SWP Calculator – Plan Systematic Withdrawals from Mutual Funds
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Frequently Asked Questions (FAQs)
What is an SWP Calculator?
An SWP (Systematic Withdrawal Plan) Calculator helps you estimate the monthly withdrawals and remaining value of your investment over a fixed period. It accounts for your investment amount, withdrawal amount, expected return, and duration to give accurate projections.
How does the SWP Calculator work?
The calculator uses compound interest logic to deduct monthly withdrawals and add returns at the specified annual rate. It shows how much you can withdraw and still retain a corpus, along with total withdrawals and leftover value.
Is the SWP suitable for retirement planning?
Yes. SWPs are ideal for retirement income, offering regular cash flow while keeping your principal invested in mutual funds that may generate returns.
What is Withdrawal Rate (/month)?
It indicates what percentage of your initial investment you're withdrawing each month. A lower rate means better sustainability of your corpus over time.
Can I use this calculator for mutual funds?
Absolutely! This SWP calculator is designed for mutual fund withdrawals, especially those with regular income needs, like retirees or passive income seekers.
Looking for mutual funds that best support your withdrawal goals?
Contact for assistance or explore our SIP & Lumpsum Calculator for more tools to plan your financial future.