APY Calculator

Calculate your monthly contributions and total investment under Atal Pension Yojana.

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What is the APY Calculator?

Atal Pension Yojana (APY) is a premier social security and pension scheme launched by the Government of India in 2015. Targeted primarily at workers in the unorganized sector, APY provides a guaranteed minimum pension ranging from ₹1,000 to ₹5,000 per month starting at age 60, depending on the subscriber's contributions.

The contribution amount is determined entirely by the age at which you join the scheme and the target pension amount you select. Joining early minimizes the monthly burden, allowing you to secure your retirement years with highly affordable contributions.

Practical Examples & Reference Guide

Below is a reference chart outlining the official monthly contributions and nominee corpus returns under the Atal Pension Yojana for different entry ages:

Entry AgeMonthly Contribution for ₹1,000 PensionMonthly Contribution for ₹5,000 PensionDuration of ContributionNominee Corpus Refund
18 Years₹42₹21042 Years₹1.7 Lakh (₹1,000 pension) / ₹8.5 Lakh (₹5,000 pension)
25 Years₹76₹37635 Years₹1.7 Lakh (₹1,000 pension) / ₹8.5 Lakh (₹5,000 pension)
30 Years₹116₹57730 Years₹1.7 Lakh (₹1,000 pension) / ₹8.5 Lakh (₹5,000 pension)
35 Years₹181₹90225 Years₹1.7 Lakh (₹1,000 pension) / ₹8.5 Lakh (₹5,000 pension)
40 Years₹291₹1,45420 Years₹1.7 Lakh (₹1,000 pension) / ₹8.5 Lakh (₹5,000 pension)

Note: The minimum age of entry is 18 years, and the maximum is 40 years. The nominee is guaranteed the refund of the total accumulated pension corpus upon the demise of both the subscriber and their spouse.

In-Depth Technical Guide

Key Rules and Eligibility for Atal Pension Yojana

To participate in the Atal Pension Yojana, individuals must satisfy specific criteria set by the Pension Fund Regulatory and Development Authority (PFRDA):

  1. Age Limits: You must be at least 18 years old and no older than 40 years old at the time of enrollment.
  2. Citizenship: Must be a citizen of India.
  3. Bank Account: A valid savings bank account linked with Aadhaar and mobile number is mandatory to enable auto-debit for contributions.
  4. Taxation Exclusivity: Effective October 1, 2022, any citizen who is or has been an income tax payer is not eligible to join APY.

Understanding the APY Benefit Structure

APY offers three distinct retirement benefit channels:

  • Guaranteed Pension to Subscriber: Upon reaching age 60, the subscriber receives a monthly pension of ₹1,000, ₹2,000, ₹3,000, ₹4,000, or ₹5,000 for life.
  • Spousal Pension Security: If the subscriber passes away, the exact same monthly pension continues to the spouse for their lifetime.
  • Return of Corpus to Nominee: After the demise of both the subscriber and the spouse, the complete accumulated pension corpus (up to ₹8.5 Lakh for the ₹5,000 slab) is returned to the registered nominee.

Contribution Defaults and Penalty Norms

Since contributions are collected via auto-debit from your savings account, keeping a sufficient balance is essential:

  • Defaults: If contributions are delayed, banks charge a small penalty (typically ₹1 to ₹10 per month depending on contribution size).
  • Deactivation: If payments stop completely, the account will be frozen after 6 months, deactivated after 12 months, and closed entirely after 24 months.

Frequently Asked Questions

Can I increase or decrease my APY pension amount later?
Yes. Subscribers are allowed to upgrade or downgrade their pension amount once during a financial year. You can do this by submitting a request to your bank or through the APY online portal, which will adjust your future monthly contribution based on your current age.
What happens if a subscriber dies before reaching age 60?
If the subscriber passes away before 60, the spouse has two choices: (1) continue contributing to the account for the remaining duration to claim the monthly pension, or (2) close the account and withdraw the entire accumulated principal and government co-contributions.
Is premature withdrawal allowed under APY?
Premature withdrawal before age 60 is generally not permitted. However, exceptions are made under extreme circumstances, such as the terminal illness of the subscriber or their death. In such cases, the bank refunds the subscriber's accumulated contributions and interests.
Do I get tax benefits on APY contributions?
Yes. Contributions made to the Atal Pension Yojana are eligible for tax deductions under Section 80CCD (1) of the Income Tax Act, 1961, subject to the overall limit of ₹1.5 Lakh. An additional deduction of up to ₹50,000 is also available under Section 80CCD (1B).