Edelweiss MF Small Cap Funds 728x90

SWP with Annual Increase - Mirae Asset Emerging BlueChip Reg 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 Emerging BlueChip Reg Gr | Invest Online MiraeMF 20-07-2012 to 22-09-2023 135 230933.35485153005 336571.21 24.34

Mirae Asset Emerging BlueChip Reg Gr

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
20-07-2012 11.58 8632.596685082874 8632.596685082874 100000.0 100000.0 0.00 0 100000.0
20-07-2012 11.58 86.32596685082873 8546.270718232045 -1000.0 99000.0 0.00 0 99000.0
21-08-2012 11.98 83.48639171814995 8462.784326513894 -1000.0 98000.0 32.89 32 101367.23
20-09-2012 12.30 81.3140348024069 8381.470291711488 -1000.0 97000.0 58.06 62 103075.32
22-10-2012 13.02 76.82851874615858 8304.64177296533 -1000.0 96000.0 110.02 94 108093.22
20-11-2012 12.76 78.35762419683435 8226.284148768495 -1000.0 95000.0 92.31 123 104983.84
20-12-2012 13.72 72.87567409998543 8153.408474668509 -1000.0 94000.0 155.81 153 111881.07
21-01-2013 14.11 70.85163667280713 8082.556837995702 -1000.0 93000.0 179.25 185 114077.21
20-02-2013 13.43 74.47125409591897 8008.085583899783 -1000.0 92000.0 137.32 215 107532.57
20-03-2013 12.66 78.98894154818325 7929.0966423516 -1000.0 91000.0 84.99 243 100382.36
22-04-2013 13.00 76.92899453804138 7852.167647813559 -1000.0 90000.0 108.85 276 102070.33
20-05-2013 13.56 73.74631268436578 7778.421335129193 -1000.0 89000.0 145.72 304 105475.39
20-06-2013 12.76 78.36990595611286 7700.05142917308 -1000.0 88000.0 92.16 335 98252.66
22-07-2013 12.75 86.24745177983378 7613.803977393246 -1100.0 86900.0 100.91 367 97106.46
20-08-2013 11.79 93.29149351200067 7520.512483881245 -1100.0 85800.0 19.31 396 88674.36
20-09-2013 12.57 87.53780041381505 7432.974683467431 -1100.0 84700.0 85.96 427 93402.76
21-10-2013 13.37 82.2614418187257 7350.713241648705 -1100.0 83600.0 147.08 458 98293.74
20-11-2013 14.09 78.07509404499964 7272.638147603705 -1100.0 82500.0 195.58 488 102464.2
20-12-2013 14.84 74.12398921832884 7198.5141583853765 -1100.0 81400.0 241.35 518 106825.95
20-01-2014 15.11 72.78501951961887 7125.729138865758 -1100.0 80300.0 256.86 549 107691.14
20-02-2014 15.39 71.46105372571948 7054.268085140038 -1100.0 79200.0 272.20 580 108586.35
20-03-2014 16.35 67.29063436716217 6986.977450772876 -1100.0 78100.0 320.51 608 114216.12
21-04-2014 17.57 62.61384335154826 6924.363607421328 -1100.0 77000.0 374.68 640 121647.22
20-05-2014 19.34 56.88282138794084 6867.480786033388 -1100.0 75900.0 441.07 669 132803.34
20-06-2014 20.96 52.48091603053435 6814.999870002854 -1100.0 74800.0 492.06 700 142842.4
21-07-2014 22.14 54.66208890495121 6760.337781097903 -1210.0 73590.0 576.79 731 149646.84
20-08-2014 23.13 52.31753718436527 6708.020243913537 -1210.0 72380.0 603.95 761 155143.09
22-09-2014 25.27 47.888550282977796 6660.131693630559 -1210.0 71170.0 655.26 794 168281.55
20-10-2014 24.44 49.51102745611522 6610.6206661744445 -1210.0 69960.0 636.46 822 161556.96
20-11-2014 26.61 45.47333608929309 6565.147330085151 -1210.0 68750.0 683.24 853 174692.01
22-12-2014 27.30 44.31585115733959 6520.831478927812 -1210.0 67540.0 696.65 885 178044.78
20-01-2015 29.18 41.471021695170855 6479.360457232641 -1210.0 66330.0 729.60 914 189048.3
20-02-2015 29.49 41.03503238715366 6438.325424845488 -1210.0 65120.0 734.65 945 189846.9
20-03-2015 29.66 40.790183387270766 6397.535241458217 -1210.0 63910.0 737.49 973 189776.49
20-04-2015 29.25 41.364693012443595 6356.170548445773 -1210.0 62700.0 730.83 1,004 185930.7
20-05-2015 29.36 41.20972685784347 6314.96082158793 -1210.0 61490.0 732.63 1,034 185419.88
22-06-2015 29.80 40.60811491089707 6274.352706677033 -1210.0 60280.0 739.60 1,067 186956.89
20-07-2015 31.42 42.35885685188721 6231.993849825146 -1331.0 58949.0 840.32 1,095 195821.71
20-08-2015 31.98 41.626270523846756 6190.367579301299 -1331.0 57618.0 848.80 1,126 197937.0
21-09-2015 30.30 43.928842536057296 6146.438736765242 -1331.0 56287.0 822.13 1,158 186230.95
20-10-2015 31.81 41.844818913480886 6104.593917851761 -1331.0 54956.0 846.27 1,187 194174.92
20-11-2015 31.01 42.92717538540928 6061.666742466352 -1331.0 53625.0 833.73 1,218 187948.04
21-12-2015 31.27 42.564758554525106 6019.101983911827 -1331.0 52294.0 837.93 1,249 188217.32
20-01-2016 28.66 46.43779219873003 5972.664191713097 -1331.0 50963.0 793.06 1,279 171188.5
22-02-2016 27.86 47.77287247406769 5924.89131923903 -1331.0 49632.0 777.60 1,312 165073.4
21-03-2016 29.67 44.86012807549713 5880.031191163533 -1331.0 48301.0 811.34 1,340 174460.53
20-04-2016 31.09 42.80568598443429 5837.225505179098 -1331.0 46970.0 835.14 1,370 181502.69
20-05-2016 31.13 42.75618374558304 5794.469321433515 -1331.0 45639.0 835.71 1,400 180381.83
20-06-2016 32.84 40.534778901205996 5753.934542532309 -1331.0 44308.0 861.45 1,431 188936.19
20-07-2016 34.66 42.23933991114188 5711.6952026211675 -1464.1 42843.9 974.80 1,461 197978.78
22-08-2016 36.36 40.26899169371253 5671.426210927455 -1464.1 41379.8 997.62 1,494 206201.71
20-09-2016 37.31 39.239386792452834 5632.186824135002 -1464.1 39915.700000000004 1,009.55 1,523 210148.15
20-10-2016 39.23 37.3228306311818 5594.86399350382 -1464.1 38451.600000000006 1,031.75 1,553 219475.32
21-11-2016 34.79 42.085141855184105 5552.778851648636 -1464.1 36987.50000000001 976.59 1,585 193175.62
20-12-2016 35.32 41.44774091269392 5511.331110735942 -1464.1 35523.40000000001 983.97 1,614 194682.26
20-01-2017 37.22 39.332151300236404 5471.998959435706 -1464.1 34059.30000000001 1,008.48 1,645 203689.69
20-02-2017 40.51 36.14080126385426 5435.858158171852 -1464.1 32595.20000000001 1,045.44 1,676 220212.05
20-03-2017 41.53 35.25658005634888 5400.601578115503 -1464.1 31131.100000000013 1,055.69 1,704 224270.78
20-04-2017 43.72 33.48504253956637 5367.116535575937 -1464.1 29667.000000000015 1,076.21 1,735 234671.8
22-05-2017 44.30 33.04742342505022 5334.069112150886 -1464.1 28202.900000000016 1,081.28 1,767 236315.26
20-06-2017 46.22 31.674707396750534 5302.394404754135 -1464.1 26738.800000000017 1,097.18 1,796 245092.58
20-07-2017 47.00 34.26471213990894 5268.129692614227 -1610.51 25128.29000000002 1,213.59 1,826 247612.63
21-08-2017 45.93 35.064445895928586 5233.065246718298 -1610.51 23517.78000000002 1,204.32 1,858 240354.69
20-09-2017 48.97 32.89104462371081 5200.174202094588 -1610.51 21907.270000000022 1,229.50 1,888 254626.53
23-10-2017 49.24 32.705359137339315 5167.468842957248 -1610.51 20296.760000000024 1,231.65 1,921 254461.67
20-11-2017 50.58 31.840846184262556 5135.627996772985 -1610.51 18686.250000000025 1,241.67 1,949 259760.06
20-12-2017 52.19 30.86095887785996 5104.767037895125 -1610.51 17075.740000000027 1,253.02 1,979 266397.37
22-01-2018 53.56 30.071513929344984 5074.69552396578 -1610.51 15465.230000000027 1,262.16 2,012 271780.39
20-02-2018 49.12 32.78992588973043 5041.9055980760495 -1610.51 13854.720000000027 1,230.67 2,041 247638.24
20-03-2018 47.65 33.798740818468 5008.106857257581 -1610.51 12244.210000000026 1,218.99 2,069 238636.29
20-04-2018 49.82 32.32722455288143 4975.7796327047 -1610.51 10633.700000000026 1,236.03 2,100 247888.37
21-05-2018 48.23 33.392286958324696 4942.387345746375 -1610.51 9023.190000000026 1,223.69 2,131 238371.34
20-06-2018 48.82 32.99076141508081 4909.396584331294 -1610.51 7412.680000000026 1,228.35 2,161 239662.01
20-07-2018 47.73 37.11318975991955 4872.283394571375 -1771.561 5641.119000000026 1,341.64 2,191 232573.58
20-08-2018 52.07 34.02333442163283 4838.260060149742 -1771.561 3869.5580000000264 1,377.43 2,222 251923.36
21-09-2018 49.88 35.52002005012531 4802.740040099617 -1771.561 2097.9970000000267 1,360.10 2,254 239536.66
22-10-2018 46.28 38.28001901510404 4764.460021084513 -1771.561 326.43600000002675 1,328.13 2,285 220494.45
20-11-2018 48.76 36.33449555961195 4728.125525524901 -1771.561 -1445.1249999999732 1,350.66 2,314 230529.22
20-12-2018 50.65 34.975144120666506 4693.150381404234 -1771.561 -3216.6859999999733 1,366.41 2,344 237717.45
21-01-2019 49.77 35.5985331055963 4657.551848298638 -1771.561 -4988.246999999973 1,359.19 2,376 231783.07
20-02-2019 48.30 36.6798004058139 4620.872047892824 -1771.561 -6759.807999999973 1,346.66 2,406 223178.88
20-03-2019 52.66 33.63829868033798 4587.233749212486 -1771.561 -8531.368999999973 1,381.89 2,434 241586.67
22-04-2019 52.86 33.511671458837775 4553.722077753649 -1771.561 -10302.929999999973 1,383.36 2,467 240727.96
20-05-2019 52.98 33.43766633321379 4520.2844114204345 -1771.561 -12074.490999999973 1,384.22 2,495 239489.19
20-06-2019 53.79 32.933540303390835 4487.350871117043 -1771.561 -13846.051999999972 1,390.06 2,526 241383.58
22-07-2019 52.11 37.394068658492124 4449.9568024585515 -1948.7170999999998 -15794.769099999972 1,515.54 2,558 231900.6
20-08-2019 51.30 37.988909682827455 4411.967892775724 -1948.7170999999998 -17743.48619999997 1,508.65 2,587 226320.72
20-09-2019 53.05 36.73359283694628 4375.234299938777 -1948.7170999999998 -19692.203299999972 1,523.20 2,618 232106.18
22-10-2019 54.15 35.988717958188666 4339.245581980589 -1948.7170999999998 -21640.920399999974 1,531.82 2,650 234961.47
20-11-2019 56.79 34.31383669947703 4304.931745281112 -1948.7170999999998 -23589.637499999975 1,551.23 2,679 244481.38
20-12-2019 57.35 33.981744149548355 4270.950001131564 -1948.7170999999998 -25538.354599999977 1,555.07 2,709 244921.9
20-01-2020 59.19 32.922523694480574 4238.027477437084 -1948.7170999999998 -27487.07169999998 1,567.34 2,740 250853.08
20-02-2020 59.58 32.70592450866858 4205.321552928415 -1948.7170999999998 -29435.78879999998 1,569.85 2,771 250565.67
20-03-2020 43.63 44.65949581757763 4160.662057110838 -1948.7170999999998 -31384.505899999982 1,431.38 2,800 181550.49
20-04-2020 46.87 41.5770663537444 4119.084990757094 -1948.7170999999998 -33333.22299999998 1,467.09 2,831 193061.51
20-05-2020 44.95 43.34817261706151 4075.736818140032 -1948.7170999999998 -35281.940099999985 1,446.57 2,861 183224.75
22-06-2020 51.63 37.7409671921602 4037.995850947872 -1948.7170999999998 -37230.65719999999 1,511.53 2,894 208497.88
20-07-2020 54.67 39.21103406014487 3998.784816887727 -2143.5888099999997 -39374.24600999999 1,689.37 2,922 218605.57
20-08-2020 58.08 36.908156304344075 3961.876660583383 -2143.5888099999997 -41517.83481999999 1,716.04 2,953 230101.83
21-09-2020 57.59 37.218314263390916 3924.6583463199922 -2143.5888099999997 -43661.42362999999 1,712.45 2,985 226040.7
20-10-2020 59.90 35.78851359022305 3888.8698327297693 -2143.5888099999997 -45805.01243999999 1,729.01 3,014 232927.75
20-11-2020 65.32 32.81572532990416 3856.054107399865 -2143.5888099999997 -47948.60124999999 1,763.45 3,045 251885.17
21-12-2020 67.10 31.946181967213114 3824.107925432652 -2143.5888099999997 -50092.19005999999 1,773.52 3,076 256597.64
20-01-2021 74.94 28.604067387243123 3795.503858045409 -2143.5888099999997 -52235.778869999995 1,812.24 3,106 284435.06
22-02-2021 77.16 27.782168954210245 3767.7216890911986 -2143.5888099999997 -54379.367679999996 1,821.76 3,139 290706.1
22-03-2021 77.95 27.49988851685076 3740.221800574348 -2143.5888099999997 -56522.95649 1,825.03 3,167 291546.55
20-04-2021 76.89 27.88045535540092 3712.341345218947 -2143.5888099999997 -58666.5453 1,820.62 3,196 285423.36
20-05-2021 82.11 26.105034586063272 3686.236310632884 -2143.5888099999997 -60810.13411 1,841.19 3,226 302691.61
21-06-2021 86.27 24.8465778401122 3661.3897327927716 -2143.5888099999997 -62953.72292 1,855.77 3,258 315879.08
20-07-2021 88.48 26.65010161848143 3634.73963117429 -2357.947691 -65311.670611 2,049.23 3,287 321594.49
20-08-2021 91.55 25.75725261893058 3608.9823785553594 -2357.947691 -67669.618302 2,059.58 3,318 330384.29
20-09-2021 96.52 24.429374861429118 3584.5530036939303 -2357.947691 -70027.565993 2,074.96 3,349 345984.64
20-10-2021 101.36 23.262410258180992 3561.2905934357495 -2357.947691 -72385.51368399999 2,088.48 3,379 360983.1
22-11-2021 97.60 24.158805055224274 3537.1317883805254 -2357.947691 -74743.46137499998 2,078.09 3,412 345231.14
20-12-2021 93.89 25.11340360201082 3512.0183847785147 -2357.947691 -77101.40906599998 2,067.03 3,440 329750.43
20-01-2022 100.46 23.47244257187226 3488.5459422066424 -2357.947691 -79459.35675699997 2,086.04 3,471 350445.37
21-02-2022 94.45 24.964243496765583 3463.581698709877 -2357.947691 -81817.30444799997 2,068.76 3,503 327145.68
21-03-2022 93.73 25.15600365933022 3438.425695050547 -2357.947691 -84175.25213899996 2,066.54 3,531 322293.96
20-04-2022 95.18 24.77408320200046 3413.6516118485465 -2357.947691 -86533.19982999995 2,070.96 3,561 324904.53
20-05-2022 88.51 26.64106850228228 3387.010543346264 -2357.947691 -88891.14752099995 2,049.34 3,591 299777.53
20-06-2022 83.11 28.371066296880073 3358.639477049384 -2357.947691 -91249.09521199994 2,029.30 3,622 279139.89
20-07-2022 91.49 28.348771068048176 3330.2907059813356 -2593.7424601 -93842.83767209994 2,265.35 3,652 304701.62
22-08-2022 95.43 27.180383540297814 3303.1103224410376 -2593.7424601 -96436.58013219993 2,278.88 3,685 315205.91
20-09-2022 97.80 26.52115522755856 3276.589167213479 -2593.7424601 -99030.32259229993 2,286.52 3,714 320447.14
20-10-2022 95.07 27.28302331068288 3249.306143902796 -2593.7424601 -101624.06505239992 2,277.70 3,744 308905.04
21-11-2022 96.66 26.832836349999482 3222.4733075527965 -2593.7424601 -104217.80751249992 2,282.91 3,776 311493.94
20-12-2022 98.28 26.39108739329066 3196.082220159506 -2593.7424601 -106811.54997259991 2,288.03 3,805 314114.16
20-01-2023 96.21 26.960298319231647 3169.1219218402744 -2593.7424601 -109405.2924326999 2,281.43 3,836 304888.54
20-02-2023 94.86 27.34342343397499 3141.778498406299 -2593.7424601 -111999.0348927999 2,277.00 3,867 298022.82
20-03-2023 90.93 28.52492010359731 3113.253578302702 -2593.7424601 -114592.7773528999 2,263.31 3,895 283085.03
20-04-2023 94.51 27.44323489996085 3085.810343402741 -2593.7424601 -117186.51981299989 2,275.84 3,926 291649.19
22-05-2023 97.38 26.635815688348494 3059.1745277143928 -2593.7424601 -119780.26227309988 2,285.19 3,958 297896.3
20-06-2023 102.49 25.306285832341402 3033.8682418820513 -2593.7424601 -122374.00473319988 2,300.59 3,987 310953.29
20-07-2023 107.95 26.430717908881206 3007.43752397317 -2853.1167061099995 -125227.12143930988 2,546.94 4,017 324643.86
21-08-2023 108.95 26.18691447710918 2981.250609496061 -2853.1167061099995 -128080.23814541988 2,549.77 4,049 324813.22
20-09-2023 113.85 25.05965329073454 2956.1909562053265 -2853.1167061099995 -130933.35485152988 2,562.83 4,079 336571.21

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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