SWP calculator

Draw a monthly income from a corpus while the rest stays invested. See what is left each year — and whether it lasts.

% per year
20 years

The withdrawal is taken at the end of each month, after that month's growth. Returns are assumed constant.

Balance at the end

₹1,00,09,152

Track this in MyX
Total withdrawn
₹72,00,000
Corpus lasts
the full 20 years

Year by year

Paid inValue
Year 1Year 20 · ₹1,00,09,152

What an SWP is for

A systematic withdrawal plan is the mirror image of a SIP: instead of putting a fixed amount in every month, you take a fixed amount out, and whatever is left stays invested. It is the standard way to convert a retirement corpus into a monthly income without selling everything on day one.

The tension is simple. If the withdrawal is smaller than the growth, the corpus keeps rising and the income is effectively permanent. If it is larger, you are eating into capital and there is a date on which it ends — this calculator tells you which of those you are doing, and if it is the second, when.

The withdrawal rate that survives

As a rough guide, withdrawing about 4% of the starting corpus a year has historically survived a 30-year retirement in most market conditions. On ₹50 lakh that is a little under ₹17,000 a month. Anything much above that and the outcome depends heavily on what markets do in the first few years — the sequence of returns, not just the average.

The chart plots the balance, not the withdrawals, precisely so a corpus heading for zero is visible long before it gets there.

Common questions

It is different. An FD pays a contractual rate and returns your capital intact; an SWP takes market risk in exchange for a corpus that can grow while paying you. In a bad first decade an SWP can leave you materially worse off, which is the risk the FD does not carry.