EPF vs PPF

Both are government-backed, tax-free retirement savings options — but they work very differently in who can use them, how much you can contribute, and how locked-in your money is.

Side-by-Side Comparison

FeatureEPFPPF
Who can open oneSalaried employees, via employerAny resident Indian (and minors, via guardian)
Current interest rate8.25% p.a.7.1% p.a.
Contribution12% of Basic+DA (mandatory, employer-matched)Voluntary, up to ₹1,50,000/year
Employer matchingYes — employer contributes an equal shareNo employer involvement at all
Lock-in periodUntil retirement/resignation (partial withdrawal rules apply)15 years, extendable in 5-year blocks
Tax treatmentEEE, with a taxable-interest threshold on large contributionsFully EEE (Exempt-Exempt-Exempt), no threshold
Partial withdrawalAllowed for specific reasons (medical, home, education, etc.)Allowed from the 7th financial year onward
Loan against balanceNot directly availableAvailable from 3rd to 6th year

Which Should You Prioritize?

If you're salaried, EPF isn't really optional — your 12% contribution and your employer's matching share happen automatically every month, and the current 8.25% rate is higher than PPF's. The decision point is really whether to add PPF on top, or whether to use VPF (Voluntary PF) instead, since VPF rides on your existing EPF account and currently earns a higher rate than PPF, while PPF offers something EPF doesn't: it's open to anyone, including self-employed people and even as a savings vehicle for your children, with no dependency on formal employment.

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