CalculatorsSWP Calculator

SWP Calculator

Calculate sufficient monthly withdrawals from your mutual fund investments with our SWP Calculator.

Outcome

Total Withdrawn3,600,000
Final Balance5,573,231

Cash Flow Analysis

Systematic Withdrawal Plan (SWP)

An SWP allows you to withdraw a fixed amount from your mutual fund investment at regular intervals (monthly, quarterly, etc.). It is ideal for retirees looking for a regular income stream from their accumulated corpus.

How it works

Your corpus continues to earn returns while you withdraw. If your withdrawal rate is lower than the return rate, your capital is preserved or even grows. If withdrawal is higher, your capital slowly depletes.