Personal Finance

EPF interest rate FY2025-26: 8.25% confirmed — how to check your balance and maximise returns

The EPFO trustees recommended 8.25% interest on EPF for FY2025-26. Here is how EPF interest is calculated, when it is credited, and whether you should do Voluntary PF contributions.

Creget Research 20 Mar 2026 5 min read

The EPFO Central Board of Trustees recommended an 8.25% interest rate on Employee Provident Fund balances for FY2025-26, matching last year's rate. The Ministry of Finance is yet to notify the rate officially, but the recommendation is typically accepted unchanged. For the approximately 7 crore active EPF subscribers, this translates to guaranteed, tax-free returns at a rate that beats most bank FDs.

How EPF interest is calculated

EPF interest is calculated on the monthly running balance but credited annually at the end of the financial year. This creates an important nuance: withdrawals made in the middle of the year lose interest for the remaining months.

Formula: Monthly interest = (Opening balance + contributions during month) × (8.25% ÷ 12)

Total annual interest = Sum of 12 monthly interest amounts

When is interest credited?

The interest for FY2025-26 will be credited to accounts between August and November 2026, once EPFO completes its annual reconciliation. Until then, your EPFO passbook will show contributions but not FY26 interest.

Should you do Voluntary Provident Fund (VPF) contributions?

VPF allows salaried employees to contribute more than the mandatory 12% of basic salary to EPF, up to 100% of basic salary. The entire VPF amount earns the same EPF interest rate and gets the same tax treatment.

When VPF makes sense: - You are in the 30% tax bracket — the tax-free 8.25% becomes an effective pre-tax equivalent of ~11.8% - You have a debt allocation in your portfolio and want a stable, government-backed instrument - You are within 10 years of retirement and want to build a corpus without equity risk

When VPF may not be optimal: - You are young (under 35) with a long investment horizon — equity via ELSS likely delivers better long-term returns - You need liquidity — EPF withdrawals before 5 years of continuous service are partially taxable

Checking your EPF balance

1. EPFO member portal (passbook.epfindia.gov.in) 2. UMANG app → EPFO section 3. SMS "EPFOHO UAN" to 7738299899 4. Missed call to 011-22901406 from your registered mobile

EPFEPFOProvident Fund

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