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Updated FY 2026-27

Loan Prepayment vs SIP Investment — Which Saves More?

Compare prepaying a loan vs investing in a SIP with the same amount. See which option builds more wealth.

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120 mo (10 yr)

Better Option

Invest in SIP

by ₹9,06,279 (78.8%) over 10 years

MetricPrepay LoanInvest in SIP
Amount Used₹5,00,000₹5,00,000
Benefit₹2,43,914 saved₹11,50,193 earned
Net Outcome₹7,43,914₹16,50,193

Assumption: Lump sum invested at 12% p.a. compounded monthly for 120 months. Prepayment reduces principal immediately. No tax implications modelled.

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How to Use Loan vs SIP Calculator

  1. Enter lump sum — The amount you have available to prepay or invest.
  2. Enter loan details — Outstanding amount, interest rate, remaining tenure.
  3. Enter SIP return — Expected annual return from equity mutual funds (12-15% typical).
  4. Compare — See interest saved vs wealth gained and the verdict.

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Frequently Asked Questions — Loan vs SIP Calculator

Should I prepay my home loan or invest in SIP?

The math is simple: if your loan interest rate is higher than your expected investment return (post-tax), prepay the loan. For most people, home loans at 8-9% should be prepaid before investing, unless you are in the 30% tax bracket and claiming Section 24(b) deduction on interest.

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