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!

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Monthly SIP Amount

You know your goal and want to calculate monthly amount required to achieve that goal.

Corpus Amount

You know amount you wish to invest every month and want to calculate corpus amount.

SIP

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.


Gender:
Male

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Experts Suggest

  • 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

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Experts Suggest

  • 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  )

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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

₹ 20,815

Monthly Amount You Get

₹ 20,815

Total Amount You Get

₹ 20,815

SWP will start at the age of 60 years
SWP will continue till the age of 85 years
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UTI Multi Asset Fund

NAV ₹ 33.1209
Return:
1 year: ^-1.02%
5 year: ^7.18%%
sip-final-page-image
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Disclaimer

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.