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Free SWP Calculator - Systematic Withdrawal Plan with Returns

Calculate monthly payouts and remaining balance for Systematic Withdrawal Plans (SWP) in mutual funds. Plan regular post-retirement income online.

Investment & Withdrawal Inputs

₹50,00,000
₹30,000
9%
20 Years
Annual Increase in Withdrawal (%) (Inflation Hike)0% / yr
💰 Total Withdrawn Payout

₹72,00,000

Received in monthly installments across 20 years

Final Remaining Balance

₹1,00,09,152

Returns Generated

₹1,22,09,152

🌟 Sustainable Wealth Machine

Your investment returns outpace your withdrawals! After paying you ₹72,00,000, you still retain a corpus of ₹1,00,09,152.

Year-by-Year Withdrawal & Corpus Balance Schedule

Complete timeline of annual withdrawals, portfolio returns, and remaining corpus.

YearMonthly PayoutYearly WithdrawnCumulative WithdrawnReturns EarnedYear End Balance
Year 1₹30,000₹3,60,000₹3,60,000₹4,53,807₹50,93,807
Year 2₹30,000₹3,60,000₹7,20,000₹4,62,607₹51,96,414
Year 3₹30,000₹3,60,000₹10,80,000₹4,72,232₹53,08,645
Year 4₹30,000₹3,60,000₹14,40,000₹4,82,760₹54,31,405
Year 5₹30,000₹3,60,000₹18,00,000₹4,94,276₹55,65,681
Year 6₹30,000₹3,60,000₹21,60,000₹5,06,872₹57,12,553
Year 7₹30,000₹3,60,000₹25,20,000₹5,20,649₹58,73,202
Year 8₹30,000₹3,60,000₹28,80,000₹5,35,719₹60,48,921
Year 9₹30,000₹3,60,000₹32,40,000₹5,52,203₹62,41,124
Year 10₹30,000₹3,60,000₹36,00,000₹5,70,233₹64,51,357
Year 11₹30,000₹3,60,000₹39,60,000₹5,89,954₹66,81,311
Year 12₹30,000₹3,60,000₹43,20,000₹6,11,525₹69,32,837
Year 13₹30,000₹3,60,000₹46,80,000₹6,35,120₹72,07,957
Year 14₹30,000₹3,60,000₹50,40,000₹6,60,929₹75,08,886
Year 15₹30,000₹3,60,000₹54,00,000₹6,89,158₹78,38,043
Year 16₹30,000₹3,60,000₹57,60,000₹7,20,035₹81,98,078
Year 17₹30,000₹3,60,000₹61,20,000₹7,53,809₹85,91,887
Year 18₹30,000₹3,60,000₹64,80,000₹7,90,751₹90,22,638
Year 19₹30,000₹3,60,000₹68,40,000₹8,31,158₹94,93,796
Year 20₹30,000₹3,60,000₹72,00,000₹8,75,356₹1,00,09,152

Free SWP Calculator - Plan Systematic Monthly Withdrawals

Plan your monthly cash flow and retirement income with our Systematic Withdrawal Plan (SWP) calculator. Visualize total payouts, capital appreciation, and remaining mutual fund corpus over your desired withdrawal horizon.

Quick How-To Guide

  1. 1Enter your initial total investment amount in the mutual fund
  2. 2Enter your desired monthly withdrawal payout
  3. 3Input your expected annual return rate (%) on the remaining portfolio
  4. 4Select the total withdrawal duration in years
  5. 5Analyze whether your corpus will grow or deplete over time and view the detailed schedule

Why use our tool?

Calculates monthly withdrawal cashflow and final remaining fund balance
Visual wealth chart showing total withdrawals vs remaining portfolio corpus
Year-by-year schedule of opening balance, annual withdrawals, returns generated, and closing value
Inflation-adjusted withdrawal toggle for realistic long-term retirement planning
1-Click Export to CSV and instant result sharing
100% free and client-side processing

Frequently Asked Questions

Find answers to common questions about using our tool, its features, and how it handles your data privacy.

A Systematic Withdrawal Plan (SWP) allows you to withdraw a fixed amount of money from your mutual fund investments on a regular basis (e.g. monthly) while keeping the remaining balance invested to generate compounding returns.
SWP is significantly more tax-efficient than FDs. In an SWP, tax is applied only on the capital gains portion of each withdrawal (not the principal), whereas FD interest is taxed at your highest income slab rate every year.
Financial planners generally recommend a withdrawal rate between 4% and 6% per year of your total corpus. If your fund generates 8-10% annual returns, a 5% SWP allows your corpus to continue growing while providing steady monthly income.

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