Asset Comparison Mode

National Pension System (NPS) vs Public Provident Fund (PPF) Comparison

Compare India's primary retirement savings tools: the market-linked, equity-heavy National Pension System and the fixed, tax-free Public Provident Fund. Use our dynamic comparison calculator below to run projections, adjust typical interest rates, and evaluate post-tax returns side-by-side.

Compare Monthly SIP Returns Across Assets

See how your monthly SIP compounds across different asset classes.

Target Country / Market
5,000
5Years(60m)
Base Currency
Adjust for InflationShow real returns at IN inflation (5.09%)
Adjust for Taxes (Post-Tax)Deduct capital gains and slab taxes on returns
Top 3 SIP Picks
#1

NPS (Equity Scheme E)

medium·9.00%
₹3,79,949SIP Corpus
#2

Public Provident Fund (PPF)

low·7.10%
₹3,61,016SIP Corpus

SIP Growth Comparison

See how your monthly SIP compounds across instruments.

Eligible
Ineligible
NPS (Equity Scheme E)RetirementMEDIUM RISK
National Pension System Tier-I Scheme E — equity-heavy pension fund for retirement.
Rate: 9.00–15.00% · Typical: 12.00%Compounding: annually · Rate Source: Source: National Pension System Trust Scheme E historical 10-year CAGR yields.partially taxed (Section 80CCD(1B)) · Limit: ₹2,00,000/yr:Tax deduction up to ₹2L. 60% of maturity is tax-free; 40% must buy a taxable annuity.
Min duration: 120m
Adjust Interest Rate
%
SIP Corpus
₹3,79,949Invested: ₹3,00,000
Invested+₹79,949
Public Provident Fund (PPF)Tax FreeLOW RISK
Government-backed tax-free long-term savings scheme with guaranteed returns.
Rate: 7.10–7.10% · Typical: 7.10%Compounding: annually · Rate Source: Source: Ministry of Finance, India - interest rate announcement for Q1 2026.exempt exempt exempt (Section 80C) · Limit: ₹1,50,000/yr:EEE tax status: No tax on contributions, interest accrued, or withdrawal maturity.
Min duration: 180m
Adjust Interest Rate
%
SIP Corpus
₹3,61,016Invested: ₹3,00,000
Invested+₹61,016

Opportunity Cost CalloutAlert

Choosing Fixed Deposit (7.00% Nominal Pre-Tax) over Nifty 50 index funds (12.00%) over 20 years costs you ₹23,75,913 in potential returns.

Comparison Matrix

Parameter National Pension System (NPS) Public Provident Fund (PPF)
Typical Return Yield 12.00% 7.10%
Compounding Cycle annually annually
Risk Profile medium low
Tax Category partially taxed exempt exempt exempt
Lock-in / Liquidity 240 months 180 months
Annual Contribution Limit ₹2,00,000/yr ₹1,50,000/yr

Pros & Cons Evaluation

National Pension System (NPS) Analysis

Advantages (Pros)

  • Higher equity returns (10-12% CAGR) over long terms
  • Extra tax deduction up to ₹50,000 under Section 80CCD(1B)
  • Low fund management charges

Disadvantages (Cons)

  • Locked in until age 60
  • 40% of maturity must be used to buy a taxable annuity
  • Returns are market-linked and not guaranteed

Public Provident Fund (PPF) Analysis

Advantages (Pros)

  • 100% tax-free maturity and interest (EEE)
  • Sovereign guarantee provides maximum safety
  • Shorter 15-year maturity (extendable in blocks)

Disadvantages (Cons)

  • Lower returns (7.1%) fixed by government
  • No equity exposure to compound higher returns
  • Capped annual contributions of ₹1.5 Lakhs

💡 Executive Summary & Recommendation

Use PPF if you want absolute capital safety and a completely tax-free corpus after 15 years. Use NPS if you want to build a retirement fund, save extra taxes, and are comfortable locking in money until age 60 in exchange for inflation-beating equity returns.

Comparison FAQs

Is PPF better than mutual funds for long-term goals?

PPF is better if your primary concern is 100% safety and tax-free returns (EEE status). However, equity mutual funds are better for wealth creation, as they historically generate 12-15% returns over the long term, which far outweighs PPF's current 7.1% interest rate, even after accounting for capital gains tax.

Is PPF a good investment in 2026?

Yes, the Public Provident Fund (PPF) remains an excellent, low-risk component of an investment portfolio in 2026. Its 7.1% interest rate (backed by the government of India) combined with its Exempt-Exempt-Exempt (EEE) tax status makes it one of the most effective tax-sheltered debt instruments available for long-term compounding.

What is CAGR and how is it used to compare investments?

CAGR (Compound Annual Growth Rate) represents the smooth annual rate at which an investment grows, assuming it compounded at a steady rate over a specific period. It is the gold standard for comparing investments of different tenures or asset classes, as it normalises returns on an annualised basis.

What are the risks of comparing investments only by return rate?

Evaluating investments solely based on the return rate is dangerous. It ignores credit risk (probability of default), market risk (volatility), inflation risk (loss of purchasing power if return is low), liquidity risk (inability to withdraw funds when needed due to lock-ins), and tax erosion (which reduces net returns).