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Home loan overdraft sounds like a no-brainer. But it isn't.

Overdraft usually comes at 0.35-0.5% higher interest. The real question isn't "overdraft or normal home loan?" It's how much surplus you actually keep on average.

We ran this on our own loan

Our Reel on this topic

Home Loan vs Overdraft - we ran the math on our own loan

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When we took our home loan, the bank offered both options. Instead of guessing, we calculated one thing: how much surplus needs to stay parked at all times to offset the higher overdraft interest? There is a clear break-even. Below it, overdraft costs more. Above it, it saves interest and keeps your money liquid.

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Park only your emergency fund or short-term planned expenses here. Money you won't touch for 3+ years is better off in equity.

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Home loan overdraft is a dropline overdraft - the limit drops monthly by sanctioned amount / tenure. Always get it sanctioned higher than your actual need as a safety buffer.

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Home Loan vs Overdraft - Break-even Surplus

Find out exactly how much surplus you need to keep parked for overdraft to make financial sense.

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Typically 0.35-0.5% higher than home loan rate

To check if OD makes sense for you

Break-even Surplus Needed
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Keep this much parked at all times for OD to save interest
Monthly EMI (same for both)
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We'll tell you whether OD makes financial sense for your situation.

How the math works

The logic behind the break-even

Step 01

Calculate your EMI at home loan rate

Your EMI is calculated at the regular home loan rate. With an overdraft, you keep the same EMI - this is key.

Step 02

Find the PV of that EMI at overdraft rate

We calculate what your EMI stream is worth today discounted at the higher overdraft rate. This is lower than the loan amount.

Step 03

The difference = your break-even

Loan amount minus that PV = the surplus you must keep parked at all times. If your idle cash exceeds this, OD wins.