Advanced Investment

SWP Calculator

Plan your regular income stream and estimate your remaining corpus with a Systematic Withdrawal Plan.

SWP Inputs
Adjust your corpus and withdrawal rate to see how long your money lasts.
SWP Summary

Total Investment

₹50,00,000

Total Withdrawn

₹30,00,000

Final Balance

₹84,14,083

What is a Systematic Withdrawal Plan?

An SWP allows an investor to withdraw a fixed or variable amount from their mutual fund scheme on a predetermined basis (monthly, quarterly, etc.).

Intelligence Insight: SWPs are highly tax-efficient compared to Fixed Deposit interest payouts. In an SWP, only the capital gains portion of your withdrawal is taxed, not the entire amount, keeping your effective tax rate significantly lower!