Magic Duo of SWP and STP
The magic duo of SWP and STP ensures your one time investments today provides monthly cashflow after retirement and also gives you your initial investment amount back!
Monthly SIP Amount
You know your goal and want to calculate monthly amount required to achieve that goal.
You know amount you wish to invest every month and want to calculate corpus amount.
SIP (Systematic Investment Plan) is a process of disciplined investment of a certain amount on a pre-decided date in a specific mutual fund scheme, regularly.
SWP will start at the age of
The percentage return on investments expected to be earned during investment period.
SWP will continue till the age of
Step Up SIP is a facility wherein an investor who has enrolled for SIP, has an option to increase the amount of the SIP Installment by a fixed amount at pre-defined intervals. Thus, this facility enhances the flexibility of the investor to invest higher amounts during the tenure of the SIP.
- The idea is to park your one time investments in liquid fund and then systematically transfer (STP) it to equity fund to ensure that volatility is minimized
- The STP period should ideally be 1 to 5 years
- The idea is to transfer the corpus created from equity fund to debt fund and then systematically withdraw (SWP) it to ensure volatility is minimized and your expense requirements during retirement are met.
Satish Shah ( 40 YEARS )
You will receive monthly amount ₹ 1,000,000 from the age of 1 years to 1 years
You will also get your initial investment amount of ₹ 1,000,000 in back at the age of 1 years .
Corpus Created Before SWP Starts
Monthly Amount You Get
Total Amount You Get
Calculators and financial tools are designed to assist you in determining the appropriate amount. These calculators alone are not sufficient and should not be used for the development or implementation of of an investment strategy. There is no warranty about the accuracy of the calculators / reckoners. The examples do not purport to represent the performance of any security or investments. The recipient is advised to consult his or her advisor / tax consultant prior to arriving at any investment decision.