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Mutual Fund SWP Calculator

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Mutual Fund SWP Calculator - SBI Magnum Income Fund-Regular Plan-Growth
OR
Systematic Withdrawal Plan Calculator
Scheme Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on 11-09-2019 Return (%)
SBI Magnum Income Fund-Regular Plan-Growth 20-08-2016 to 25-05-2024 37 111000.0 834.92 7.56
SBI Magnum Income Fund-Regular Plan-Growth
Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
22-08-2016 37.7994 2645.544638274682 2645.544638274682 100000.0 100000.0 0.0 0 100000.0
12-09-2016 38.0972 78.74594458385393 2566.798693690828 -3000.0 97000.0 23.45054229707188 21 97787.84
10-10-2016 38.7143 77.49074631337774 2489.30794737745 -3000.0 94000.0 70.89628380210952 49 96371.81
10-11-2016 38.9432 77.0352718831529 2412.2726754942973 -3000.0 91000.0 88.1129439799502 80 93941.62
13-12-2016 39.6656 75.63228591020935 2336.640389584088 -3000.0 88000.0 141.14497196563264 113 92684.24
10-01-2017 39.896 75.19550832163625 2261.444881262452 -3000.0 85000.0 157.65490274714273 141 90222.6
10-02-2017 39.7239 75.52128567436732 2185.9235955880845 -3000.0 82000.0 145.34071428032004 172 86833.41
10-03-2017 39.6226 75.7143650340967 2110.2092305539877 -3000.0 79000.0 138.0424303301651 200 83611.98
10-04-2017 40.239 74.55453664355477 2035.654693910433 -3000.0 76000.0 181.88324759561613 231 81912.71
11-05-2017 40.543 73.99551093900304 1961.65918297143 -3000.0 73000.0 203.0140838122488 262 79531.55
12-06-2017 41.3604 72.53314764847535 1889.1260353229547 -3000.0 70000.0 258.2905387762207 294 78135.01
10-07-2017 41.5595 72.18566152143313 1816.9403738015217 -3000.0 67000.0 271.42530588674083 322 75511.13
10-08-2017 41.8667 71.65599390446344 1745.2843798970582 -3000.0 64000.0 291.4464240076244 353 73069.3
11-09-2017 42.028 71.3809841058342 1673.903395791224 -3000.0 61000.0 301.8416293899305 385 70350.81
10-10-2017 41.9728 71.47485990927458 1602.4285358819495 -3000.0 58000.0 298.29318034536664 414 67258.41
10-11-2017 42.0677 71.31362066383473 1531.114915218115 -3000.0 55000.0 304.387927079446 445 64410.48
11-12-2017 42.0768 71.29819758156513 1459.8167176365498 -3000.0 52000.0 304.9709103353867 476 61424.42
10-01-2018 41.9576 71.50075314126643 1388.3159644952834 -3000.0 49000.0 297.31443171201414 506 58250.41
12-02-2018 41.9895 71.44643303683064 1316.8695314584527 -3000.0 46000.0 299.36769906762413 539 55294.69
12-03-2018 42.028 71.3809841058342 1245.4885473526185 -3000.0 43000.0 301.8416293899305 567 52345.39
10-04-2018 42.5902 70.43873942831918 1175.0498079242993 -3000.0 40000.0 337.45791285319183 596 50045.61
10-05-2018 42.1594 71.15850794840534 1103.891299975894 -3000.0 37000.0 310.25109465504727 626 46539.39
11-06-2018 41.9126 71.57752084098816 1032.3137791349059 -3000.0 34000.0 294.41265872315245 658 43266.95
10-07-2018 42.2872 70.94345333812596 961.3703257967799 -3000.0 31000.0 318.3800298908417 687 40653.66
10-08-2018 42.8173 70.06513722257125 891.3051885742086 -3000.0 28000.0 351.5798520691406 718 38163.28
10-09-2018 42.4593 70.65589870770361 820.649289866505 -3000.0 25000.0 329.2494223880281 749 34844.19
10-10-2018 42.6645 70.31607073796717 750.3332191285378 -3000.0 22000.0 342.09471574728394 779 32012.59
12-11-2018 43.0634 69.66472689104901 680.6684922374889 -3000.0 19000.0 366.7151223544822 812 29311.9
10-12-2018 43.5708 68.85345231209894 611.8150399253899 -3000.0 16000.0 397.3808146740478 840 26657.27
10-01-2019 43.8804 68.36765389558892 543.447386029801 -3000.0 13000.0 415.74370333907643 871 23846.69
11-02-2019 44.0967 68.03230173686467 475.41508429293634 -3000.0 10000.0 428.4198137275579 903 20964.24
11-03-2019 44.4636 67.47092003346557 407.94416425947077 -3000.0 7000.0 449.63970528702134 931 18138.67
10-04-2019 44.7957 66.97071370689598 340.9734505525748 -3000.0 4000.0 468.54720430755617 961 15274.14
10-05-2019 44.8818 66.84223894763579 274.131211604939 -3000.0 1000.0 473.4034731227357 991 12303.5
10-06-2019 45.87 65.40222367560497 208.728987929334 -3000.0 -2000.0 527.8351863963375 1,022 9574.4
10-07-2019 46.778 64.13271195861303 144.59627597072097 -3000.0 -5000.0 575.821967591603 1,052 6763.92
13-08-2019 47.0706 63.7340505538489 80.86222541687206 -3000.0 -8000.0 590.891129494844 1,086 3806.23
11-09-2019 47.4253 63.25737528281318 17.604850134058886 -3000.0 -11000.0 608.9091687348315 1,115 834.92

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.