Public Provident Fund (PPF) Calculator (FY 2024-25)
Compute sovereign-backed retirement compounding under Rule 7(1) of the PPF Scheme 2019. Compare April 5th lump-sum against monthly SIP schedules with complete EEE tax advantage analysis.
Because PPF is exempt at deposit (80C), exempt on accrual, and exempt on withdrawal (`Section 10(11)`), you earn ₹6,78,215 more than a taxable 30% slab bank FD at the same rate!
| Financial Year | Opening Balance | Annual Deposit | Interest Accrued (`7.1%`) | Closing Balance |
|---|---|---|---|---|
| Year 1 | ₹0 | ₹1,50,000 | +₹10,650 | ₹1,60,650 |
| Year 2 | ₹1,60,650 | ₹1,50,000 | +₹22,056 | ₹3,32,706 |
| Year 3 | ₹3,32,706 | ₹1,50,000 | +₹34,272 | ₹5,16,978 |
| Year 4 | ₹5,16,978 | ₹1,50,000 | +₹47,355 | ₹7,14,333 |
| Year 5 | ₹7,14,333 | ₹1,50,000 | +₹61,368 | ₹9,25,701 |
| Year 6 | ₹9,25,701 | ₹1,50,000 | +₹76,375 | ₹11,52,076 |
| Year 7 | ₹11,52,076 | ₹1,50,000 | +₹92,447 | ₹13,94,523 |
| Year 8 | ₹13,94,523 | ₹1,50,000 | +₹1,09,661 | ₹16,54,184 |
| Year 9 | ₹16,54,184 | ₹1,50,000 | +₹1,28,097 | ₹19,32,281 |
| Year 10 | ₹19,32,281 | ₹1,50,000 | +₹1,47,842 | ₹22,30,123 |
| Year 11 | ₹22,30,123 | ₹1,50,000 | +₹1,68,989 | ₹25,49,112 |
| Year 12 | ₹25,49,112 | ₹1,50,000 | +₹1,91,637 | ₹28,90,749 |
| Year 13 | ₹28,90,749 | ₹1,50,000 | +₹2,15,893 | ₹32,56,642 |
| Year 14 | ₹32,56,642 | ₹1,50,000 | +₹2,41,872 | ₹36,48,514 |
| Year 15 | ₹36,48,514 | ₹1,50,000 | +₹2,69,694 | ₹40,68,208 |
📐 Rule 7(1) Statutory Calculation Methodology & Audit Trace
Under Rule 7(1) of the Public Provident Fund Scheme, 2019, interest is calculated on the lowest credit balance between the close of the 5th day and the end of each month.
• In Annual Lump-Sum mode (deposited on or before April 5th), the full contribution `₹$1,50,000` qualifies for 12 months of interest during that financial year.
• In Monthly SIP mode (deposited before the 5th of each month), monthly interest accrues on cumulative monthly balances (`I_month = Balance_min * r / 12`).
Upon reaching the mandatory 15-year maturity (`₹$40,68,208`), the subscriber can submit Form H to extend the account in blocks of 5 years (`20`, `25`, `30` years) with continued contributions, maintaining EEE tax exemption under Section 10(11).
About the PPF Calculator
The Public Provident Fund is a long-term savings scheme backed by the Government of India, designed to build retirement capital with sovereign safety and a distinctive tax treatment. Its defining features are a fifteen-year lock-in, a statutory contribution band, and exempt-exempt-exempt status, meaning contributions qualify for deduction, interest accrues tax-free, and the maturity amount is received without tax. The interest rate is notified by the government each quarter rather than fixed for the life of the account, so a projection must assume an average rate across the tenure. One mechanical detail drives outcomes more than most account holders realise: interest is calculated on the lowest balance between the close of the fifth day and the end of each month, which means a deposit made on or before the fifth of the month earns interest for that month while one made on the sixth does not. Over fifteen years, timing deposits correctly is worth a meaningful sum.
Mathematical Formula & Logic
Step-by-Step Example
Project a maximum annual deposit of 150,000 held for the full 15-year term at an assumed average rate of 7.1 percent: 1. Annual deposit P = 150,000, rate r = 0.071, tenure n = 15. 2. Compute the growth factor: (1 + 0.071)^15 = 2.797964 3. Annuity factor = (2.797964 − 1) ÷ 0.071 = 1.797964 ÷ 0.071 = 25.3234 4. Apply the annuity-due adjustment: 25.3234 × 1.071 = 27.1214 5. Maturity M = 150,000 × 27.1214 = 4,068,209 6. Total deposited = 150,000 × 15 = 2,250,000 7. Interest earned = 4,068,209 − 2,250,000 = 1,818,209 Interpreting the result: 8. Roughly 45 percent of the maturity value is interest rather than contribution, and because of the exempt-exempt-exempt treatment none of that interest is taxed. 9. For a taxpayer in a 30 percent slab, earning this tax-free is equivalent to a taxable instrument yielding about 10.1 percent before tax, which is why PPF remains competitive despite a modest headline rate. The timing effect: 10. Depositing on or before the 5th of April rather than at the end of March in the following year captures an extra year of interest on that contribution, and repeated across fifteen years this alone accounts for a substantial share of the final balance.
Reference Data & Values
| annual deposit | years | assumed rate | total deposited | approx maturity |
|---|---|---|---|---|
| 50,000 | 15 | 7.1% | 750,000 | 1,356,070 |
| 100,000 | 15 | 7.1% | 1,500,000 | 2,712,139 |
| 150,000 | 15 | 7.1% | 2,250,000 | 4,068,209 |
| 150,000 | 20 | 7.1% | 3,000,000 | 6,658,288 |
| 150,000 | 25 | 7.1% | 3,750,000 | 10,308,015 |