Mutual Fund SIP and SWP Calculator

The Information World | Finance Desk

SIP and SWP Calculator

Work out what a mutual fund investment plan or withdrawal plan is really worth - in rupees, over time, with a full year-by-year breakdown. No sign-up, no spreadsheet.

Est. 2010 | Mutual Fund Tools Desk

SIP Calculator

Systematic Investment Plan

Investment amount

Investment frequency

Expected return rate (% p.a.)

%

Time period (years)

yr

Invested amount-

Estimated returns-

Total value at maturity

-

Wealth gain multiple

-

Calculated
Verified

-

Growth over time

How your invested capital and returns build up year on year.

Year-wise growth ledger

Opening-to-closing breakup for every year of the plan.

Year	Invested Amount	Est. Returns	Total Value

SWP Calculator

Systematic Withdrawal Plan

Initial investment

Expected return rate (% p.a.)

%

Withdrawal frequency

Withdrawal amount

Total withdrawn-

Remaining balance-

Portfolio survival period

-

Total interest earned

-

Calculated
Verified

-

Balance over time

How your remaining corpus moves as withdrawals and interest offset each other.

Year-wise withdrawal ledger

Opening balance, withdrawals, interest and closing balance for every year.

Year	Opening Balance	Withdrawn	Interest Earned	Closing Balance

Frequently asked questions

Short, plain-English answers - everything most people ask before they invest.

This calculator is an educational estimate. It assumes a constant rate of return, which real mutual funds never deliver year to year - actual returns vary and are not guaranteed. It does not account for expense ratios, exit loads, or taxes. Please read all scheme-related documents carefully, or speak with a SEBI-registered investment adviser, before investing.