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Should you balance-transfer your loan?

Even a 1% lower rate can save you ₹2-5 Lakh on a 15-year home loan. But processing fees + foreclosure penalty + paperwork eat into the savings. See the actual maths — including breakeven months.

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Switch costs
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✓ Worth transferring

Net saving ₹2.5 L

Breakeven in 12 months — switch costs ₹17,500 recovered via lower EMI savings.

Current EMI

₹26,106

At 9.5% over 180 months

New EMI

₹24,618

At 8.5% — saves ₹1,487/month

Total interest saved

₹2.7 L

If you stay full tenure on the new loan

Switch costs

₹17,500

Processing + foreclosure + other one-time

When to transfer (rule of thumb)

  • Rate difference ≥ 0.5% AND remaining tenure ≥ 5 years
  • Breakeven happens in < 30% of remaining tenure
  • Don't transfer if < 3 years remaining (paperwork + lost time not worth it)
  • Skip if new lender's processing fee > 1% AND rate diff < 0.75%

Indian-context regulatory notes

  • RBI rule: zero foreclosure penalty on floating-rate home loans for individuals (since Oct 2014). Penalty applies on fixed-rate or business loans.
  • Personal loan transfers typically allowed after 12 months; foreclosure penalty 2-5%.
  • Education loans (under govt scheme) — usually free balance transfer; check moratorium rules.
  • Negotiate fees: processing fee is often waivable for HNI customers or via end-of-quarter sales push.
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