SWP Returns - Annual Increase

Systematic Withdrawal Plan Calculator
Scheme Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%)
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 20-07-2012 to 11-05-2021 106 147,600 106,680 17.37
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH
Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
20-07-2012 48.36 2,067.8246 2,067.8246 100,000 100,000 0 0 100,000
20-07-2012 48.36 20.6782 2,047.1464 -1,000 99,000 0 0 99,000
21-08-2012 49.96 20.016 2,027.1304 -1,000 98,000 32.03 32 101,275
20-09-2012 51.45 19.4363 2,007.694 -1,000 97,000 60.06 62 103,296
22-10-2012 53.83 18.577 1,989.117 -1,000 96,000 101.62 94 107,074
20-11-2012 55.72 17.9469 1,971.1702 -1,000 95,000 132.09 123 109,834
20-12-2012 59.16 16.9033 1,954.2669 -1,000 94,000 182.56 153 115,614
21-01-2013 60.68 16.4799 1,937.787 -1,000 93,000 203.03 185 117,585
20-02-2013 58.8041 17.0056 1,920.7813 -1,000 92,000 177.61 215 112,950
20-03-2013 54.3702 18.3924 1,902.3889 -1,000 91,000 110.54 243 103,433
22-04-2013 54.9906 18.1849 1,884.204 -1,000 90,000 120.58 276 103,614
20-05-2013 58.3247 17.1454 1,867.0586 -1,000 89,000 170.85 304 108,896
20-06-2013 53.2085 18.794 1,848.2646 -1,000 88,000 91.12 335 98,343
22-07-2013 52.9979 20.7555 1,827.5091 -1,100 86,900 96.26 367 96,854
20-08-2013 48.2392 22.803 1,804.706 -1,100 85,800 -2.75 396 87,058
20-09-2013 50.0624 21.9726 1,782.7335 -1,100 84,700 37.41 427 89,248
21-10-2013 51.3673 21.4144 1,761.3191 -1,100 83,600 64.4 458 90,474
20-11-2013 53.0409 20.7387 1,740.5803 -1,100 82,500 97.08 488 92,322
20-12-2013 54.8431 20.0572 1,720.5231 -1,100 81,400 130.03 518 94,359
20-01-2014 56.001 19.6425 1,700.8806 -1,100 80,300 150.09 549 95,251
20-02-2014 54.2698 20.2691 1,680.6115 -1,100 79,200 119.79 580 91,206
20-03-2014 57.1939 19.2328 1,661.3787 -1,100 78,100 169.9 608 95,021
21-04-2014 60.9199 18.0565 1,643.3222 -1,100 77,000 226.79 640 100,111
20-05-2014 64.4093 17.0783 1,626.2439 -1,100 75,900 274.09 669 104,745
20-06-2014 70.3686 15.632 1,610.6119 -1,100 74,800 344.04 700 113,337
21-07-2014 76.6352 15.6586 1,594.9533 -1,200 73,600 442.75 731 122,230
20-08-2014 77.715 15.441 1,579.5123 -1,200 72,400 453.27 761 122,752
22-09-2014 82.7618 14.4994 1,565.0129 -1,200 71,200 498.81 794 129,523
20-10-2014 79.9367 15.0119 1,550.001 -1,200 70,000 474.03 822 123,902
20-11-2014 85.8254 13.9819 1,536.0191 -1,200 68,800 523.84 853 131,829
22-12-2014 86.7882 13.8268 1,522.1923 -1,200 67,600 531.34 885 132,108
20-01-2015 92.5487 12.9661 1,509.2262 -1,200 66,400 572.96 914 139,677
20-02-2015 93.8828 12.7819 1,496.4443 -1,200 65,200 581.87 945 140,490
20-03-2015 91.4771 13.118 1,483.3263 -1,200 64,000 565.61 973 135,690
20-04-2015 91.4502 13.1219 1,470.2044 -1,200 62,800 565.43 1,004 134,450
20-05-2015 89.8799 13.3511 1,456.8532 -1,200 61,600 554.34 1,034 130,942
22-06-2015 87.8437 13.6606 1,443.1926 -1,200 60,400 539.37 1,067 126,775
20-07-2015 92.1516 14.1072 1,429.0854 -1,300 59,100 617.78 1,095 131,693
20-08-2015 94.6876 13.7294 1,415.3561 -1,300 57,800 636.05 1,126 134,017
21-09-2015 90.1684 14.4175 1,400.9386 -1,300 56,500 602.77 1,158 126,320
20-10-2015 93.3735 13.9226 1,387.016 -1,300 55,200 626.7 1,187 129,511
20-11-2015 91.7559 14.168 1,372.848 -1,300 53,900 614.83 1,218 125,967
21-12-2015 91.0941 14.271 1,358.577 -1,300 52,600 609.86 1,249 123,758
20-01-2016 85.3181 15.2371 1,343.3399 -1,300 51,300 563.13 1,279 114,611
22-02-2016 84.9292 15.3069 1,328.0331 -1,300 50,000 559.76 1,312 112,789
21-03-2016 89.5089 14.5237 1,313.5094 -1,300 48,700 597.63 1,340 117,571
20-04-2016 94.3777 13.7744 1,299.7349 -1,300 47,400 633.87 1,370 122,666
20-05-2016 93.4358 13.9133 1,285.8216 -1,300 46,100 627.15 1,400 120,142
20-06-2016 95.7611 13.5754 1,272.2462 -1,300 44,800 643.49 1,431 121,832
20-07-2016 101.0284 13.8575 1,258.3887 -1,400 43,400 729.85 1,461 127,133
22-08-2016 103.8098 13.4862 1,244.9025 -1,400 42,000 747.81 1,494 129,233
20-09-2016 105.9547 13.2132 1,231.6893 -1,400 40,600 761.01 1,523 130,503
20-10-2016 105.7991 13.2326 1,218.4567 -1,400 39,200 760.07 1,553 128,912
21-11-2016 97.0397 14.4271 1,204.0296 -1,400 37,800 702.31 1,585 116,839
20-12-2016 97.223 14.3999 1,189.6297 -1,400 36,400 703.62 1,614 115,659
20-01-2017 98.1063 14.2702 1,175.3595 -1,400 35,000 709.89 1,645 115,310
20-02-2017 103.2869 13.5545 1,161.805 -1,400 33,600 744.51 1,676 119,999
20-03-2017 105.3606 13.2877 1,148.5173 -1,400 32,200 757.41 1,704 121,008
20-04-2017 109.2282 12.8172 1,135.7001 -1,400 30,800 780.16 1,735 124,050
22-05-2017 108.8377 12.8632 1,122.8369 -1,400 29,400 777.94 1,767 122,207
20-06-2017 114.3824 12.2396 1,110.5972 -1,400 28,000 808.09 1,796 127,033
20-07-2017 118.0373 12.7078 1,097.8894 -1,500 26,500 885.45 1,826 129,592
21-08-2017 114.7579 13.071 1,084.8184 -1,500 25,000 867.89 1,858 124,491
20-09-2017 123.3766 12.1579 1,072.6605 -1,500 23,500 912.04 1,888 132,341
23-10-2017 122.205 12.2745 1,060.386 -1,500 22,000 906.41 1,921 129,584
20-11-2017 128.7282 11.6525 1,048.7336 -1,500 20,500 936.49 1,949 135,002
20-12-2017 135.7144 11.0526 1,037.681 -1,500 19,000 965.5 1,979 140,828
22-01-2018 140.0659 10.7092 1,026.9717 -1,500 17,500 982.1 2,012 143,844
20-02-2018 131.0805 11.4433 1,015.5284 -1,500 16,000 946.6 2,041 133,116
20-03-2018 129.1901 11.6108 1,003.9176 -1,500 14,500 938.5 2,069 129,696
20-04-2018 137.2636 10.9279 992.9897 -1,500 13,000 971.53 2,100 136,301
21-05-2018 135.0582 11.1063 981.8834 -1,500 11,500 962.9 2,131 132,611
20-06-2018 133.8496 11.2066 970.6768 -1,500 10,000 958.05 2,161 129,925
20-07-2018 132.2944 12.0942 958.5825 -1,600 8,400 1,015.12 2,191 126,815
20-08-2018 138.775 11.5295 947.0531 -1,600 6,800 1,042.44 2,222 131,427
21-09-2018 133.8682 11.9521 935.101 -1,600 5,200 1,022 2,254 125,180
22-10-2018 121.0186 13.2211 921.8799 -1,600 3,600 960.63 2,285 111,565
20-11-2018 126.8661 12.6117 909.2682 -1,600 2,000 990.1 2,314 115,355
20-12-2018 132.4657 12.0786 897.1896 -1,600 400 1,015.88 2,344 118,847
21-01-2019 130.2733 12.2819 884.9077 -1,600 -1,200 1,006.05 2,376 115,280
20-02-2019 127.6736 12.532 872.3758 -1,600 -2,800 993.95 2,406 111,379
20-03-2019 137.9276 11.6003 860.7755 -1,600 -4,400 1,039.01 2,434 118,725
22-04-2019 140.9565 11.351 849.4245 -1,600 -6,000 1,051.06 2,467 119,732
20-05-2019 143.4147 11.1565 838.268 -1,600 -7,600 1,060.47 2,495 120,220
20-06-2019 143.4336 11.155 827.113 -1,600 -9,200 1,060.54 2,526 118,636
22-07-2019 140.6877 12.0835 815.0295 -1,700 -10,900 1,115.64 2,558 114,665
20-08-2019 135.0773 12.5854 802.4441 -1,700 -12,600 1,091.37 2,587 108,392
20-09-2019 140.9978 12.0569 790.3872 -1,700 -14,300 1,116.93 2,618 111,443
22-10-2019 147.5129 11.5244 778.8628 -1,700 -16,000 1,142.68 2,650 114,892
20-11-2019 152.5825 11.1415 767.7213 -1,700 -17,700 1,161.2 2,679 117,141
20-12-2019 153.398 11.0823 756.639 -1,700 -19,400 1,164.06 2,709 116,067
20-01-2020 157.8409 10.7703 745.8686 -1,700 -21,100 1,179.15 2,740 117,729
20-02-2020 162.4939 10.4619 735.4067 -1,700 -22,800 1,194.06 2,771 119,499
20-03-2020 124.1892 13.6888 721.7179 -1,700 -24,500 1,038.01 2,800 89,630
20-04-2020 127.9854 13.2828 708.4352 -1,700 -26,200 1,057.65 2,831 90,669
20-05-2020 124.0155 13.708 694.7272 -1,700 -27,900 1,037.08 2,861 86,157
22-06-2020 137.2547 12.3857 682.3415 -1,700 -29,600 1,101.03 2,894 93,655
20-07-2020 141.9908 12.6769 669.6646 -1,800 -31,400 1,186.95 2,922 95,086
20-08-2020 147.4125 12.2106 657.4539 -1,800 -33,200 1,209.49 2,953 96,917
21-09-2020 143.4576 12.5473 644.9067 -1,800 -35,000 1,193.21 2,985 92,517
20-10-2020 146.0267 12.3265 632.5802 -1,800 -36,800 1,203.89 3,014 92,374
20-11-2020 164.2228 10.9607 621.6195 -1,800 -38,600 1,269.94 3,045 102,084
21-12-2020 170.5737 10.5526 611.0668 -1,800 -40,400 1,289.68 3,076 104,232
20-01-2021 179.948 10.0029 601.0639 -1,800 -42,200 1,316.26 3,106 108,160
22-02-2021 187.0535 9.6229 591.441 -1,800 -44,000 1,334.64 3,139 110,631
22-03-2021 185.5841 9.6991 581.7419 -1,800 -45,800 1,330.95 3,167 107,962
20-04-2021 186.4742 9.6528 572.0891 -1,800 -47,600 1,333.19 3,196 106,680