Untuk siapa ini

Rumah tangga yang membangun kekayaan dengan rencana jangka panjang yang disiplin.

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.

Cara kami menghitung ini - metodologi, rumus & sumber

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%

Reksa Dana Ekuitas (Winner)

Post-tax

₹3.6Cr

Gross corpus

₹4.1Cr

Eff. return

7.18%

PPF (Public Provident Fund)

Post-tax

₹1.5Cr

Gross corpus

₹1.5Cr

Eff. return

4.2%

NPS at Retirement (Age 60)

Lump sum bebas pajak (60%)
₹1,62,84,908
Korpus anuitas (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

Reksa Dana Ekuitas

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 (Public Provident Fund)

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

Pertimbangan Utama

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.