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SWP Calculator

Systematic Withdrawal Plan - Plan your regular income from investments

Enter Your Details

Your Results

Total Amount Withdrawn

12,00,000

Remaining Balance After 10 Years

₹10,00,000

Initial Investment

10,00,000

✓ Sustainable Withdrawal Plan

Your corpus will last the entire 10 year period with ₹10,00,000 remaining.

* Calculations assume constant returns. Actual returns may vary based on market conditions.

About SWP Calculator

💸

Regular Income

Plan systematic withdrawals to generate steady monthly income from your investments

🏖️

Retirement Planning

Ideal for retirees to create a pension-like income stream from their corpus

📉

Sustainability Check

See if your corpus will last the desired period or when it might deplete

💹

Continued Growth

Remaining corpus continues to grow while you withdraw, maximizing longevity

Withdrawal Impact Visualization

₹10L₹8.5L₹5.5L₹3L₹0Year 2: ₹10,00,000 Declining: ₹0Year 4: ₹10,00,000 Declining: ₹0Year 6: ₹10,00,000 Declining: ₹0Year 8: ₹10,00,000 Declining: ₹0Year 10: ₹10,00,000 Declining: ₹0Year 0Year 2Year 4Year 6Year 8Year 10

Initial Investment

10,00,000

Total Returns

12,00,000

Total Withdrawn

12,00,000

Final Balance

₹10,00,000

📉 Net Decline0

Your corpus declined because withdrawals exceeded returns over the period

📊 Key Insights

  • • Monthly withdrawal: ₹10,000 | Annual return: 12%
  • • Total returns earned: ₹12,00,000 over 10 years
  • ⚠️ Corpus declined but sustainable for 10 years
  • 💡 Consider reducing withdrawal rate for long-term sustainability
Initial Investment (Reference)
Growing (Returns > Withdrawals)
Declining (Withdrawals > Returns)

What is SWP?

Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount from your mutual fund investment at regular intervals. It's ideal for retirees or anyone seeking regular income from their investments.

Benefits of SWP:

  • Regular income stream from your investments
  • Tax-efficient compared to fixed deposits
  • Remaining corpus continues to grow
  • Flexibility to change withdrawal amount
  • Rupee cost averaging benefit on withdrawals

SERVICES

IMPORTANT LINKS

CONTACT US

Office Address:

House No 100, Avinash Capital Homes 2, Saddu, Raipur, Chhattisgarh - 492014

Email: weplanurdream@gmail.com

Phone: (+91) 7869126639

AMFI registered mutual fund distributor

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Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

The past performance of mutual funds is not necessarily indicative of future performance. The value of investments can go down as well as up. Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

PlanurDream is an AMFI registered Mutual Fund Distributor (ARN: 185790). We do not guarantee returns or assure capital protection. All investment decisions should be made after careful consideration of your financial situation, risk tolerance, and investment objectives.

AMFI REGISTRATION DETAILS

ARNARN Holder's NameARN Valid FromARN Valid TillPINCityKYD CompliantEUINSIF Validity FromSIF Validity Till
185790Satyajeet Das22 Jul 202421 Jul 2027492010RaipurYesE17344401 Sep 202518 Aug 2028
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