A Home Loan Switch Now May Not Save Borrowers from Rising Interest Rates..

 Customers must exercise caution while transferring housing loan as there’s no guarantee that new lender would not hike interest rates, says Ms. Preeti Kulkarni

Some major banks like ICICI Bank, Axis Bank and housing finance major HDFC have raised their lending interest rates by 0.25% in the last few days.

Many other banks, particularly public sector banks, have not hiked their interest rates so far. However, it is enough to unnerve some housing loan customers who are struggling to pay their EMIs regularly.

Typically, many home loan customers are wondering whether they should switch to a lender offering a lower interest rate.

“Under ordinary circumstances, borrowers should switch to lenders who are willing to offer a lower interest rate, even if the difference is just 0.25%. Even with this minor difference, they could save  Rs. 2,000 per month on a .Ra. 50 lakh loan with a balance tenure of 17 years,” says Vipul Patel, Director, Home Loan Advisors.

“However, in the current scenario, rates are yet to stabilise. So, borrowers should not be in a hurry to switch lenders at this juncture. This decision should be taken after a month or /  so, when other lenders announce their revised interest rates,” he adds.

Does it Make Sense Now?

For floating interest rate borrowers, switching lenders has become easier since the abolition of pre-payment penalties. Also, many banks reduce / or completely waive off the processing fee someone with a good repayment record.

That perhaps explains why everybody thinks about shifting to a new lender every time there is hike or reduction in interest rates.

However,experts don’t think it may be at the best strategy at this juncture. “There is no guarantee that the new lender will not increase the rate later. In such a fluid situation, it is better to adopt a wait-and-watch approach,” says V.N .Kulkarni, Chief Credit counselor, Abhay Credit Counselling Centre. “And even after undertaking the exercise, there is no certainty about the new lender keeping its interest rate lower than the market rate. So the switch over might be an exercise in futility,” adds consumer activist Jehangir Gai.

However, if the interest rate differential between the interest rate you are paying - say over 0. 50% -  and the ones prevalent in the market is significant, switching certainly makes sense, even in the current scenario.

Consider this scenario..

 You are paying an EMI of .Rs. 51,609 on your housing loan (Rs.  50 lakh loan for 20 years at an interest rate of 11 % per annum).

Now, your bank increases the rates by 0.25 %. So, you switch to another bank, which is offering a loan at an interest rate of 10.50 %. But you decide to maintain the EMI at old levels of  Rs.  51,609.

In this case, your housing loan would close in 15 years and 8 months, resulting in an overall saving of Rs. 13 lakh (Nearly).

 “In case you decide to reduce the EMI,  your EMI would immediately come down by Rs. 1,536, resulting in an overall saving in interest cost of  Rs. 8 lakh (Nearly).

Even if the new lender were to raise its rate by 0.25% points after a few months, your EMI will yet be lower by Rs. 770. That is, savings of Rs. 6 lakh over the loan tenor,” explains Patel.

Negotiate or / Switch?

A customer has 3 options before her if he/she wants to bring down the interest rate on the housing loan. One, negotiate with the bank. “Most banks are willing to negotiate when the clients express their intention to switch, as they are keen on retaining good clients,” says Mr. Patel.

The second option is to transfer the housing loan to another bank. Moving to the lower rate offered by your existing lender (for new customers) by paying a conversion fee (in the range of 0.5% to1.5 % of the outstanding loan amount) is another alternative.

He/she recommends negotiating with lenders before exploring the other 2 options. If negotiations fail, you can explore the conversion facility. “Some banks will charge a small fee and realign the margins & reduce rates. If both these strategies (negotiation & conversion) fail, the borrower should consider moving the loan to more competitive banks,” he says.

Depending on your interest rate, loan amount and balance tenure, balance transfer could work out to be a better option compared to conversion, if you are willing to be patient with the laborious documentation process.

For instance, assuming a 1% conversion fee, on an outstanding loan of . 47,54,960, will work out to . 53,427 (including service taxes). In contrast, the cost of switch to another lender — including processing fee, stamp duty, registration fees and other fees — will work out to . 22,746, according to Home Loan Advisors. So, if the current applicable rates offered by the new lender and your existing lender are the same, switching might make more sense.

“Some lenders charging slightly higher rates than their competitors are offering 1% cash back if the EMI payment is made through auto debit from an account maintained in the same bank. One should opt for such offers to save money. Also, this will be a better option than switching over to some other bank, as the effective rate could work out to be cheaper than lower rates offered by other banks,” says Kulkarni.


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