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Retirement

SWP (Systematic Withdrawal Plan) Calculator

Verified Indian financial mathematics, statutory regulations, and step-by-step actionable breakdowns.

SIP (Systematic Investment Plan)

Monthly compounding in Equity & Hybrid Mutual Funds

Monthly Investment Amount₹10,000
Expected Annual Returns (CAGR)12.0%
Time Horizon15 Years

Invested Amount

₹18,00,000

Wealth Gained

₹32,45,760

Total Corpus

₹50,45,760

Mathematical Formula & Calculation Engine

Simulates monthly cash withdrawals from an invested capital base while the remaining balance continues compounding at expected returns.

Balance_t = (Balance_{t-1} - Withdrawal) × (1 + r/12)

Why Use the SWP Pension?

Tax-efficient monthly cash flow: only capital gains portion is taxed
Capital continues compounding in the market, beating inflation
Full control to pause, increase, or stop withdrawals anytime

SWP Pension FAQs

A withdrawal rate of 5% to 6% per annum (e.g. ₹50,000/mo on a ₹1 Crore corpus) in a balanced hybrid or index portfolio allows your principal to last indefinitely.

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