NPS Investment Details

NPS Account Type Tier I (Pension)
Tier I is for retirement, Tier II is voluntary savings with withdrawal flexibility
Current Age 30 years
years
18 30 40 50 60
Your current age (18 to 60 years)
Monthly Contribution ₹5,000
₹500 ₹13,125 ₹25,750 ₹38,375 ₹50,000
Monthly NPS contribution (₹500 to ₹50,000)
Annual Contribution Increase 10%
%
0% 5% 10% 15% 20%
Expected annual increase in contribution (0% to 20%)
Expected Annual Return 10%
%
8% 9.5% 11% 12.5% 14%
Expected annual return (8% to 14% based on historical performance)
Asset Allocation Auto (Lifecycle)
Choose asset allocation strategy (Auto adjusts with age)
Retirement Corpus
₹2.47 Cr
Total Contribution
₹90.00 L
₹1.57 Cr
Wealth Created
₹14.82 L
Annual Pension*

Tax Benefits Summary

₹1.50 L
Section 80C Benefit
₹50,000
Additional 80CCD(1B)
₹62,400
Annual Tax Saving (30% slab)

NPS Withdrawal Rules

Partial Withdrawal

Up to 25% of contributions allowed after 3 years for specific purposes

Early Exit

After 10 years: 80% annuity purchase mandatory, 20% lump sum tax-free

Normal Exit

At 60: Minimum 40% annuity purchase, up to 60% lump sum withdrawal

Premature Exit

Before 60: 80% annuity purchase mandatory, 20% lump sum withdrawal

Yearly Growth Projection

Age Contribution Cumulative Corpus Growth

NPS vs Other Retirement Options

Feature NPS PPF EPF Mutual Funds
Equity Exposure Up to 75% None None Up to 100%
Tax Benefit 80C ₹1.5L + ₹50K ₹1.5L ₹1.5L ELSS only
Withdrawal Flexibility Restricted After 15 years On job change Anytime
Pension Annuity Mandatory No No No
Expected Returns 9-12% 7.1% 8.15% 12-15%

NPS Investment Strategy

Start NPS early for maximum compounding benefit. Use auto allocation for age-appropriate risk management. Claim additional ₹50,000 tax benefit under 80CCD(1B).

Key Benefits of NPS

Extra Tax Benefit

Additional ₹50,000 deduction under Section 80CCD(1B) over and above ₹1.5 lakhs under 80C.

Total Deduction: Up to ₹2 lakhs per year

Market-Linked Returns

Higher returns potential through equity exposure (up to 75%) compared to traditional pension plans.

Historical Returns: 9-12% annually

Low Cost Structure

One of the lowest cost pension schemes with fund management charges as low as 0.01%.

Fund Management Fee: 0.01% to 0.1%

Complete Transparency

Real-time tracking, online access, and complete transparency of investments and NAVs.

Portfolio Tracking: Real-time online access

About National Pension Scheme (NPS)

The National Pension Scheme (NPS) is a government-sponsored pension scheme that helps you save for retirement. It offers market-linked returns, tax benefits, and flexibility in investment choices. The calculator helps you estimate your retirement corpus based on your contributions, expected returns, and investment horizon.

How NPS Works

1

Account Opening

Open NPS account through POP (Point of Presence) or online. Choose between Tier I (mandatory pension account) and Tier II (voluntary savings account).

2

Contribution & Investment

Make regular contributions (minimum ₹500 per month). Your money gets invested in equity (E), corporate bonds (C), and government securities (G) based on your chosen allocation.

3

Accumulation Phase

Your investment grows over time through market returns. You can increase contributions, change allocation, or switch fund managers as needed.

4

Withdrawal & Annuity

At age 60, withdraw up to 60% lump sum (tax-free) and use minimum 40% to purchase annuity for regular pension income.

NPS Tax Benefits

Section 80CCD(1)

Deduction up to 10% of salary (basic + DA) or 20% of gross income for self-employed, within overall 80C limit of ₹1.5 lakhs.

Section 80CCD(1B)

Additional deduction of ₹50,000 exclusively for NPS, over and above ₹1.5 lakhs limit of 80C.

Section 80CCD(2)

For salaried employees, employer's contribution up to 10% of salary (basic + DA) is tax-free, over and above ₹1.5 lakhs limit.

Tax-Free Withdrawal

Up to 60% of corpus withdrawn at maturity is tax-free. Remaining 40% used for annuity purchase is also tax-free.

Asset Allocation Options

Asset Class Symbol Risk Level Returns Potential Maximum Allocation
Equity E High 12-15% 75% (age < 50)
50% (age 50+)
Corporate Bonds C Medium 8-10% 100%
Government Securities G Low 7-8% 100%
Alternative Assets A High 10-12% 5%

Who Should Invest in NPS?

Salaried Employees

Ideal for additional retirement savings beyond EPF. Get extra tax benefits and higher equity exposure.

Self-Employed Professionals

Perfect for retirement planning with tax benefits. No employer pension plan available.

Young Investors (20-35)

Best time to start for maximum compounding benefit. Can take higher equity exposure for growth.

Tax Savers in 30% Slab

Additional ₹50,000 deduction saves ₹15,600 tax annually. Higher benefit for high-income earners.

Note: The calculator provides estimates based on standard NPS calculation formulas. Actual returns may vary based on market conditions, fund performance, and asset allocation. Annuity rates at retirement are subject to market conditions. Tax benefits are as per current Income Tax Act, which may change. *Annual pension calculated assuming 6% annuity rate. NPS Tier I has withdrawal restrictions until age 60.

What is NPS?

National Pension Scheme (NPS) is a government-sponsored pension scheme that helps individuals save for retirement. It offers market-linked returns, tax benefits, and flexibility in investment choices.

What are the tax benefits of NPS?

NPS offers triple tax benefits: 1) Deduction up to ₹1.5 lakhs under Section 80CCD(1), 2) Additional ₹50,000 deduction under Section 80CCD(1B), 3) Employer contribution up to 10% of salary tax-free under Section 80CCD(2).

What is the difference between Tier I and Tier II accounts?

Tier I is the primary pension account with withdrawal restrictions until age 60. Tier II is a voluntary savings account with flexible withdrawals but no tax benefits.

What happens to NPS after retirement?

At age 60, you can withdraw up to 60% of corpus tax-free. Minimum 40% must be used to purchase annuity for regular pension income.

Can I withdraw from NPS before age 60?

Yes, but with restrictions. After 3 years, partial withdrawal (up to 25%) allowed for specific purposes. Early exit after 10 years requires 80% annuity purchase.