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nps calculator

Calculate NPS (National Pension Scheme) Returns Online

The government-sponsored National Pension System (NPS) is a contribution-based pension plan. Your eventual NPS pension depends on the amount of money accumulated by the time the scheme matures. NPS also offers significant tax advantages while enabling people to save for retirement.

National Pension Scheme (NPS) calculator allows an individual to compute the provisional lump sum and pension amount a subscriber, under NPS, can expect at retirement based on the contributions made monthly; the annuity purchased, the expected rate of returns on investments, and the annuity. The NPS calculator only illustrates the tentative pension and does not guarantee the exact figure.

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What is the NPS Calculator?

One tool that can help you determine the returns on your NPS investments is an NPS calculator. You can provide a few simple details to get an idea of the retirement corpus you can accumulate over time. You can use the NPS calculator to see how much of a tax-free lump sum payment and how much lifetime pension income you will receive from NPS investments if you begin investing in NPS right now.

You may also see how much money you might save on taxes by investing in NPS using the NPS calculator. This is by Income Tax Act sections 80CCD(1) and 80CCD(1B). Moreover, you pay no capital gains tax on the lump sum you withdraw from retirement, and your retirement corpus is tax-free. 

How Does the NPS Calculator Work?

You can see your overall gains, the predicted future value of your retirement corpus, and the total amount invested using the NPS calculator. It will also display the maximum tax-free lump sum withdrawal you can take out at retirement (60%) and the monthly pension income you will receive for the remainder of your life. After you pass away, 40% of the NPS corpus goes to your nominee.

Illustration on NPS Calculation

Consider an example to elucidate how the NPS calculator computes the monthly pension.

  • Mr A, a 21-year-old central government employee, participates in the National Pension Scheme.
  • He opts to contribute Rs 3,600 monthly towards the scheme.
  • The NPS matures upon reaching 60 years of age for the subscriber.
  • Accordingly, Mr A will contribute for the subsequent 39 years until the scheme's maturity.
  • Mr. A anticipates an annual return on investment (ROI) of 8%.
  • Additionally, he intends to allocate 40% toward purchasing an annuity with an expected return rate of 6%.
  • Upon retirement, the NPS calculator projects the status of Mr. A's pension account.
  • The total investment made by Mr A throughout the period amounts to ₹ 16,41,600.
  • The projected corpus generated at retirement stands at ₹ 1,07,06,420.
  • Additionally, the calculator provides a summary of Mr. A's pension account.
  • The lump sum value of the corpus at retirement is calculated to be ₹ 64,23,852.
  • Furthermore, the estimated monthly pension Mr A can expect to receive amounts to ₹21,413.

Who can use the NPS calculator?

The NPS calculator can be used by all individuals who are eligible to invest in the National Pension Scheme.

Eligibility criteria: The NPS rules state that all Indian citizens over the age of 18 years but not more than 60 years are eligible to invest in the pension scheme. Also, applicants will be required to comply with the Know-Your-Customer (KYC) guidelines to start investing in the NPS scheme.

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How to Use the NPS Calculator?

The calculator needs the following information to determine how much corpus you will accumulate:

  • Your age now and the age at which you hope to retire
  • The amount that you will invest each month
  • The anticipated returns on your NPS investment
  • The annuity term is known as the number of years you want to continue receiving your monthly pension in the post-retirement years. You must state this amount over the years.
  • The portion of your acquired corpus that will be used to purchase a pension plan is indicated by the proportion of pension wealth invested in the annuity plan.
  • The returns you anticipate receiving from your annuity (pension) throughout the post-retirement period are the expected interest rate on the annuity investment.

The NPS calculator can be used in two ways:

  • Investment Amount Approach: This option should be utilised to determine the future worth of your retirement corpus for a specific investment amount. 
  • Retirement Goal Amount Approach: This option should be utilised to determine how much NPS investment is needed to reach a certain retirement corpus amount. 

Compute NPS (National Pension Scheme) Returns Online

Using the NPS (National Pension Scheme) calculator, one can determine the monthly contributions made, the annuity purchased, the expected rate of return on investments, the annuity, and the provisional lump sum and pension amount that a subscriber can expect at retirement. The NPS calculator does not guarantee the precise amount; it merely shows the approximate pension.

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Frequently Asked Questions

What is the current interest rate of NPS?

The current interest rate on the National Pension Scheme (NPS) is market linked, ranges from 9% to 12% depending on the type of scheme and subscriber.

What is the minimum contribution for Tier I and Tier II NPS subscribers?

Tier I subscribers of the NPS scheme are required to make a minimum initial contribution of Rs 500 at the time of registration after which subscribers can contribute a minimum of Rs 500 per contribution. However, Tier I subscribers are required to contribute at least Rs 1,000 during the financial year.
The minimum initial contribution for Tier II NPS subscribers, on the other hand, is Rs 1,000. The minimum amount per contribution for Tier I subscribers is Rs 250.

What are the tax benefits under NPS?

As per Section 80CCD (1) of the Income Tax Act, individual subscribers of the National Pension Scheme (NPS) are eligible for tax benefits up to 10% of the gross income until Rs 1.50 lakh under Section 80 CCE. Also, individual Tier I NPS subscribers are eligible for additional tax benefits under Subsection 80CCD (1B) of the IT Act, 1961. Subscribers can avail deduction up to Rs 50,000 on investments made towards the NPS scheme above the tax deduction available under Section 80C of the IT Act.

What is Annuity?

Annuity refers to the amount an NPS subscriber would receive from the Annuity Service Provider (ASP). The subscriber will be required to decide the percentage of pension wealth to be utilised for the purchase of Annuity.
While the minimum percentage of the pension amount to be used for the purchase of the Annuity in the case of Superannuation is 40%, pre-mature exits from NPS require at 80% of the pension wealth to be used for purchasing an annuity from the ASPs.

Which is preferable, PPF or NPS?

 

The Indian government offers the market-linked NPS pension plan. The Public Provident Fund (PPF) is a savings programme the government supports. Compared to PPF, NPS is a riskier investment. NPS is specifically designed for a person's retirement planning. The ultimate decision between NPS and PPF is based on the individual's objectives, financial circumstances, and possibilities for tax savings.

What are the advantages of using an NPS calculator online?

 

  • It facilitates retirement planning by estimating required NPS investments and determining a suitable retirement corpus based on your lifestyle.
  • It projects potential income tax and long-term capital gains tax savings, aiding in quantifying NPS investment's tax benefits.
  • It illustrates estimated savings in expenses when investing in NPS, highlighting its cost-effectiveness compared to other investment options.

 

Frequently Asked Questions