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✓ Updated March 2026 · FY 2025-26

Real Estate
vs Mutual Fund

The most debated investment question in India. Live calculator comparing actual post-cost, post-tax returns of property vs equity MF — including rental income, home loan leverage, stamp duty, and maintenance.

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🔢 Your Investment Scenario
🏠
REAL ESTATE
Net wealth (property value − loan balance)
Property Value at Exit
Total Rent Earned
Total EMI Paid
Stamp Duty + Reg
Maintenance Cost
LTCG Tax (12.5%)
Net CAGR on Own Funds
📈
MUTUAL FUND SIP
Corpus (down payment lump sum + EMI equivalent SIP)
Lump Sum Invested
Monthly SIP (=EMI)
Total Invested
LTCG Tax (10%)
Maintenance Cost₹0
Stamp Duty₹0
Net CAGR on Capital
📊 Head-to-Head: Real Estate vs Mutual Fund
Factor🏠 Real Estate📈 Mutual Fund
Historical Returns (India)6–9% CAGR (net of costs)12–14% CAGR (Nifty 50, 20yr)
LeverageCan use 5× leverage (home loan)No leverage (unless margin)
LiquidityVery low — months to sellT+2 days, highly liquid
Entry Cost5–10% stamp duty + registration₹500 minimum, no entry charge
IncomeRental yield (2–4% in India)No income (growth plan)
Tax on GainsLTCG 12.5% after 2 yearsLTCG 10% above ₹1.25L
Emotional ValueHigh — shelter, prideLow
DiversificationSingle asset, geography-specific200+ stocks in one fund
Ongoing CostsMaintenance 1–2%/yrExpense ratio 0.1–1%/yr
Partial SaleCannot sell one roomRedeem any amount anytime
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