Real returns · After tax · After inflation

Find the real return on your investment.

What your money actually earns. After tax. After inflation. The real number — not the one your bank quotes you.

Quick check · your FD's real return
FD interest rate7%
Your tax slab30%
Inflation rate6%
Your real return
−1.04%
per year · after 30% tax & 6% inflation
Over 10 years, ₹1 lakh ₹90,094in today's money
Your FD is losing purchasing power every year. The bank grows your balance, but inflation shrinks what it buys.
Show the formula
Post-tax = Rate × (1 − tax)
Real = ((1 + post-tax) / (1 + inflation)) − 1
This is the Fisher Equation. You can verify any result on this site by hand.

In India, a 7% FD delivers approximately −1.04% real return per year for a 30% tax-bracket investor at 6% inflation. After tax and inflation, most fixed-income instruments lose purchasing power — while equity SIPs at 12% CAGR deliver +4.34% real return. This page explains why, with the math.

−1.04%
Real return on a 7% FD at 30% tax + 6% inflation
+4.34%
Real return on 12% MF SIP after LTCG & inflation
8.6%
FD rate needed to break even after tax & inflation
12 yrs
For ₹1 lakh to halve in purchasing power at 6% inflation
01Start here

What do you want to figure out?

Each tool answers one decision. Pick the question that sounds most like the one in your head.

📊
"Is my FD actually beating inflation?"
FD vs SIP Calculator
⚖️
"Where should I park my monthly savings — FD, RD or SIP?"
FD vs RD vs MF Calculator
🎯
"Am I financially okay?"
3-Minute Financial Plan
🏖️
"Can I afford to retire when I want?"
Retirement Reality Check
🏠
"Should I prepay my home loan or invest the EMI?"
Coming soon
🛡️
"Is my family actually protected if I'm gone?"
Coming soon
💰
"What SIP gets me to ₹1 crore — in today's money?"
Coming soon
02Why this exists

The number your bank shows you isn't the number you keep.

A 7% FD becomes 4.9% after tax. At 6% inflation, that's a −1% real return.You're not earning. You're slowly losing.

Most Indians don't have a money problem — they have a clarity problem. Banks quote nominal returns. Mutual fund ads show 12% CAGR without tax or inflation. The result: confident decisions built on incomplete math.

We call this difference between what you're told and what you keep The Real Return Gap. Every tool on this site exists to make that gap visible — for FDs, RDs, mutual funds, PPF, NPS, and every other Indian instrument.

The math, line by line
Quoted FD rate+7.00%
Tax (30% slab)−2.10%
Post-tax return+4.90%
Inflation−6.00%
Real return−1.04%
That's not earning. That's a slow, polite loss of purchasing power — disguised as a "safe" investment.
03Real returns at a glance

Where Indian instruments actually stand.

Historical real returns across common Indian investment options after tax and 6% inflation. The bars show how far above or below zero each instrument lands.

🏦
Savings Account
Daily-use cash only
−3.7%
3.0% nominal · 2.1% post-tax
Losing
💰
Fixed Deposit (5yr)
0–3 year goals, capital safety
−1.0%
7.0% nominal · 4.9% post-tax
Losing
📅
Recurring Deposit
Forced monthly saving habit
−1.4%
6.5% nominal · 4.6% post-tax
Losing
🇮🇳
PPF (15yr)
Long-term tax-free debt allocation
+1.0%
7.1% nominal · 7.1% post-tax
Modest
🥇
Gold (10yr avg)
5–10% of portfolio as hedge
+2.2%
9.5% nominal · 8.3% post-tax
Modest
📈
NPS (Equity heavy)
Tax-saver retirement (locked-in)
+3.8%
11.0% nominal · 10.0% post-tax
Strong
Equity Mutual Fund (SIP)
5+ year wealth creation goals
+4.3%
12.0% nominal · 10.6% post-tax
Best
Based on 10-year averages · 30% tax bracket · 6% CPI inflation · LTCG at 12.5% above ₹1.25L exemption (Budget 2024) · Past performance does not guarantee future results.
If your money is losing real returns, here's the standard playbook
1

Keep only emergency cash in FD

3–6 months of expenses. FDs are for capital safety, not growth. Anything beyond emergency needs is losing real value.

2

Move long-term debt to PPF or NPS

15-year horizon? PPF is tax-free at 7.1%. Want equity exposure with tax savings? NPS Tier-1 with 75% equity allocation.

3

Use SIPs for any goal > 5 years

Equity mutual funds via SIP are the only Indian instrument that consistently beats inflation in real terms over long horizons.

05The basics, properly explained

What is real return on investment?

Real return is the actual gain on an investment after subtracting taxes and inflation. A 7% Fixed Deposit in the 30% tax bracket has a post-tax return of 4.9%. After 6% inflation, the real return drops to about −1.04% per year — meaning your money loses purchasing power even as the balance grows.

Most Indians focus on the nominal interest rate — the number their bank advertises. But this number is misleading because it does not account for two major deductions: the tax you pay on the interest earned, and the purchasing power lost to inflation.

In contrast, a Systematic Investment Plan (SIP) in an equity mutual fund at 12% CAGR — after 12.5% LTCG tax with ₹1.25 lakh exemption and 6% inflation — delivers approximately +4.34% real return per year. Over 10 to 15 years, this difference compounds dramatically.

FD vs SIP — which gives better real returns in India?

The comparison between Fixed Deposits and Mutual Fund SIPs is not straightforward because it depends on your tax slab, investment horizon, and the prevailing inflation rate. For investors in the 20% or 30% tax slab with a horizon of 5 years or more, equity mutual funds consistently deliver higher real returns than FDs.

FD interest is taxed at your income slab rate (up to 30%), while Mutual Fund Long Term Capital Gains (LTCG) are taxed at only 12.5% with a ₹1.25 lakh annual exemption under the Union Budget 2024. This tax efficiency makes mutual funds significantly more advantageous for long-term wealth creation.

However, FDs are safer and more predictable for short-term goals (under 3 years), emergency funds, and for investors who cannot tolerate market volatility. The right answer depends on your specific situation — which is exactly what our free calculator helps you determine.

How to use the real return calculator

Our Financial Reality Engine compares FD, RD (Recurring Deposit), and Mutual Funds side by side showing three layers of returns: the nominal corpus (what your statement shows), the post-tax corpus (after income tax or LTCG), and the real value in today's money (after inflation adjustment).

Simply enter your investment amount, duration, interest rate or expected CAGR, your income tax slab, and the expected inflation rate. The calculator uses the Fisher Equation for mathematically accurate real return calculations — the same method used by economists and financial planners.

The tool is completely free and all calculations happen instantly in your browser.

Frequently asked questions

What is the real return on a 7% FD in India?+
For someone in the 30% tax slab with 6% inflation, a 7% FD gives a real return of approximately −1.04% per year. Post-tax return is 4.9% (7% × 0.7), and after adjusting for 6% inflation using the Fisher Equation, the real return is negative. You are losing purchasing power despite earning interest.
Is FD safe after adjusting for inflation?+
FD is capital-safe but not inflation-safe for investors in the 20-30% tax bracket. With current FD rates of 6.5-7.5% and inflation at 5-6%, most FD investors earn zero or negative real returns. For capital safety with better real returns, consider PPF (tax-free) or short-duration debt mutual funds.
How is LTCG calculated on mutual funds in India?+
As per Union Budget 2024, Long Term Capital Gains (LTCG) on equity mutual funds held for more than 1 year are taxed at 12.5% (reduced from 10%). The annual exemption limit is ₹1.25 lakh (increased from ₹1 lakh). LTCG above ₹1.25 lakh per year is taxed at 12.5% without indexation benefit.
What is the Fisher Equation for real return?+
The Fisher Equation calculates real return as: Real Return = ((1 + Nominal Return) / (1 + Inflation Rate)) − 1. This is more accurate than simply subtracting inflation from nominal return. For example, 7% FD at 30% tax (post-tax 4.9%) with 6% inflation: Real Return = (1.049 / 1.06) − 1 = −1.04%.

Now run it on your money.

Open the calculator with your own numbers. Get the real answer in 30 seconds.

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