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SWP Calculator — Systematic Withdrawal Plan

Calculate how long your corpus lasts with monthly SWP withdrawals, or how much corpus you need for target monthly income.

Last updated: June 2026

Based on Indian mutual fund SWP conventions — illustrative returns

Corpus never depletes

Monthly return (₹33,333) ≥ withdrawal (₹25,000). Your corpus is self-sustaining at this return rate.

Vs Fixed Deposit: ₹50,00,000 FD at 7% generates ₹29,167/month interest but never depletes capital. SWP withdraws from corpus but can earn higher returns in equity MFs (historically 10–12%).

📌 SWP from equity mutual funds: First ₹1.25 lakh annual gains are exempt (LTCG). Beyond that, gains taxed at 12.5% (held > 12 months) or 20% (held ≤ 12 months). Debt mutual funds: taxed at slab rate regardless of holding period.

SWP projections assume constant returns — actual mutual fund returns vary. Capital gains tax on withdrawals not included in corpus depletion math.

Depletion

Year-by-year table + chart

Corpus needed

Target income mode

Vs FD

Compare fixed deposit income

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About SWP Calculator India

Our free SWP Calculator has two modes — how long your corpus lasts with monthly withdrawals, or how much corpus you need for a target monthly income over a set period.

Shows year-by-year depletion table, SVG corpus chart, FD comparison insight, and capital gains tax notes for equity vs debt fund withdrawals.

No signup, runs entirely in your browser — your financial data stays private.

Read the full guide: SWP calculator India — systematic withdrawal plan guide

When Should You Use the SWP Calculator?

Retirement income

Plan monthly withdrawals from mutual fund corpus.

Corpus needed

Find how much to invest for ₹25,000/month income.

SWP vs FD

Compare systematic withdrawal vs fixed deposit interest.

Self-sustaining corpus

Check if returns exceed withdrawals indefinitely.

Early retirement

Model corpus depletion over 20+ year horizon.

Frequently Asked Questions