,20,000

```

30/09/Y1 — Interest received (6 months):

```

Cash/Bank A/c Dr 60,000

To Interest Income A/c 60,000

(10,000 × 100 × 12% × 6/12)

```

31/03/Y2 — Interest received (6 months):

```

Cash/Bank A/c Dr 60,000

To Interest Income A/c 60,000

```

Investment Ledger (12% Debentures A/c):

DateDr (₹)DateCr (₹)
01/06/Y1 To Cash/Bank (Cost)10,00,00030/09/Y1 By Cash/Bank (Interest)60,000
31/03/Y2 By Cash/Bank (Interest)60,000
31/03/Y2 By Cash/Bank (Redemption)10,00,000

P&L impact summary:

PeriodInterest IncomeInterest ExpenseNet
Up to 30/09/Y1₹60,000₹20,000₹40,000 (= 4 months)
Up to 31/03/Y2₹60,000₹60,000 (= 6 months)

⚠️ Common exam mistakes

  • Adding accrued interest paid to the cost of the investment — it must be debited to Interest Expense A/c, not Investment A/c.
  • Calculating interest on the purchase price or market price instead of the Face Value — AS 13 mandates that interest on debentures is always computed on face value.
  • Forgetting to record the accrued interest payment at all when the purchase is ex-interest — this understates expense and overstates net interest income.
  • Not understanding that the net income equals only the holding period: if you buy mid-way and hold 4 of 6 months before the first interest date, your net income should reflect only 4 months.
Reference:
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