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SWP-CALCULATOR
Systematic Withdrawal Plan(SWP) Calculator

Systematic Withdrawal Plan(SWP) Calculator



TOTAL INVESTMENT AMOUNT
WITHDRAWAL PER MONTH
EXPECTED RETURNS (%)
TENURE (IN YEARS)
VALUE AT END OF TENOR

 SYSTEMATIC WITHDRAWAL PLAN (SWP)

Systematic Withdrawal Plan or SWP is a facility that is offered by mutual funds through which an investor can withdraw a ‘pre-determined’ amount at ‘pre-decided’ intervals from her/his investments in (selected) mutual fund schemes. It helps in creating a supplementary income for those with specific needs – like regular cash flows to elderly parents, meeting child’s education, etc., or a regular source of income to retirees. 

THE NEED OF SYSTEMATIC WITHDRAWAL PLAN (SWP)

It states that mutual fund investments face the market fluctuations, and these may impact the fund NAV unfavorably, especially when an individual is moving towards a goal, the fund returns may erode if not withdrawn right on time. Thus, with the help of the Systematic Withdrawal Plan, the user can time-up their withdrawals as per their financial needs. 

Systematic Withdrawal Plan also helps the investors who want a second income apart from their salary. 

THE WITHDRAWAL OPTIONS

  • Fixed-withdrawal: With the fixed-withdrawal option the investor can access a specified amount from their investment either monthly or quarterly.
  • Appreciation-withdrawal: With this option, the investor can withdraw only the appreciated amount either monthly or quarterly.

 

THE WORKING OF SYSTEMATIC WITHDRAWAL PLAN (SWP)

Systematic Withdrawal Plan (SWP) has an opposite working compared to Systematic Investment Plan (SIP). Over here, instead of you saving or investing a fixed amount every month, you as an investor can withdraw a fixed amount from your investments regularly or monthly. 

NOTE: The calculator will showcase an estimate; not an accurate figure.

 

Attention Investor
Investments in Mutual fund & Securities Market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Terms and conditions of the website are applicable.

Gulaq Registered Office
Estee Financial Services Pvt. Ltd. (hereinafter referred to as “EFSPL”), 7th Floor, Block 1, Vatika Business Park, Sohna Road, Sector 49, Gurugram, Haryana 122001.
CIN: U51909HR2012PTC054035

Registration Detail 
Estee Advisors Pvt Limited (hereinafter referred to as “EAPL”) is registered with the Securities and Exchange Board of India as Stock Broker with registration number INZ000170130 and registered with BSE Star with code 24408 for mutual fund transaction facility.ECPL and EAPL are group companies and EAPL is authorized to provide its services to the Users on the Gulaq website/app under a license agreement with ECPL

Complaints & Grievances 
In case of any grievances/ complaints please write to us [email protected]

 

Mutual fund investments are subject to market risks, read all scheme documents carefully.

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