Decision Tool

Home Loan: Prepay vs Invest

Compare base loan with 2 prepayment strategies (extra EMIs, annual lumpsum). For each, see interest saved vs investing the same surplus at your expected return.

Inputs

Loan & Strategy

Reducing-balance EMI. Prepayments applied at year end.

%
yrs
EMIs
%
Monthly EMI
₹65.1K
₹65,087
Base Total Interest
₹81.21 L
20.0 yrs
With Extra EMIs · Interest
₹55.77 L
Tenure 14.4 yrs
With Lumpsum · Interest
₹48.23 L
Tenure 12.8 yrs
Extra EMIs (2/yr) vs Invest
Invest wins
Interest Saved
₹25.44 L
Invest Corpus
₹1.08 Cr
At ~₹1,30,174/yr surplus → invest yields ₹82.94 L more than prepaying.
Annual Lumpsum Prepay vs Invest
Invest wins
Interest Saved
₹32.98 L
Invest Corpus
₹1.67 Cr
At ~₹2,00,000/yr surplus → invest yields ₹1.34 Cr more than prepaying.
Base loan amortization
YearPrincipal PaidInterestRemaining
1₹1,49,267₹6,31,774₹73,50,733
2₹1,62,461₹6,18,580₹71,88,272
3₹1,76,821₹6,04,220₹70,11,451
4₹1,92,451₹5,88,590₹68,19,000
5₹2,09,461₹5,71,580₹66,09,539
6₹2,27,976₹5,53,065₹63,81,563
7₹2,48,127₹5,32,914₹61,33,436
8₹2,70,059₹5,10,982₹58,63,377
9₹2,93,930₹4,87,111₹55,69,447
10₹3,19,910₹4,61,130₹52,49,537
11₹3,48,188₹4,32,853₹49,01,349
12₹3,78,964₹4,02,077₹45,22,385
13₹4,12,461₹3,68,580₹41,09,923
14₹4,48,919₹3,32,122₹36,61,004
15₹4,88,599₹2,92,441₹31,72,405
16₹5,31,787₹2,49,254₹26,40,618
17₹5,78,792₹2,02,249₹20,61,825
18₹6,29,952₹1,51,089₹14,31,873
19₹6,85,634₹95,406₹7,46,238
20₹7,46,238₹34,803₹0
© FinSuite · Educational tool for advisor decision-making. Not investment advice.Calculations are illustrative; verify with your compliance & tax adviser.

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