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InnocentInvestor

SWP Payouts Calculator.

Calculate systematic monthly withdrawals from a lump sum fund. Check how interest offsets capital depletion. (Debug Type: swp)

💸 SWP Setup

Initial Principal Capital₹10,00,000
Monthly Systematic Withdrawal₹10,000
Expected Return Rate (p.a.)10%
Withdrawal Tenure15 Years
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Interest Shield: Your initial deposit of ₹10,00,000 earns ₹10,74,677 in interest, supporting your payouts. After withdrawing ₹18,00,000, your balance is ₹2,74,677.

Withdrawals₹18,00,000
Total Payouts Withdrawn (87%)₹18,00,000
Remaining Balance Left (13%)₹2,74,677

SWP Milestone Projections

HorizonTotal WithdrawnRemaining Capital Balance
Year 1₹1,20,000₹9,78,010
Year 5₹6,00,000₹8,64,485
Year 10₹12,00,000₹6,41,521
Year 15₹18,00,000₹2,74,677

How Systematic Withdrawal Plans Work

A Systematic Withdrawal Plan (SWP) is the opposite of an SIP. Instead of depositing regularly, you withdraw a fixed monthly sum from a mutual fund corpus. It is highly tax-efficient compared to dividend options, making it ideal for retirees seeking monthly pension income.