Gold Asset Planner

LIC Gold Investment Calculator

Compare cumulative wealth growth of physical gold bullion versus government Sovereign Gold Bonds (SGB) including interest payouts.

Physical Gold appreciation tracker
Sovereign Gold Bond (SGB) 2.5% p.a. yield solver
Tax-exemption status guidelines on SGB redemption
Side-by-side net profit ledger comparisons
Gold/SGB Inputs
Compare physical gold capital growth against Sovereign Gold Bond yield schemes.
1,00,000
8.0%
Expected SGB Maturity Value

2,05,093

Yield CAGR of 9.95% (includes 2.5% p.a. interest).

Physical Gold Maturity Value:1,85,093
Annual SGB Interest payout:2,500 / year
Cumulative SGB Interest Earned:20,000

• SGB interest of 2.5% p.a. is paid semi-annually on the initial nominal investment value.

• On maturity, capital gains from SGBs are 100% tax-free for individual investors, whereas physical gold gains incur long-term capital gains tax.

Sovereign Gold Bonds (SGB)

SGBs are government securities denominated in grams of gold. They offer a fixed interest rate of 2.50% p.a. paid semi-annually on the initial investment value, in addition to capital gains at redemption.

  • Tax Savings: Capital gains tax at maturity (after 8 years) is completely exempt for individual investors.
  • No Making Charges: Avoids making charges, storage costs, and purity risks associated with physical gold.

Physical Gold Costs

Physical gold incurs GST of 3%, storage locker fees, and making charges (ranging from 5% to 20%), which reduce the net compound returns over time.

Frequently Asked Questions (FAQ)

What is the lock-in period for Sovereign Gold Bonds?

SGBs have a tenure of 8 years. However, early exit options are available from the 5th year onwards on interest payment dates.

Is the SGB annual interest taxable?

Yes. The 2.5% p.a. interest paid on SGBs is fully taxable under 'Income from Other Sources' as per your income tax slab.