SWP Calculator
Calculate your Systematic Withdrawal Plan returns and plan regular income from your mutual fund investments for retirement and financial goals.
Investment Details
Calculation Results
Monthly Breakdown
| Month | Opening Balance | Interest Earned | Withdrawal | Closing Balance |
|---|
What is SWP (Systematic Withdrawal Plan)?
A Systematic Withdrawal Plan (SWP) is a mutual fund investment strategy that allows investors to withdraw a predetermined amount at regular intervals while keeping the remaining investment to continue growing. It's an ideal tool for creating regular income streams during retirement or for meeting periodic financial needs.
Benefits of SWP:
- Regular income stream
- Tax-efficient withdrawals
- Flexibility to modify withdrawal amount
- Continued investment growth
- Inflation protection
Ideal for:
- Retirement planning
- Regular monthly expenses
- Child's education funding
- Supplementing salary income
- Emergency fund management
Frequently Asked Questions
Disclaimer
The calculations provided by this SWP calculator are for illustrative purposes only and should not be considered as financial advice. Actual returns may vary based on market conditions, fund performance, and other factors. Please consult with a qualified financial advisor before making investment decisions.