NiveshCalc PRO  ·  The EMI × SIP Master Engine

Take the loan.
Then beat the bank with SIPs.

You have a monthly budget. The EMI takes part of it — what should the rest do? This engine simulates four strategies side-by-side: invest the surplus, prepay the loan, go max-EMI, or rent & invest everything. Full 1–40 year amortisation table, SIP cashflow table, step-up SIPs and SWP planner included.

4 strategies, one winner
Amortisation: 1–40 years
SIP cashflow table
Step-up SIP + Lumpsum
SWP retirement planner
Monthly EMI
Surplus → SIP
Total loan interest
SIP corpus at tenure end
SIP gains vs interest
🏠
The Asset & The Loan
Asset price (home / property / any big purchase)
₹10L₹10 Cr
Down payment
10%100% (full cash)
Loan interest rate (p.a.)
Home loans from ~7.25% (Jul 2026)
6.5%15%
Loan tenure
Full range — 1 to 40 years
1 yr40 yrs
Asset appreciation (%/yr)
0%15%
💪
Your Monthly Firepower
Total monthly budget (EMI + investing capacity)
This is the key input — everything you can commit per month
₹10K₹10L
Expected SIP return (%/yr)
Nifty 50 long-run ~11–13%; hybrid ~9–10%
4%18%
Rent for an equivalent home (for the rent strategy)
₹5K₹3L
Best strategy at year 20
EMI
Surplus/mo
Asset @ end
Loan interest
🏁
All Four Strategies, Ranked
🏦
Loan Summary
Year-wise
Month-wise
Extra monthly prepayment (over EMI)
See how prepaying shortens the loan in the table below
₹0
₹0₹2L/mo
📋
Full Amortisation Table
PeriodOpening balancePaidPrincipalInterestClosing balanceLoan paid
Principal
Interest
📈
SIP Settings
Monthly SIP amount
₹500₹5L
SIP tenure
Match your loan tenure to compare like-for-like
1 yr40 yrs
Expected return (%/yr)
4%18%
Annual step-up
Increase SIP every year as income grows — the wealth multiplier
0%20%/yr
One-time lumpsum at start
₹0₹1 Cr
Inflation (for real value)
2%10%
💰
SIP Result
🪜
📋
SIP Cashflow Table
Year-wise, like your loan amortisation
YearOpening corpusInvestedReturns earnedClosing corpusReal value
💸
SWP Settings
Starting corpus
₹10L₹20 Cr
Monthly withdrawal
₹5K₹10L
Return during withdrawal phase (%/yr)
Usually conservative — hybrid/debt-tilted ~8–10%
4%15%
Increase withdrawal yearly (inflation protection)
0%10%/yr
🧮
Safe Withdrawal Guide
How Long Will It Last?
📋
SWP Cashflow Table
YearOpening corpusWithdrawnReturns earnedClosing corpus
The Question Everyone Asks
⚔️
Your Surplus SIP vs The Bank's Interest
The full picture at tenure end
💣
Got a Bonus? Prepay vs Invest
One-time windfall amount
Bonus, inheritance, maturing FD — prepay the loan or invest it?
₹1L₹1 Cr
🧠
Rules Of The Game