Repay loan early or invest money, know which is more beneficial?

Buying your own house is everyone’s dream. People also take home loan to buy a house, but it takes many years to repay the home loan. In such a situation, when people’s income increases, they think of ending it soon or stop it completely. If you are also paying home loan installments and are thinking of paying it early and finishing it early, then just wait. First know whether it is better to force close the home loan before time or it is better to invest that money somewhere else.

The same answer to this question cannot be right for all people. The right decision depends on your financial situation, loan tenure, interest rate and future financial goals.

If the loan is new then it is beneficial to make prepayment

In the initial years of the home loan, a major part of your EMI goes towards paying the interest and the principal amount decreases very little. In such a situation, if you prepay the loan by depositing some additional amount in between, your outstanding loan can reduce rapidly. This gives you a chance to save a lot of interest throughout the loan tenure.

If the loan is about to end then investment may be better

If your home loan is in its last few years, most of your EMI goes towards repaying the principal amount. In such a situation, there is not much savings in interest by making prepayment. In this situation, it may make more sense to invest the extra money in mutual funds, stock market, PPF or other long-term investment options.

Correctly compare investment and interest rates

Many people think that if the return from investment is higher than the interest rate on home loan, then it would be right to invest. But this does not always happen. The returns received in mutual funds and stock market are not fixed. The market keeps going up and down. On the other hand, prepayment of home loan ensures savings in interest. Therefore, while deciding, keep in mind not the potential returns, but the actual returns after tax.

Never exhaust your emergency fund

Many people invest their entire savings to finish the loan quickly. But later, if there is a medical emergency, loss of job or any big expense, they may have to take a loan again. Therefore, before making prepayment of the loan, keep an emergency fund equal to at least 6 to 12 months’ expenses.

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Mahendra Bhargava

Mahendra Bhargava is an experienced business and automobile journalist, actively working in the digital media industry since 2018. Mahendra is currently associated with TV9 Bharatvarsh, where he is working on the latest updates, reviews, exclusive stories and in-depth analysis related to business and automobile. With 5+ years of experience in the automobile and business segments, Mahendra has worked in many reputed media organizations. Mahendra started as a reporter with Navdunia (Dainik Jagran Group) newspaper. He further worked in various roles in digital content creation in ETV Bharat, Dainik Bhaskar, News18 and Zee News.

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