TaxPilot mascotTaxPilot

80C Optimal Allocation Planner

Get a personalized Section 80C investment plan based on your age, income, and risk profile. Maximize your ₹1,50,000 deduction.

Your Profile

₹10 L
01,00,00,000

Existing Commitments

₹0
01,50,000

80C Limit Utilization

Already Committed: ₹0Remaining: ₹1,50,000

Total 80C Limit: ₹1,50,000

Recommended Allocation

[object Object]

₹75,000

50% of allocation — Shortest lock-in (3 years) with potential for 12-15% returns. 50% equity allocation matches your moderate profile.

[object Object]

₹45,000

30% of allocation — Government-backed 7.1% return with EEE status. Best risk-free option for long-term wealth building.

[object Object]

₹30,000

20% of allocation — 9-12% historical returns with additional ₹50,000 deduction under 80CCD(1B). 60% lump sum at maturity is tax-free.

Allocation Breakdown

Projected Returns

Expected Annual Return

10.5%

Weighted average across instruments

10-Year Projected Value

₹36.14 L

Estimated corpus with annual investment

Risk Profile

moderate

Based on your selected preferences

Additional NPS Benefit - 80CCD(1B)

Extra ₹50,000 Deduction Available!

Beyond the ₹1,50,000 limit under 80C, you can invest up to ₹50,000 additionally in NPS under Section 80CCD(1B).

Total potential deduction: ₹2,00,000 (80C + 80CCD1B)

Summary

Recommended moderate allocation with ~10.53% projected return. Extra ₹50,000 NPS deduction under 80CCD(1B) beyond ₹1.5L limit.

Summary

Recommended moderate allocation with ~10.53% projected return. Extra ₹50,000 NPS deduction under 80CCD(1B) beyond ₹1.5L limit.

Frequently Asked Questions