FINANCIAL TOOLS

Mutual Fund vs FD Calculator: The Post-Tax Truth Every Investor Needs to See

FD returns are fully taxable. Mutual fund returns are taxed differently. For investors in the 30% bracket, model the decisive gap here.

SEBI Registered Investment Advisor · INA000019026

About This Tool

Compare mutual fund vs FD calculator outcomes on a post-tax basis for equity and debt funds versus bank FD interest at your tax bracket. Illustrative FY 2025-26 tax assumptions.

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Results

FD (post-tax)
Debt MF (post-tax)
Equity MF (post-tax)

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Frequently Asked Questions

Why is a mutual fund better than FD for investors in the 30% tax bracket?
Equity LTCG rates and deferral often beat annual FD interest taxed at slab rates.
How is FD interest taxed vs mutual fund LTCG?
FD interest is taxed yearly at slab; equity LTCG applies on redemption above exemption.
Is a debt mutual fund still tax-efficient after 2023 rule changes?
Debt funds are taxed at slab on gains — still compare post-tax yield vs FD net of TDS.
What is the LTCG exemption limit on equity mutual funds?
₹1.25 lakh per year under current rules — verify annually.
Are liquid funds a good FD alternative for parking emergency corpus?
Often yes for short horizons; match liquidity and credit risk to the goal.

iVentures Wealth is a SEBI Registered Investment Advisor (INA000019026). This calculator is for illustrative purposes only and does not constitute financial advice.