SWP Calculator
Total investment
Withdrawal per month
Expected rate of return
Time period
Frequently Asked Questions
What is the SWP Calculator?
What is the SWP Calculator?
The SWP calculator helps you determine how much money is left invested in your mutual fund after withdrawing a fixed amount every month. It considers your withdrawals, investment period, and the returns earned on the remaining amount to show how your investment grows or decreases over time.
An example of a SWP calculation
An example of a SWP calculation
Rate of return: 12%
SWP: ₹2,000 per month
The table below shows the monthly withdrawals, remaining balance, and interest earned:
What is the minimum amount I can withdraw using an SWP?
What is the minimum amount I can withdraw using an SWP?
The minimum SWP amount is ₹500.
How can I start investing through an SWP?
How can I start investing through an SWP?
To start an SWP, select a mutual fund from your portfolio and set the withdrawal amount and frequency. For detailed steps, read how to create an SWP with Zerodha.
Can I stop or cancel my SWP at any time?
Can I stop or cancel my SWP at any time?
Yes, you can stop or cancel your SWP at any time through your investment platform.
Are there any tax implications for SWP withdrawals?
Are there any tax implications for SWP withdrawals?
Yes, SWP withdrawals are subject to capital gains tax. The tax rate depends on the type of mutual fund and the holding period of your investment.
New to Zerodha? Sign-up for free.
Already have an account? Invest now
