NPS Calculator India – National Pension System & Tax Benefits

NPS Calculator – National Pension System (India)

Plan your retirement with the National Pension System.

Current Age 25 Years
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Retirement Age 60 Years
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Monthly Contribution (₹) 5000
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per month
Expected ROI (%) 10%
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% Corpus for Annuity 40%
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Tax Savings (Estimated)
Under 80CCD(1) [Max 1.5L]: ₹0
Under 80CCD(1B) [Max 50k]: ₹0
Total Tax Deductible Amount: ₹0
*Assuming Old Tax Regime.
Total Corpus Accumulated
₹0
Principal Invested
₹0
Interest Earned
₹0
Monthly Pension
₹0
Annuity Return Rate: 6%
Lump Sum Withdrawal: ₹0
Important: This NPS Calculator is an educational planning tool. Actual returns, annuity rates, and tax benefits depend on market performance, fund manager choice, and government regulations.

What is NPS and How Does It Work?

The National Pension System (NPS) is a government-backed, market-linked retirement savings scheme regulated by PFRDA. It allows individuals to invest regularly during their working years and receive a pension after retirement.

Example: If a 30-year-old invests ₹5,000 per month until age 60 with an average return of 10%, the total corpus can exceed ₹1 crore, depending on market performance.

NPS Key Calculations Explained

The National Pension System (NPS) is a powerful tool for retirement planning. Our calculator helps you visualize the following key metrics:

  • Total Corpus Accumulation: This estimates your total wealth at retirement (Age 60-75) by factoring in your monthly contributions and the compounding power of market-linked returns.
  • Monthly Pension (Annuity): Upon maturity, at least 40% of your corpus must be used to purchase an annuity. This provides you with a regular monthly income for life.
  • Lump Sum Withdrawal: You can withdraw up to 60% of your corpus as a tax-free lump sum to meet immediate financial goals post-retirement.
  • Required Monthly Investment: Use our “Goal Planner” tab to work backward. If you know you need ₹50,000/month as pension, we calculate exactly how much you need to invest starting today.

NPS vs Other Retirement Options

Scheme Returns Tax Benefit Liquidity
NPS Market-linked (9-12%) Up to ₹2L Low
PPF Fixed (Govt) ₹1.5L Low
EPF Fixed + Employer ₹1.5L Medium

Compare NPS with other schemes:

Tax Benefits: Maximize your Savings

NPS is one of the most tax-efficient investment vehicles in India. Here is the breakdown:

Section Limit Description
80CCD(1) ₹1.5 Lakh Part of the overall 80C limit. Deductions allowed up to 10% of salary (Basic + DA) for salaried employees.
80CCD(1B) ₹50,000 Exclusive Benefit: Additional deduction over and above the ₹1.5 Lakh limit of 80C.
80CCD(2) 10% of Salary For corporate subscribers. Employer contribution is deductible up to 10% of Salary (Basic + DA), over and above standard limits.

See how additional tax planning tools can help:

NPS Calculator Assumptions Used

  • Expected annual return is market-linked and not guaranteed.
  • Annuity return rate assumed at 6%.
  • Tax benefits shown are estimates based on the Old Tax Regime limits.

To understand how inflation affects your retirement corpus, you can also use our Inflation Calculator.

Who Should Use This NPS Calculator?

  • Salaried employees planning retirement.
  • Self-employed individuals seeking tax efficiency.
  • Investors comparing NPS vs PPF or EPF.

Frequently Asked Questions

Can I change my retirement age?
Yes, NPS allows you to defer your exit up to the age of 75 years. Staying invested longer allows compounding to work more effectively.

Can this help with overall retirement planning?
Yes — pair this with tools like our PPF Calculator or Retirement Corpus Calculator for holistic planning.

What is the maximum tax benefit in NPS?
Individuals can claim deductions up to ₹1.5 lakh under Section 80CCD(1) and an additional ₹50,000 under Section 80CCD(1B).

What is the lump sum withdrawal limit?
At retirement, up to 60% of the corpus can be withdrawn tax-free. The remaining 40% must be used to buy an annuity.

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