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NPS Calculator

Plan your retirement corpus and monthly pension with this easy National Pension System (NPS) calculator based on the latest rules and tax benefits.

This NPS calculator helps you estimate the retirement corpus you can build under India's National Pension System (NPS), the tax-free lump sum you may withdraw at retirement, and the monthly pension you could receive from the mandatory annuity portion. By adjusting inputs such as age, monthly contribution, investment tenure, expected rate of return, and annuity allocation, you can instantly see how small changes alter your long-term pension outcome.

The calculator also highlights potential tax deductions available under Sections 80C, 80CCD(1), 80CCD(1B), and 80CCD(2), helping you understand how NPS fits into an overall tax-saving and retirement strategy.

NPS Parameters

₹500₹2L
1858
4070
7%15%

Equity: ~15% | Hybrid: ~12% | Corporate Bond: ~7% | Govt Securities: ~6.5%

0%15%
4%8%

Typical annuity rate: ~6.5% pre-tax

₹39,86,331

Total Invested

₹1,79,65,105

Total Corpus at Retirement

₹1,07,79,063

Lump Sum (60%)

Tax-free

₹35,930

Est. Monthly Pension

NPS Corpus Growth Over Time

NPS Tax Benefits Explained

Section 80CCD(1)

Up to 10% of salary (Basic + DA) is deductible within the overall ₹1.5L limit of Section 80C.

Section 80CCD(1B)

Additional ₹50,000 deduction over and above the ₹1.5L 80C limit. Exclusive to NPS.

Section 80CCD(2)

Employer contribution up to 14% of salary (Central Govt) or 10% (others) — no upper cap.

Your estimated annual tax saving: ₹33,000 (assuming 30% tax slab)

Benefits of Using an NPS Calculator

Quick retirement projection

Instantly estimate your NPS corpus, lump sum and monthly pension instead of working through complex compounding and annuity formulas manually.

Better asset allocation decisions

Test different expected return assumptions by changing equity–debt allocation (aggressive, moderate, conservative or custom), and see how they impact the final corpus.

Tax planning clarity

Visualise tax savings under Sections 80C, 80CCD(1B) and 80CCD(2) so you can optimise contributions between NPS and other instruments like PPF or ELSS.

Goal-based planning

Align your target retirement income with your current contribution capacity by running multiple scenarios for contribution amount, tenure and retirement age.

Behavioural advantage

Seeing the long-term impact of starting early, increasing contributions, or choosing a higher growth option can encourage more disciplined retirement investing.

Salient Features of This NPS Calculator

Realistic NPS rules built in

Applies the current requirement that at least 40% of the final NPS corpus must be used to purchase an annuity, and up to 60% can be withdrawn as lump sum (Tier I).

Market-linked projection

Uses an expected return input rather than a fixed interest rate because NPS returns depend on equity and debt market performance and fund manager decisions.

Flexible annuity settings

Allows you to choose the annuity percentage and annuity rate, so you can model different post-retirement income options instead of assuming a single fixed pension.

Tax benefit estimator

Summarises eligible deductions under 80C, 80CCD(1B) and 80CCD(2) based on your contribution and, where applicable, employer contribution.

Scenario comparison

Compare scenarios by increasing contribution every year, changing retirement age or return assumptions without re-entering all details.

NPS vs Other Retirement Options

FeatureNPSPPFELSS
Lock-inTill retirement15 years3 years
RiskLow to ModerateZero (sovereign)High (equity)
Tax on maturity60% tax-free, annuity taxedFully tax-free (EEE)LTCG above ₹1.25L
Extra tax benefit₹50K under 80CCD(1B)Within 80C onlyWithin 80C only

Tier I vs Tier II in NPS

Tier I (Pension Account)

  • • Mandatory for NPS subscribers
  • • Lock-in till age 60 (limited partial withdrawal)
  • • Tax benefits under 80CCD(1), 80CCD(1B), 80CCD(2)
  • • 60% lump sum tax-free at retirement
  • • 40% must be annuitised

Tier II (Voluntary Savings)

  • • Optional, no minimum balance
  • • No lock-in — withdraw anytime
  • • No tax deduction on contributions
  • • Gains taxed as per income slab
  • • Functions like a flexible investment account

NPS and mutual funds in one retirement plan

You have run the numbers above. Here is the part most calculators skip: NPS is rarely the whole plan. It is the locked-in core — your Tier I money stays till 60, and 40% of it becomes an annuity. Everything you want before 60 (a home, a child's education, an early stop) and everything beyond the annuity needs a second layer that stays flexible.

Layer 1 — NPS Tier I: the pension core

  • • Contributions up to ₹50,000 a year sit in their own tax slot — 80CCD(1B), over and above 80C (old tax regime).
  • • Treat it as the part of your retirement you never touch.
  • • Its auto-choice trims your equity share as you age — it manages itself.

Layer 2 — mutual fund SIPs: the flexible layer

  • • Monthly SIPs into a mix chosen for your stage of life and your comfort with ups and downs.
  • • This is the money for the goals before 60 — and the top-up beyond the annuity.
  • • No lock-in till retirement: the plan can change when your life does.

How the two fit together

Think of the equity and debt across BOTH layers as one mix, not two. As NPS trims its equity share with age, your SIP mix holds the balance the plan needs — and dials down too as retirement comes closer. The mix does more work than any single pick.

What we do with you

Pick the mix for your stage. Choose the funds on evidence — 2,000+ schemes, live NAV history, an AMFI-registered distributor's discipline. Then check the plan once a year: rebalance when the mix drifts, not when the news does.

Start where you are. ₹2,000 a month started at 30 has more time on its side than ₹10,000 started at 45. Start early, start small — the plan grows with your income.

Want this laid out for your numbers? Ask for a free callback

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. NPS is regulated by PFRDA; MFGenie is an AMFI-registered mutual fund distributor (ARN-295666) and does not distribute or manage NPS accounts.

Frequently Asked Questions

This NPS calculator provides illustrative estimates only and does not guarantee any returns, corpus size or pension amount. Actual outcomes will depend on market conditions, fund performance, annuity rates, NPS rules and your individual circumstances. The projections shown are based on user-defined assumptions of contribution amount, tenure and expected returns, which may or may not materialise.

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