Mutual Fund SWP Calculator

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Systematic Withdrawal Plan Calculator

Scheme	Withdrawal Period	No of Monthly Installments	Total Withdrawal Amount	Current Value as on 11-09-2019	Return (%)
SBI Magnum Income Fund-Regular Plan-Growth	20-08-2016 to 03-05-2024	37	111000.0	834.92	7.56

SBI Magnum Income Fund-Regular Plan-Growth

Nav Date	Nav	Units	Cumulative Units	Cash Flow	Net Amount	Capital Gain/Loss	No. of Days (Invested)	Current Value
22-08-2016	37.7994	2645.544638274682	2645.544638274682	100000.0	100000.0	0.0	0	100000.0
12-09-2016	38.0972	78.74594458385393	2566.798693690828	-3000.0	97000.0	23.45054229707188	21	97787.84
10-10-2016	38.7143	77.49074631337774	2489.30794737745	-3000.0	94000.0	70.89628380210952	49	96371.81
10-11-2016	38.9432	77.0352718831529	2412.2726754942973	-3000.0	91000.0	88.1129439799502	80	93941.62
13-12-2016	39.6656	75.63228591020935	2336.640389584088	-3000.0	88000.0	141.14497196563264	113	92684.24
10-01-2017	39.896	75.19550832163625	2261.444881262452	-3000.0	85000.0	157.65490274714273	141	90222.6
10-02-2017	39.7239	75.52128567436732	2185.9235955880845	-3000.0	82000.0	145.34071428032004	172	86833.41
10-03-2017	39.6226	75.7143650340967	2110.2092305539877	-3000.0	79000.0	138.0424303301651	200	83611.98
10-04-2017	40.239	74.55453664355477	2035.654693910433	-3000.0	76000.0	181.88324759561613	231	81912.71
11-05-2017	40.543	73.99551093900304	1961.65918297143	-3000.0	73000.0	203.0140838122488	262	79531.55
12-06-2017	41.3604	72.53314764847535	1889.1260353229547	-3000.0	70000.0	258.2905387762207	294	78135.01
10-07-2017	41.5595	72.18566152143313	1816.9403738015217	-3000.0	67000.0	271.42530588674083	322	75511.13
10-08-2017	41.8667	71.65599390446344	1745.2843798970582	-3000.0	64000.0	291.4464240076244	353	73069.3
11-09-2017	42.028	71.3809841058342	1673.903395791224	-3000.0	61000.0	301.8416293899305	385	70350.81
10-10-2017	41.9728	71.47485990927458	1602.4285358819495	-3000.0	58000.0	298.29318034536664	414	67258.41
10-11-2017	42.0677	71.31362066383473	1531.114915218115	-3000.0	55000.0	304.387927079446	445	64410.48
11-12-2017	42.0768	71.29819758156513	1459.8167176365498	-3000.0	52000.0	304.9709103353867	476	61424.42
10-01-2018	41.9576	71.50075314126643	1388.3159644952834	-3000.0	49000.0	297.31443171201414	506	58250.41
12-02-2018	41.9895	71.44643303683064	1316.8695314584527	-3000.0	46000.0	299.36769906762413	539	55294.69
12-03-2018	42.028	71.3809841058342	1245.4885473526185	-3000.0	43000.0	301.8416293899305	567	52345.39
10-04-2018	42.5902	70.43873942831918	1175.0498079242993	-3000.0	40000.0	337.45791285319183	596	50045.61
10-05-2018	42.1594	71.15850794840534	1103.891299975894	-3000.0	37000.0	310.25109465504727	626	46539.39
11-06-2018	41.9126	71.57752084098816	1032.3137791349059	-3000.0	34000.0	294.41265872315245	658	43266.95
10-07-2018	42.2872	70.94345333812596	961.3703257967799	-3000.0	31000.0	318.3800298908417	687	40653.66
10-08-2018	42.8173	70.06513722257125	891.3051885742086	-3000.0	28000.0	351.5798520691406	718	38163.28
10-09-2018	42.4593	70.65589870770361	820.649289866505	-3000.0	25000.0	329.2494223880281	749	34844.19
10-10-2018	42.6645	70.31607073796717	750.3332191285378	-3000.0	22000.0	342.09471574728394	779	32012.59
12-11-2018	43.0634	69.66472689104901	680.6684922374889	-3000.0	19000.0	366.7151223544822	812	29311.9
10-12-2018	43.5708	68.85345231209894	611.8150399253899	-3000.0	16000.0	397.3808146740478	840	26657.27
10-01-2019	43.8804	68.36765389558892	543.447386029801	-3000.0	13000.0	415.74370333907643	871	23846.69
11-02-2019	44.0967	68.03230173686467	475.41508429293634	-3000.0	10000.0	428.4198137275579	903	20964.24
11-03-2019	44.4636	67.47092003346557	407.94416425947077	-3000.0	7000.0	449.63970528702134	931	18138.67
10-04-2019	44.7957	66.97071370689598	340.9734505525748	-3000.0	4000.0	468.54720430755617	961	15274.14
10-05-2019	44.8818	66.84223894763579	274.131211604939	-3000.0	1000.0	473.4034731227357	991	12303.5
10-06-2019	45.87	65.40222367560497	208.728987929334	-3000.0	-2000.0	527.8351863963375	1,022	9574.4
10-07-2019	46.778	64.13271195861303	144.59627597072097	-3000.0	-5000.0	575.821967591603	1,052	6763.92
13-08-2019	47.0706	63.7340505538489	80.86222541687206	-3000.0	-8000.0	590.891129494844	1,086	3806.23
11-09-2019	47.4253	63.25737528281318	17.604850134058886	-3000.0	-11000.0	608.9091687348315	1,115	834.92

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.