SWP Calculator
Results
Estimated Duration: years
| Year | Beginning Balance | Interest Earned | Withdrawal | Ending Balance |
|---|
What is a SWP Calculator?
A Systematic Withdrawal Plan (SWP) calculator is a financial tool that helps investors estimate the duration of their investments based on specific withdrawal parameters. It’s designed to assist in planning a steady income stream from your mutual fund investments.
How to Use the SWP Calculator
To use the calculator, you need to provide the following information:
- Initial Investment: The total amount you’ve invested in the mutual fund.
- Expected Annual Return: The anticipated annual rate of return on your investment.
- Withdrawal Amount: The fixed amount you plan to withdraw periodically.
- Withdrawal Frequency: The frequency of your withdrawals (monthly, quarterly, or annually).
The Calculator’s Function:
Once you input these details, the calculator:
- Estimates Duration: It calculates the approximate number of years your investment can sustain the specified withdrawals.
- Generates a Detailed Table: It provides a year-by-year breakdown of your investment, including:
- Beginning balance
- Interest earned
- Withdrawal amount
- Ending balance