Calculators·💸

SWP Calculator

Systematic Withdrawal Plan — calculate how long your corpus lasts with regular monthly withdrawals.

Corpus will last∞ (sustainable)
Total withdrawn
Monthly withdrawal₹30,000

Your withdrawal rate is below the return rate — your corpus grows indefinitely.

SWP Calculator

An SWP (Systematic Withdrawal Plan) calculator shows how long a corpus lasts when you withdraw a fixed amount every month while the remaining balance keeps earning a return.

Formula

Each month: balance = balance × (1 + monthly rate) − withdrawal, repeated until the balance is exhausted or the chosen horizon ends.

Worked example

Input: ₹50 lakh corpus, ₹35,000/month withdrawal, 8% annual return

Result: Corpus lasts well beyond 20 years — the monthly return often outpaces the withdrawal at this rate

Frequently asked

What happens if my withdrawal rate exceeds the return rate?

The corpus depletes faster than it grows and will eventually run out — the calculator shows you exactly which month that happens.

Is SWP more tax-efficient than a fixed deposit for regular income?

Often, because only the gains portion of each SWP withdrawal from equity/debt mutual funds is taxed, not the full amount — unlike FD interest, which is fully taxable. This calculator doesn't compute tax; see the Capital Gains Tax calculator.

SWP Calculator: how it works

An SWP calculator models drawing a fixed amount periodically from an invested corpus, tracking the depleting balance against ongoing returns.

Formula

Each period: balance = balance × (1 + i) − withdrawal, iterated until the balance is exhausted.