Public Provident Fund

Tax-free, government-backed, long-term savings

What is it?

PPF is a government-backed savings scheme with a 15-year lock-in. It offers guaranteed, tax-free returns and falls under the EEE (Exempt-Exempt-Exempt) category — the most tax-efficient instrument in India.

Current rate: ~7.1% p.a. (revised quarterly by the government).

How does it work?

  1. Open a PPF account at a bank or post office
  2. Invest ₹500 to ₹1.5L per year (min ₹500 to keep it active)
  3. 15-year lock-in with partial withdrawal from year 7
  4. Interest compounded annually — credited on March 31
  5. Can extend in 5-year blocks after maturity

Key rule: Deposit before the 5th of each month to earn interest for that month.

Who should invest?

In new tax regime: No 80C benefit, but the tax-free interest is still valuable if you're in a high bracket.

Tax treatment

EEE — Triple exempt:

This makes PPF one of the most tax-efficient instruments, especially for those in the 30% bracket.

How to start?

  1. Open a PPF account at your bank (online available at most banks)
  2. Invest on the 1st-5th of each month to maximize interest
  3. Max out ₹1.5L/year if possible (₹12,500/month)
  4. Set up auto-debit so you don't miss a month

Strategy: Pair PPF with equity SIPs — PPF for safety, SIPs for growth.

Plan your tax savings

Ask Corpus how PPF fits into your overall tax-saving and retirement strategy.

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Disclaimer: This is educational content, not investment advice. Returns and tax rules are indicative and subject to change. Consult a SEBI-registered advisor for personalized guidance.