0 votes
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Hi, I'm Rahul Joshi, working in Pune, take home is around ₹72k/month. I have a personal loan running — outstanding is ₹3.2 lakhs, interest rate is 14.5% per annum, about 18 months remaining. My EMI is ₹9,800. I recently got a performance bonus of ₹2.8 lakhs and I'm confused what to do with it. My father is saying close the loan first, peace of mind. My colleague says put it in mutual funds, you'll easily beat 14.5% returns. Both arguments sound right to me honestly. I don't have any other loans, have about ₹80k emergency fund which covers maybe 2 months expenses. My job is stable, IT sector. Should I foreclose the loan or invest? Also does foreclosure have any charges? Some people said HDFC charges prepayment penalty. Is that true for personal loans still?
in Salary & Savings by (45 points) | 21 views

2 Answers

+1 vote
Honestly, your colleague's argument sounds good on paper but there's a catch most people miss — 14.5% on a personal loan is a guaranteed cost. Mutual fund returns are not guaranteed. Nifty 50 index funds have given 12-13% CAGR historically, but that's over 7-10 year periods. In 18 months? Could be 20%, could be -10%. You're comparing a certain outflow with an uncertain return. That math doesn't work in your favour for such a short window.

So my take — close the loan. Here's why it makes sense for your specific situation.

First, the actual savings. On ₹3.2L at 14.5% with 18 months left, you're probably paying around ₹35,000-40,000 in interest total. That's money straight back in your pocket. No market risk, no volatility, guaranteed.

Second, your emergency fund is thin. ₹80k for 2 months is okay but not great. Don't touch your bonus for this, but after the loan closes, redirect that ₹9,800 EMI every month into a liquid fund — Parag Parikh Liquid Fund or ICICI Pru Liquid are decent options. In 6 months you'll have a much better cushion.

On prepayment charges — yes, many banks do charge. HDFC, ICICI, Kotak all typically charge 2-4% on the outstanding principal for personal loan foreclosure. But here's the thing, even if HDFC charges you 3% on ₹3.2L, that's around ₹9,600. You'll still save more in interest than that penalty. Do the exact math with your bank before going. Call their customer care or visit branch, ask for the foreclosure statement — they're required to give it.

Also check if your loan agreement allows part-prepayment. Some banks let you pay a chunk without closing fully, and penalties sometimes only apply on full foreclosure.

After the loan is gone, start a SIP. ₹15,000-20,000 per month into a mix of Mirae Asset Large Cap and a flexi-cap like PPFAS Flexicap. That's when equity investing actually makes sense — long horizon, regular investing, no EMI pressure hanging over you.

Close the loan. Start fresh. Then invest properly.
by (78 points)
+2 votes
I'll push back a little on the 'always close the loan' advice. It depends on the person, and Rahul, your situation has a nuance worth considering.

Yes, 14.5% is high. But you don't have ₹3.2L to close it fully — you have ₹2.8L bonus. So foreclosure isn't even clean here. You'd still owe around ₹40-50k after prepayment charges, which could disrupt your monthly cash flow right after.

Here's what I'd actually do. Split it. Use ₹1.5L to part-prepay the loan — most banks allow this and it reduces your principal immediately, cutting interest burden significantly. Use ₹80k to beef up your emergency fund to a proper 4-month cushion. And put the remaining ₹1.2L in a short-duration debt fund or even a good FD — SBI or HDFC bank FDs are giving 7-7.5% for 1-year tenures right now. Let that sit.

Why not equity with that ₹1.2L? Because your timeline is short and you're already under EMI stress. The worst thing is putting money in equity, market dips 20% in 6 months, and you panic. Seen it happen to too many people.

The real goal is finishing this loan in the next 6-8 months using your regular salary plus the interest saved from part-prepayment. Then you're completely free and can start a serious SIP with no baggage.

Don't look at it as loan vs investment. Look at it as: how do I get debt-free fastest while keeping my finances stable. That's the right question.

My recommendation — part-prepay ₹1.5L tomorrow, strengthen your emergency fund, and be loan-free by mid-next year.
by (102 points)