Benchmark SWP Calculator - NIFTY 50 TRI
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Systematic Withdrawal Plan Calculator

Scheme Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on 12-02-2024 Return (%)
NIFTY 50 TRI 20-08-2016 to 24-02-2024 90 270000.0 2249763.75 14.27

NIFTY 50 TRI

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
22-08-2016 11611.02 86.1251 86.12507772788264 1000000.0 1000000.0 0 0 1000000.0
12-09-2016 11737.0 0.2556 85.86947578530788 -3000.0 997000.0 32.2 21 1007850.04
10-10-2016 11729.75 0.2558 85.61371585862572 -3000.0 994000.0 30.37 49 1004227.48
10-11-2016 11498.79 0.2609 85.3528188425049 -3000.0 991000.0 -29.28 80 981454.14
12-12-2016 11020.15 0.2722 85.08059024307568 -3000.0 988000.0 -160.85 112 937600.87
10-01-2017 11179.04 0.2684 84.81223088484813 -3000.0 985000.0 -115.93 141 948119.32
10-02-2017 11866.82 0.2528 84.55942516267488 -3000.0 982000.0 64.67 172 1003451.48
10-03-2017 12066.4 0.2486 84.31080088368529 -3000.0 979000.0 113.22 200 1017327.85
10-04-2017 12417.07 0.2416 84.06919799347045 -3000.0 976000.0 194.74 231 1043893.12
10-05-2017 12723.6 0.2358 83.8334156677136 -3000.0 973000.0 262.33 261 1066662.85
12-06-2017 13037.83 0.2301 83.60331602689914 -3000.0 970000.0 328.31 294 1090005.82
10-07-2017 13278.81 0.2259 83.37739216775815 -3000.0 967000.0 376.79 322 1107152.55
10-08-2017 13377.05 0.2243 83.1531274756175 -3000.0 964000.0 396.06 353 1112343.54
11-09-2017 13646.37 0.2198 82.93328879324262 -3000.0 961000.0 447.45 385 1131738.34
10-10-2017 13663.44 0.2196 82.71372475958785 -3000.0 958000.0 450.64 414 1130154.02
10-11-2017 14096.45 0.2128 82.50090521991652 -3000.0 955000.0 528.95 445 1162969.89
11-12-2017 14097.29 0.2128 82.28809836129334 -3000.0 952000.0 529.1 476 1160039.19
10-01-2018 14520.56 0.2066 82.0814947592284 -3000.0 949000.0 601.12 506 1191869.27
12-02-2018 14412.46 0.2082 81.87334153625329 -3000.0 946000.0 583.13 539 1179996.26
12-03-2018 14260.92 0.2104 81.66297642656892 -3000.0 943000.0 557.45 567 1164589.17
10-04-2018 14261.15 0.2104 81.45261470959659 -3000.0 940000.0 557.49 596 1161607.96
10-05-2018 14693.55 0.2042 81.24844349161319 -3000.0 937000.0 629.36 626 1193828.07
11-06-2018 14821.8 0.2024 81.04603892536618 -3000.0 934000.0 649.88 658 1201248.18
10-07-2018 15081.6 0.1989 80.8471210386698 -3000.0 931000.0 690.36 687 1219303.94
10-08-2018 15776.32 0.1902 80.65696262403318 -3000.0 928000.0 792.07 718 1272470.05
10-09-2018 15813.26 0.1897 80.46724842215451 -3000.0 925000.0 797.22 749 1272449.52
10-10-2018 14463.71 0.2074 80.25983275909158 -3000.0 922000.0 591.69 779 1160854.95
12-11-2018 14513.12 0.2067 80.05312324383918 -3000.0 919000.0 599.89 812 1161820.58
10-12-2018 14521.73 0.2066 79.84653628760188 -3000.0 916000.0 601.31 840 1159509.84
10-01-2019 14992.23 0.2001 79.64643263390927 -3000.0 913000.0 676.59 871 1194077.64
11-02-2019 15100.61 0.1987 79.4477651628601 -3000.0 910000.0 693.27 903 1199709.72
11-03-2019 15500.61 0.1935 79.25422439252912 -3000.0 907000.0 752.79 931 1228488.82
10-04-2019 16091.08 0.1864 79.06778569481585 -3000.0 904000.0 835.26 961 1272286.07
10-05-2019 15670.18 0.1914 78.87633926599372 -3000.0 901000.0 777.11 991 1236006.43
10-06-2019 16590.99 0.1808 78.69551822999767 -3000.0 898000.0 900.48 1,022 1305636.56
10-07-2019 16035.44 0.1871 78.5084326246136 -3000.0 895000.0 827.75 1,052 1258917.26
13-08-2019 15289.35 0.1962 78.312217612203 -3000.0 892000.0 721.74 1,086 1197342.9
11-09-2019 15457.9 0.1941 78.1181420909485 -3000.0 889000.0 746.59 1,115 1207542.43
10-10-2019 15736.44 0.1906 77.92750176823256 -3000.0 886000.0 786.47 1,144 1226301.46
11-11-2019 16717.75 0.1794 77.74805178243902 -3000.0 883000.0 916.4 1,176 1299772.49
10-12-2019 16638.94 0.1803 77.56775183544721 -3000.0 880000.0 906.53 1,205 1290645.17
10-01-2020 17201.08 0.1744 77.39334418197429 -3000.0 877000.0 974.95 1,236 1331249.1
10-02-2020 16887.86 0.1776 77.21570178086485 -3000.0 874000.0 937.39 1,267 1304007.96
11-03-2020 14694.31 0.2042 77.01154112275977 -3000.0 871000.0 629.49 1,297 1131631.46
13-04-2020 12663.31 0.2369 76.77463623770207 -3000.0 868000.0 249.29 1,330 972221.02
11-05-2020 13011.35 0.2306 76.54406831046931 -3000.0 865000.0 322.87 1,358 995941.66
10-06-2020 14260.91 0.2104 76.33370305327324 -3000.0 862000.0 557.44 1,388 1088588.07
10-07-2020 15204.13 0.1973 76.1363882447311 -3000.0 859000.0 708.97 1,418 1157587.54
10-08-2020 15931.97 0.1883 75.94808761398674 -3000.0 856000.0 813.64 1,449 1210002.65
10-09-2020 16201.44 0.1852 75.76291888824385 -3000.0 853000.0 850 1,480 1227468.38
12-10-2020 16883.84 0.1777 75.5852341909238 -3000.0 850000.0 936.9 1,512 1276169.0
10-11-2020 17913.4 0.1675 75.4177617959569 -3000.0 847000.0 1,055.47 1,541 1350988.53
10-12-2020 19114.96 0.1569 75.2608166597913 -3000.0 844000.0 1,177.71 1,571 1438607.5
11-01-2021 20546.74 0.146 75.11480809590233 -3000.0 841000.0 1,304.69 1,603 1543364.43
10-02-2021 21436.44 0.1399 74.97485948503224 -3000.0 838000.0 1,375.05 1,633 1607194.08
10-03-2021 21565.72 0.1391 74.83574982395902 -3000.0 835000.0 1,384.79 1,661 1613886.83
12-04-2021 20348.99 0.1474 74.68832235950009 -3000.0 832000.0 1,288.22 1,694 1519831.92
10-05-2021 21253.8 0.1412 74.54717113007288 -3000.0 829000.0 1,361.09 1,722 1584410.67
10-06-2021 22448.94 0.1336 74.41353453075016 -3000.0 826000.0 1,448.34 1,753 1670504.97
12-07-2021 22424.39 0.1338 74.2797516274025 -3000.0 823000.0 1,446.64 1,785 1665678.12
10-08-2021 23300.36 0.1288 74.15099825191818 -3000.0 820000.0 1,505.04 1,814 1727744.95
13-09-2021 24858.12 0.1207 74.03031334091123 -3000.0 817000.0 1,598.73 1,848 1840254.41
11-10-2021 25704.1 0.1167 73.91360044296889 -3000.0 814000.0 1,644.84 1,876 1899882.58
10-11-2021 25839.47 0.1161 73.79749899042362 -3000.0 811000.0 1,651.94 1,906 1906888.26
10-12-2021 25126.24 0.1194 73.67810189798162 -3000.0 808000.0 1,613.68 1,936 1851253.67
10-01-2022 25840.62 0.1161 73.56200561236618 -3000.0 805000.0 1,652 1,967 1900887.83
10-02-2022 25290.42 0.1186 73.44338362032335 -3000.0 802000.0 1,622.68 1,998 1857414.02
10-03-2022 23866.77 0.1257 73.31768584052323 -3000.0 799000.0 1,540.52 2,026 1749856.34
11-04-2022 25422.81 0.118 73.1996815758491 -3000.0 796000.0 1,629.85 2,058 1860941.6
10-05-2022 23365.81 0.1284 73.07128885160799 -3000.0 793000.0 1,509.23 2,087 1707369.85
10-06-2022 23408.59 0.1282 72.94313076946806 -3000.0 790000.0 1,511.95 2,118 1707495.84
11-07-2022 23468.14 0.1278 72.8152978862485 -3000.0 787000.0 1,515.73 2,149 1708839.6
10-08-2022 25431.92 0.118 72.69733589203021 -3000.0 784000.0 1,630.34 2,179 1848832.83
12-09-2022 26043.69 0.1152 72.58214484191404 -3000.0 781000.0 1,662.51 2,212 1890306.88
10-10-2022 25034.02 0.1198 72.46230791600283 -3000.0 778000.0 1,608.57 2,240 1814022.87
10-11-2022 26214.31 0.1144 72.34786660513102 -3000.0 775000.0 1,671.22 2,271 1896549.4
12-12-2022 26896.21 0.1115 72.2363267264641 -3000.0 772000.0 1,704.91 2,303 1942883.41
10-01-2023 26048.47 0.1152 72.1211568143733 -3000.0 769000.0 1,662.76 2,332 1878645.79
10-02-2023 25971.23 0.1155 72.0056443800373 -3000.0 766000.0 1,658.78 2,363 1870075.15
10-03-2023 25343.09 0.1184 71.8872689175345 -3000.0 763000.0 1,625.54 2,391 1821845.53
10-04-2023 25650.73 0.117 71.77031318177181 -3000.0 760000.0 1,642.02 2,422 1840960.93
10-05-2023 26667.11 0.1125 71.65781505205322 -3000.0 757000.0 1,693.78 2,452 1910906.84
12-06-2023 27182.55 0.1104 71.54745013043991 -3000.0 754000.0 1,718.55 2,485 1944842.14
10-07-2023 28304.66 0.106 71.44146051600893 -3000.0 751000.0 1,769.35 2,513 2022126.25
10-08-2023 28638.92 0.1048 71.33670796249085 -3000.0 748000.0 1,783.72 2,544 2043006.27
11-09-2023 29333.0 0.1023 71.23443407301482 -3000.0 745000.0 1,812.5 2,576 2089519.65
10-10-2023 28883.35 0.1039 71.13056800484752 -3000.0 742000.0 1,794.01 2,605 2054489.09
10-11-2023 28539.24 0.1051 71.02544957842831 -3000.0 739000.0 1,779.47 2,636 2027012.35
11-12-2023 30854.9 0.0972 70.92822028907719 -3000.0 736000.0 1,871.07 2,667 2188483.14
10-01-2024 31768.3 0.0944 70.83378652963775 -3000.0 733000.0 1,903.53 2,697 2250268.98
12-02-2024 31803.52 0.0943 70.73945734846535 -3000.0 730000.0 1,904.74 2,730 2249763.75

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