Self-Service Decision Matrix

Investment Options Comparison

Compare high-growth market options against traditional guaranteed savings instruments in India.

Click on product cards to highlight choices for side-by-side evaluation.
Product Features
Most Popular

SIP (Mutual Funds)

High+ Select

Fixed Deposit (FD)

Fixed+ Select

Public Provident Fund (PPF)

Guaranteed+ Select
High Yield

Fractional Real Estate

High+ Select

National Pension System (NPS)

Market-Linked+ Select
Expected Returns / Yield
12% - 15% CAGR (Equity)6.5% - 7.75% p.a.7.1% p.a. (Govt reset quarterly)10% - 14% p.a. (Yield + Capital Growth)9% - 12% p.a.
Risk & Protection
ModerateCapital SafeCapital SafeAsset-BackedModerate
Lock-in & Liquidity
None (ELSS has 3 Years)7 days to 10 years (5 yrs for Tax Saver)15 Years (Partial withdrawal after 7 yrs)3 - 5 Years (Target holding)Till Age 60
Tax Benefits (India)
12.5% LTCG (>₹1.25L); ELSS under Sec 80CTaxable as per Income Tax Slab; Sec 80C for 5-Yr FDExempt-Exempt-Exempt (EEE under Sec 80C)Rental taxed as income; Capital gains tax on saleSec 80C (₹1.5L) + Extra ₹50,000 under Sec 80CCD(1B)
Inflation Hedge
ExcellentPoorModerateExcellentGood
Best Suited For
Long-term wealth creation & compoundingCapital safety, senior citizens & emergency fundRisk-averse long-term tax-free savingsMonthly rental income & tangible asset growthTax saving & systematic retirement corpus
Primary Advantage
High inflation-adjusted returns via power of rupee cost averaging.DICGC insured up to ₹5 Lakhs per bank with guaranteed returns.100% Sovereign guarantee with complete tax exemption on interest.Direct co-ownership in prime Grade-A commercial properties with high rental yield.Lowest expense ratio financial product in India with extra tax benefits.
Consideration
Subject to market volatility in short term.Post-tax returns often struggle to beat inflation.Rigid 15-year lock-in period with annual deposit limits (₹1.5L).Moderate liquidity compared to listed stocks or mutual funds.60% lump sum tax-free at retirement; 40% mandatory annuity purchase.
Explore & Apply
💡 Financial Advisor Tip: Tax rules are subject to Indian IT Act amendments. Returns for market-linked products like SIPs & ULIPs depend on underlying fund performance. Consult your assigned relationship manager for customized advice.
*Past performance is not indicative of future returns. Market-linked investments are subject to market risks. Please read all scheme/product documents carefully before investing.