InfyCalculator

Pension Calculator

Estimate the retirement corpus a monthly contribution can build and the monthly pension it can pay as an annuity.

Monthly contribution
Return while saving (p.a.)
Years until retirement
Annuity rate after retirement (p.a.)
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How it works

Corpus = future value of the monthly contribution grown at the saving-phase return · Monthly pension = corpus × annuity rate ÷ 12

A pension plan works in two phases. While you are earning, a monthly contribution is invested and compounds at an assumed return, building a lump-sum corpus by retirement. After you retire, that corpus is used to buy an annuity that pays a regular income, so the monthly pension is simply the corpus multiplied by the annuity rate and divided across twelve months. A higher saving-phase return grows the corpus faster, while the annuity rate decides how much income that corpus can then throw off.

Worked example

Investing ₹5,000 a month for 30 years at 10% grows to a corpus of about ₹1.14 crore. Bought as an annuity paying 6%, that corpus yields roughly ₹57,000 a month — built from just ₹18 lakh of actual contributions over the 30 years.

Frequently asked questions

Is the pension amount guaranteed?

No. Both the saving-phase return and the annuity rate are assumptions here. Market-linked plans can do better or worse than the figure you enter, and annuity rates on offer change over time, so treat the result as a planning estimate rather than a promise.

Why is the monthly pension so much smaller than the corpus?

The corpus is a one-time lump sum, while the pension is only the yearly income it earns, spread over twelve months. At a 6% annuity a crore pays about ₹50,000 a month while the principal stays intact to keep paying.

How can I raise my monthly pension?

Contribute more, start earlier so compounding runs longer, or accept a higher-return (and higher-risk) mix while saving. Even a small increase early in the saving phase has a large effect on the final corpus.

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Educational estimate only, not investment advice. Interest rates on PPF, EPF, NPS, Sukanya Samriddhi and other small-savings schemes are revised periodically by the Government of India — confirm the current rate before relying on this.