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SWP with Annual Increase - Mirae Asset Large Cap Gr

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Systematic Withdrawal Plan Calculator

Scheme AMC Name Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%) as on
Mirae Asset Large Cap Gr | Invest Online MiraeMF 20-07-2012 to 07-12-2024 149 272303.5470901251 41846.65 18.2

Mirae Asset Large Cap Gr

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
20-07-2012 16.07 6223.162611239032 6223.162611239032 100000.0 100000.0 0.00 0 100000.0
20-07-2012 16.07 62.23162611239032 6160.930985126642 -1000.0 99000.0 0.00 0 99000.0
21-08-2012 16.61 60.19020103527146 6100.74078409137 -1000.0 98000.0 32.80 32 101357.71
20-09-2012 17.18 58.20721769499418 6042.533566396376 -1000.0 97000.0 64.67 62 103810.73
22-10-2012 17.76 56.31899076368551 5986.214575632691 -1000.0 96000.0 95.01 94 106291.23
20-11-2012 17.42 57.418465778594395 5928.796109854096 -1000.0 95000.0 77.34 123 103255.91
20-12-2012 18.57 53.85319618719371 5874.942913666902 -1000.0 94000.0 134.63 153 109091.81
21-01-2013 19.23 52.01560468140442 5822.927308985498 -1000.0 93000.0 164.16 185 111945.78
20-02-2013 18.43 54.25935973955507 5768.6679492459425 -1000.0 92000.0 128.11 215 106316.55
20-03-2013 17.51 57.097179399337676 5711.570769846605 -1000.0 91000.0 82.51 243 100032.45
22-04-2013 18.01 55.533959015938244 5656.036810830667 -1000.0 90000.0 107.62 276 101848.25
20-05-2013 18.82 53.14625850340136 5602.890552327265 -1000.0 89000.0 145.99 304 105423.99
20-06-2013 17.41 57.43165632896853 5545.458895998297 -1000.0 88000.0 77.13 335 96557.53
22-07-2013 18.24 60.30040565727442 5485.158490341022 -1100.0 86900.0 131.03 367 100060.26
20-08-2013 16.79 65.5307994757536 5419.627690865269 -1100.0 85800.0 46.99 396 90973.87
20-09-2013 18.29 60.15202056105431 5359.475670304215 -1100.0 84700.0 133.42 427 98008.73
21-10-2013 19.13 57.50130684788291 5301.974363456332 -1100.0 83600.0 176.01 458 101426.77
20-11-2013 19.48 56.462375526126685 5245.511987930206 -1100.0 82500.0 192.71 488 102193.06
20-12-2013 20.22 54.40158259149357 5191.110405338712 -1100.0 81400.0 225.82 518 104964.25
20-01-2014 20.30 54.19787150177375 5136.912533836938 -1100.0 80300.0 229.09 549 104258.78
20-02-2014 20.08 54.76996614220275 5082.142567694735 -1100.0 79200.0 219.90 580 102069.75
20-03-2014 21.24 51.78176340441558 5030.360804290319 -1100.0 78100.0 267.92 608 106859.95
21-04-2014 22.52 48.85631801021541 4981.504486280103 -1100.0 77000.0 314.93 640 112158.57
20-05-2014 24.47 44.95667811018473 4936.547808169918 -1100.0 75900.0 377.59 669 120787.45
20-06-2014 26.00 42.315829967301404 4894.231978202617 -1100.0 74800.0 420.03 700 127225.56
21-07-2014 27.01 44.79490596771805 4849.437072234899 -1210.0 73590.0 490.19 731 130992.99
20-08-2014 27.98 43.24362960580394 4806.1934426290945 -1210.0 72380.0 515.12 761 134482.1
22-09-2014 29.61 40.8645727794664 4765.328869849628 -1210.0 71170.0 553.35 794 141101.39
20-10-2014 28.68 42.19115031904878 4723.1377195305795 -1210.0 69960.0 532.03 822 135454.87
20-11-2014 30.84 39.23730462416499 4683.900414906415 -1210.0 68750.0 579.50 853 144442.12
22-12-2014 30.89 39.17759430144083 4644.722820604974 -1210.0 67540.0 580.46 885 143452.26
20-01-2015 32.45 37.292732540220676 4607.430088064753 -1210.0 66330.0 610.74 914 149492.68
20-02-2015 33.07 36.5901599685506 4570.839928096203 -1210.0 65120.0 622.03 945 151153.11
20-03-2015 32.71 36.99513865533372 4533.844789440869 -1210.0 63910.0 615.53 973 148288.46
20-04-2015 32.16 37.62671807948255 4496.218071361386 -1210.0 62700.0 605.38 1,004 144589.38
20-05-2015 32.19 37.58814575502469 4458.629925606361 -1210.0 61490.0 606.00 1,034 143527.76
22-06-2015 32.39 37.36066940439065 4421.26925620197 -1210.0 60280.0 609.65 1,067 143191.65
20-07-2015 33.88 39.285714285714285 4381.9835419162555 -1331.0 58949.0 699.72 1,095 148461.6
20-08-2015 33.80 39.376368262233 4342.6071736540225 -1331.0 57618.0 698.26 1,126 146788.81
21-09-2015 32.04 41.54700961418404 4301.060164039838 -1331.0 56287.0 663.38 1,158 137788.76
20-10-2015 33.20 40.086739150076795 4260.973424889761 -1331.0 54956.0 686.85 1,187 141477.1
20-11-2015 31.78 41.87905103517714 4219.094373854584 -1331.0 53625.0 658.05 1,218 134091.26
21-12-2015 31.92 41.69799498746867 4177.396378867115 -1331.0 52294.0 660.95 1,249 133342.49
20-01-2016 29.47 45.164574143196475 4132.231804723919 -1331.0 50963.0 605.25 1,279 121776.87
22-02-2016 28.71 46.363383029120804 4085.8684216947977 -1331.0 49632.0 585.99 1,312 117297.11
21-03-2016 30.89 43.091168091168086 4042.7772536036296 -1331.0 48301.0 638.57 1,340 124873.3
20-04-2016 31.96 41.64580725907384 4001.1314463445556 -1331.0 46970.0 661.79 1,370 127876.16
20-05-2016 31.55 42.18566764920288 3958.9457786953526 -1331.0 45639.0 653.12 1,400 124908.7
20-06-2016 33.54 39.679227283567855 3919.266551411785 -1331.0 44308.0 693.39 1,431 131467.88
20-07-2016 35.17 41.624495365895264 3877.6420560458896 -1464.1 42843.9 795.24 1,461 136392.18
22-08-2016 36.18 40.470464659866764 3837.171591386023 -1464.1 41379.8 813.78 1,494 138817.36
20-09-2016 36.93 39.64634839827777 3797.525242987745 -1464.1 39915.700000000004 827.02 1,523 140238.81
20-10-2016 37.47 39.07496864074301 3758.450274347002 -1464.1 38451.600000000006 836.20 1,553 140825.37
21-11-2016 34.04 43.011163337250295 3715.4391110097517 -1464.1 36987.50000000001 772.95 1,585 126473.55
20-12-2016 34.49 42.44752406355097 3672.9915869462006 -1464.1 35523.40000000001 782.01 1,614 126688.83
20-01-2017 36.06 40.60515295227001 3632.3864339939305 -1464.1 34059.30000000001 811.62 1,645 130972.96
20-02-2017 38.54 37.989102231447845 3594.3973317624827 -1464.1 32595.20000000001 853.65 1,676 138528.07
20-03-2017 39.46 37.10527649652796 3557.292055265955 -1464.1 31131.100000000013 867.86 1,704 140363.63
20-04-2017 40.23 36.39233426959309 3520.899720996362 -1464.1 29667.000000000015 879.31 1,735 141649.32
22-05-2017 41.36 35.40235999613115 3485.4973610002307 -1464.1 28202.900000000016 895.22 1,767 144146.23
20-06-2017 42.73 34.261577703414225 3451.2357832968164 -1464.1 26738.800000000017 913.55 1,796 147481.66
20-07-2017 43.91 36.674181354465546 3414.561601942351 -1610.51 25128.29000000002 1,021.19 1,826 149947.06
21-08-2017 43.56 36.97052476929434 3377.591077173057 -1610.51 23517.78000000002 1,016.43 1,858 147134.62
20-09-2017 46.02 34.99206952743074 3342.599007645626 -1610.51 21907.270000000022 1,048.22 1,888 153843.12
23-10-2017 45.89 35.09195101756221 3307.5070566280638 -1610.51 20296.760000000024 1,046.62 1,921 151794.73
20-11-2017 47.04 34.23412124819318 3273.2729353798704 -1610.51 18686.250000000025 1,060.40 1,949 153987.85
20-12-2017 47.85 33.65395465468603 3239.6189807251844 -1610.51 17075.740000000027 1,069.72 1,979 155031.97
22-01-2018 49.77 32.361002270580904 3207.2579784546037 -1610.51 15465.230000000027 1,090.50 2,012 159615.61
20-02-2018 46.31 34.7729677210407 3172.485010733563 -1610.51 13854.720000000027 1,051.74 2,041 146933.64
20-03-2018 45.04 35.75653293665771 3136.7284777969053 -1610.51 12244.210000000026 1,035.94 2,069 141281.39
20-04-2018 46.68 34.50033204087316 3102.228145756032 -1610.51 10633.700000000026 1,056.12 2,100 144815.11
21-05-2018 45.76 35.19471153846154 3067.0334342175706 -1610.51 9023.190000000026 1,044.97 2,131 140347.45
20-06-2018 46.98 34.28221720805483 3032.7512170095156 -1610.51 7412.680000000026 1,059.63 2,161 142472.59
20-07-2018 46.94 37.741771235007135 2995.0094457745085 -1771.561 5641.119000000026 1,165.09 2,191 140582.75
20-08-2018 50.33 35.1996065886467 2959.809839185862 -1771.561 3869.5580000000264 1,205.94 2,222 148964.27
21-09-2018 48.77 36.32406553074573 2923.485773655116 -1771.561 2097.9970000000267 1,187.87 2,254 142581.32
22-10-2018 45.16 39.224200154987265 2884.261573500129 -1771.561 326.43600000002675 1,141.27 2,285 130267.67
20-11-2018 47.23 37.510819852629794 2846.750753647499 -1771.561 -1445.1249999999732 1,168.80 2,314 134446.34
20-12-2018 48.52 36.51046947776266 2810.2402841697362 -1771.561 -3216.6859999999733 1,184.87 2,344 136358.48
21-01-2019 48.02 36.888308172826655 2773.3519759969095 -1771.561 -4988.246999999973 1,178.80 2,376 133190.23
20-02-2019 47.00 37.69118335389983 2735.6607926430097 -1771.561 -6759.807999999973 1,165.90 2,406 128581.53
20-03-2019 50.70 34.94065322866948 2700.7201394143403 -1771.561 -8531.368999999973 1,210.10 2,434 136931.91
22-04-2019 50.84 34.84375430246051 2665.8763851118797 -1771.561 -10302.929999999973 1,211.66 2,467 135541.15
20-05-2019 51.38 34.47757040266236 2631.3988147092173 -1771.561 -12074.490999999973 1,217.54 2,495 135209.17
20-06-2019 51.91 34.130177628790506 2597.2686370804267 -1771.561 -13846.051999999972 1,223.12 2,526 134813.83
22-07-2019 50.41 38.65428452414012 2558.6143525562866 -1948.7170999999998 -15794.769099999972 1,327.58 2,558 128989.98
20-08-2019 48.91 39.83884493509148 2518.775507621195 -1948.7170999999998 -17743.48619999997 1,308.55 2,587 123205.9
20-09-2019 50.44 38.635125597256085 2480.1403820239393 -1948.7170999999998 -19692.203299999972 1,327.89 2,618 125095.8
22-10-2019 51.54 37.81053377054269 2442.3298482533964 -1948.7170999999998 -21640.920399999974 1,341.14 2,650 125875.24
20-11-2019 53.65 36.320748140830894 2406.0091001125656 -1948.7170999999998 -23589.637499999975 1,365.08 2,679 129089.61
20-12-2019 54.45 35.79239783267517 2370.2167022798903 -1948.7170999999998 -25538.354599999977 1,373.57 2,709 129046.45
20-01-2020 54.63 35.6679253225954 2334.548776957295 -1948.7170999999998 -27487.07169999998 1,375.57 2,740 127548.07
20-02-2020 54.35 35.85562015860457 2298.6931567986903 -1948.7170999999998 -29435.78879999998 1,372.55 2,771 124931.67
20-03-2020 39.72 49.06135699899295 2249.6317997996975 -1948.7170999999998 -31384.505899999982 1,160.35 2,800 89355.38
20-04-2020 42.43 45.92997784481946 2203.701821954878 -1948.7170999999998 -33333.22299999998 1,210.67 2,831 93498.66
20-05-2020 40.40 48.233184000792036 2155.4686379540863 -1948.7170999999998 -35281.940099999985 1,173.66 2,861 87085.24
22-06-2020 46.31 42.081651118597215 2113.386986835489 -1948.7170999999998 -37230.65719999999 1,272.51 2,894 97866.72
20-07-2020 49.53 43.274226506510544 2070.1127603289788 -2143.5888099999997 -39374.24600999999 1,448.22 2,922 102543.04
20-08-2020 51.77 41.402804689612545 2028.7099556393662 -2143.5888099999997 -41517.83481999999 1,478.29 2,953 105034.43
21-09-2020 51.25 41.82938785466182 1986.8805677847045 -2143.5888099999997 -43661.42362999999 1,471.43 2,985 101819.68
20-10-2020 53.55 40.032659955925745 1946.8479078287787 -2143.5888099999997 -45805.01243999999 1,500.30 3,014 104245.92
20-11-2020 57.31 37.406010016403165 1909.4418978123756 -2143.5888099999997 -47948.60124999999 1,542.51 3,045 109422.48
21-12-2020 58.90 36.39616968894322 1873.0457281234324 -2143.5888099999997 -50092.19005999999 1,558.74 3,076 110314.9
20-01-2021 65.00 32.97727469924002 1840.0684534241923 -2143.5888099999997 -52235.778869999995 1,613.68 3,106 119608.13
22-02-2021 65.38 32.78811829848417 1807.280335125708 -2143.5888099999997 -54379.367679999996 1,616.72 3,139 118154.57
22-03-2021 65.47 32.74054267473118 1774.5397924509768 -2143.5888099999997 -56522.95649 1,617.48 3,167 116182.67
20-04-2021 63.82 33.588041523033525 1740.9517509279433 -2143.5888099999997 -58666.5453 1,603.86 3,196 111107.54
20-05-2021 66.58 32.19471944369349 1708.7570314842499 -2143.5888099999997 -60810.13411 1,626.25 3,226 113772.46
21-06-2021 70.61 30.358147712788554 1678.3988837714612 -2143.5888099999997 -62953.72292 1,655.76 3,258 118511.75
20-07-2021 71.42 33.01430499005909 1645.384578781402 -2357.947691 -65311.670611 1,827.44 3,287 117516.66
20-08-2021 73.98 31.872341425501144 1613.5122373559009 -2357.947691 -67669.618302 1,845.79 3,318 119369.25
20-09-2021 78.72 29.954364833964274 1583.5578725219366 -2357.947691 -70027.565993 1,876.61 3,349 124654.51
20-10-2021 82.29 28.655514802031934 1554.9023577199046 -2357.947691 -72385.51368399999 1,897.48 3,379 127946.7
22-11-2021 78.57 30.01040703312927 1524.8919506867753 -2357.947691 -74743.46137499998 1,875.71 3,412 119812.29
20-12-2021 75.23 31.343600087732124 1493.5483505990433 -2357.947691 -77101.40906599998 1,854.29 3,440 112358.15
20-01-2022 80.25 29.38179348801276 1464.1665571110304 -2357.947691 -79459.35675699997 1,885.81 3,471 117502.29
21-02-2022 76.83 30.689257103067693 1433.4773000079626 -2357.947691 -81817.30444799997 1,864.80 3,503 110138.36
21-03-2022 76.02 31.01868912217004 1402.4586108857925 -2357.947691 -84175.25213899996 1,859.51 3,531 106610.7
20-04-2022 76.87 30.67368731137475 1371.7849235744177 -2357.947691 -86533.19982999995 1,865.05 3,561 105451.85
20-05-2022 72.28 32.62150592125287 1339.1634176531647 -2357.947691 -88891.14752099995 1,833.75 3,591 96797.41
20-06-2022 68.75 34.29991549930904 1304.8635021538557 -2357.947691 -91249.09521199994 1,806.78 3,622 89702.84
20-07-2022 74.57 34.784052732441964 1270.0794494214138 -2593.7424601 -93842.83767209994 2,034.80 3,652 94706.01
22-08-2022 77.92 33.2851133795316 1236.7943360418822 -2593.7424601 -96436.58013219993 2,058.88 3,685 96377.2
20-09-2022 79.81 32.497744228383844 1204.2965918134983 -2593.7424601 -99030.32259229993 2,071.54 3,714 96118.52
20-10-2022 78.47 33.053937302153685 1171.2426545113447 -2593.7424601 -101624.06505239992 2,062.60 3,744 91907.41
21-11-2022 80.43 32.24844535745368 1138.994209153891 -2593.7424601 -104217.80751249992 2,075.54 3,776 91609.3
20-12-2022 81.29 31.906490922846032 1107.087718231045 -2593.7424601 -106811.54997259991 2,081.04 3,805 89997.37
20-01-2023 79.68 32.5503546521259 1074.5373635789192 -2593.7424601 -109405.2924326999 2,070.69 3,836 85623.44
20-02-2023 78.84 32.899648140490626 1041.6377154384286 -2593.7424601 -111999.0348927999 2,065.08 3,867 82120.63
20-03-2023 75.06 34.5555883306688 1007.0821271077598 -2593.7424601 -114592.7773528999 2,038.47 3,895 75591.58
20-04-2023 77.71 33.37806223426159 973.7040648734982 -2593.7424601 -117186.51981299989 2,057.39 3,926 75664.6
22-05-2023 80.59 32.184420648963886 941.5196442245343 -2593.7424601 -119780.26227309988 2,076.57 3,958 75877.07
20-06-2023 83.36 31.115326000791757 910.4043182237425 -2593.7424601 -122374.00473319988 2,093.75 3,987 75890.39
20-07-2023 87.83 32.48527469724916 877.9190435264934 -2853.1167061099995 -125227.12143930988 2,331.11 4,017 77105.87
21-08-2023 86.33 33.05049123218961 844.8685522943038 -2853.1167061099995 -128080.23814541988 2,322.03 4,049 72934.12
20-09-2023 88.86 32.10944343780949 812.7591088564943 -2853.1167061099995 -130933.35485152988 2,337.15 4,079 72218.52
20-10-2023 86.66 32.92273001823195 779.8363788382624 -2853.1167061099995 -133786.4715576399 2,324.08 4,109 67581.4
20-11-2023 87.62 32.56090461642928 747.2754742218331 -2853.1167061099995 -136639.5882637499 2,329.90 4,140 65479.27
20-12-2023 92.55 30.82750814264567 716.4479660791874 -2853.1167061099995 -139492.70496985991 2,357.75 4,170 66307.98
23-01-2024 93.12 30.639797956463838 685.8081681227236 -2853.1167061099995 -142345.82167596993 2,360.77 4,204 63861.08
20-02-2024 96.11 29.686259414935122 656.1219087077885 -2853.1167061099995 -145198.93838207994 2,376.09 4,232 63059.22
20-03-2024 94.39 30.226575691644324 625.8953330161441 -2853.1167061099995 -148052.05508818995 2,367.41 4,261 59078.89
22-04-2024 97.41 29.291275664596267 596.6040573515479 -2853.1167061099995 -150905.17179429997 2,382.44 4,294 58112.22
21-05-2024 98.90 28.84879226392582 567.7552650876221 -2853.1167061099995 -153758.28850040998 2,389.55 4,323 56150.43
20-06-2024 104.54 27.293149786772016 540.4621153008501 -2853.1167061099995 -156611.40520652 2,414.54 4,353 56497.75
22-07-2024 109.03 28.78394240989966 511.6781728909504 -3138.4283767209995 -159749.83358324098 2,675.90 4,385 55790.32
20-08-2024 110.10 28.504735397367888 483.1734374935825 -3138.4283767209995 -162888.26195996196 2,680.39 4,414 53198.36
20-09-2024 115.73 27.117600503922784 456.0558369896597 -3138.4283767209995 -166026.69033668295 2,702.68 4,445 52781.17
21-10-2024 110.57 28.384085888767295 427.67175110089244 -3138.4283767209995 -169165.11871340394 2,682.32 4,476 47287.67
21-11-2024 105.19 29.836940055910475 397.83481104498196 -3138.4283767209995 -172303.54709012492 2,658.98 4,507 41846.65

Mutual Fund Investors are aware about Systematic Withdrawal Plan or SWP as it is known popularly. What is SWP and how it works can be read here Mutual Fund SWP: Smart investment solution for cash flow needs and wealth creation . In a normal SWP, generally investors can withdraw a fixed amount at a fixed frequency from their investments. However, we can try another innovative way of doing SWP You can call it SWP with Annual increase or Step-up SWP. The concept is that you can decide to increase the SWP amount annually by a certain percentage / or by a fixed amount. This helps you get higher regular cash flow which helps you spend more in future as the inflation keeps increasing with time. But most of the AMCs do not provide SWP with Annual increase facility through a standard product or feature. Therefore, if you want to use this innovative option, you should submit SWP mandate annually to the AMC by increasing the amount to the extent you want.

You can back test the results, by selecting an equity/ hybrid or any aggressive scheme of your choice, input the lump sum investment and SWP amount, select the to/ from dates, frequency in which you want to draw the SWP amount, the annual increase in SWP amount, etc. You will get the results along with detailed cash flow, returns in XIRR Percentage and the SWP amounts which are transferred to your bank account on the given dates/ frequency. This method of SWP is ideal for investors who want not only a sustainable income from their investments but also wanting to increase their cash flows annually to meet the increasing incomes due to rising inflation. To get the best results from SWP with annual increase, you should start SWP with a moderate amount and increase it by the extent of increase in inflation.

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