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Valsynk Investments Private Limited  ·  ARN 356708  ·  AMFI Registered Mutual Fund Distributor & SIF Distributor
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Calculators

SWP calculator

A systematic withdrawal plan takes a fixed amount from an investment each month. Enter what you have and what you want to take out, and see how long it could last.

SIPStep up SIPGoalLump sumSWPRetirementChild educationCost of delayInsurance cover

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How this is calculated

Each month the withdrawal is taken at the start of the month and the rest grows at the monthly equivalent of the yearly return you choose. If the money runs out before the period ends, we show when. Taxes and scheme costs are ignored.

What it is not

It does not refer to any scheme. It is not a forecast, a recommendation or a promise of returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Questions

What does SWP stand for?+
Systematic withdrawal plan. It lets you take a regular amount out of an investment, instead of withdrawing everything at once.
Why can the money run out?+
If you take out more than the investment earns, the balance falls month by month until nothing is left.
Is the result guaranteed?+
No. It uses the return you choose to test. If real returns are lower, the money may not last as long.

Related calculators

Retirement calculator

Estimate how much you may need on the day you stop working, and the monthly SIP that could build it, at returns you choose.

Lump sum calculator

See what a one time investment could be worth after some years, at a return you choose, with a lower and a higher case.

SIP calculator

Work out what a monthly SIP could grow to. You choose the return, and we show a lower and a higher case beside it.