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NPS vs Mutual Fund vs PPF Calculator

Compare NPS Tier I, equity mutual funds, and PPF side by side. See post-tax corpus, 80CCD(1B) tax savings, LTCG impact, and annuity pension. Find which investment wins for your tax bracket and horizon.

كيف نحسب هذا - المنهجية والصيغ والمصادر

Mutual Fund wins

₹3,60,54,030

Equity mutual funds deliver highest post-tax corpus with 12% returns

yrs
yrs
%

Investing ₹1,50,000/year for 30 years. NPS gets extra ₹50,000 deduction under Section 80CCD(1B).

NPS

Post-tax

₹2.2Cr

Gross corpus

₹2.7Cr

Eff. return

5.42%

صندوق استثمار الأسهم (Winner)

Post-tax

₹3.6Cr

Gross corpus

₹4.1Cr

Eff. return

7.18%

PPF (صندوق الادخار العام)

Post-tax

₹1.5Cr

Gross corpus

₹1.5Cr

Eff. return

4.2%

NPS at Retirement (Age 60)

مبلغ مقطوع معفى من الضريبة (60%)
₹1,62,84,908
محفظة المعاش (40%)
₹1,08,56,605
Annual pension (6%)
₹6,51,396/yr
Annual tax saving (80CCD(1B))
₹15,600/yr
Lifetime tax saved
₹4,68,000

صندوق استثمار الأسهم

Total invested
₹45,00,000
Capital gains
₹3,60,43,891
LTCG tax (12.5%)
-₹44,89,861
Post-tax corpus
₹3,60,54,030

PPF (صندوق الادخار العام)

Total invested
₹45,00,000
Interest earned
₹1,09,50,911
Tax on maturity
₹0 (EEE)
Maturity value
₹1,54,50,911

Corpus Growth Comparison

₹0₹20L₹40L₹60L₹80L₹1Cr₹1.2Cr₹1.4Cr₹1.6Cr₹1.8Cr₹2Cr₹2.2Cr₹2.4Cr₹2.6Cr₹2.8Cr₹3Cr₹3.2Cr₹3.4Cr₹3.6Cr₹3.8Cr₹4Cr₹4.2Cr0yr10yr20yr30yrYears
NPS
Mutual Fund
PPF

المفاضلات الرئيسية

NPS: Locked until 60. 40% forced into annuity (taxed as income). But 80CCD(1B) saves ₹15,600/yr in taxes.

Mutual Fund: Full liquidity, no lock-in. LTCG at 12.5% on gains above ₹1.25L. Higher potential returns but market-linked risk.

PPF: Fully tax-free (EEE). Guaranteed 7.1% return. But 15-year lock-in and ₹1.5L/yr cap limits wealth creation.

Note: NPS and MF returns are market-linked and not guaranteed. PPF rate is revised quarterly by the government. NPS post-tax value includes PV of 20-year post-tax annuity stream. This does not account for Section 80C deductions available on all three instruments. Consult a financial advisor for personalised advice.