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Mutual Fund SWP Calculator SBI Equity Hybrid Fund

Lumpsum Amount: 30,00,000 Investement Date: 01-01-2014
Withdrawal Amount 20,000 SWP Start Date 01-01-2014
Period Monthly SWP End Date: 29-12-2023
Systematic Withdrawal Plan Calculator
Total Current Value as
Withdrawal No of Monthly
Scheme Withdrawal on Return (%)
Period Installments
Amount 28-12-2023
SBI Equity 01-01-2014 to
120 24,00,000 68,45,297 14.9
Hybrid Fund 29-12-2023

Cumulative
Nav Date Nav Units Cash Flow Current Value
Units
01-01-2014 63.12 47,525.51 47,525.51 30,00,000 30,00,000
29-01-2014 61.60 324.68 47,200.82 -20,000 29,07,486
28-02-2014 62.34 320.82 46,880.00 -20,000 29,22,518
28-03-2014 65.59 304.91 46,575.09 -20,000 30,54,972
28-04-2014 68.02 294.03 46,281.06 -20,000 31,48,028
28-05-2014 72.14 277.23 46,003.83 -20,000 33,18,845
30-06-2014 76.62 261.03 45,742.80 -20,000 35,04,795
28-07-2014 78.50 254.76 45,488.04 -20,000 35,71,016
28-08-2014 81.53 245.30 45,242.73 -20,000 36,88,726
29-09-2014 83.24 240.28 45,002.45 -20,000 37,45,820
28-10-2014 84.45 236.82 44,765.63 -20,000 37,80,565
28-11-2014 88.91 224.94 44,540.70 -20,000 39,60,305
29-12-2014 89.49 223.50 44,317.20 -20,000 39,65,778
28-01-2015 96.11 208.10 44,109.10 -20,000 42,39,162
02-03-2015 96.27 207.75 43,901.35 -20,000 42,26,453
30-03-2015 94.76 211.06 43,690.29 -20,000 41,40,180
28-04-2015 93.73 213.39 43,476.91 -20,000 40,74,903
28-05-2015 94.61 211.39 43,265.52 -20,000 40,93,420
29-06-2015 93.96 212.85 43,052.67 -20,000 40,45,436
28-07-2015 95.72 208.94 42,843.73 -20,000 41,01,079
28-08-2015 94.64 211.33 42,632.40 -20,000 40,34,735
28-09-2015 93.38 214.19 42,418.22 -20,000 39,60,818
28-10-2015 96.73 206.76 42,211.46 -20,000 40,83,139
30-11-2015 96.42 207.42 42,004.04 -20,000 40,50,147
28-12-2015 96.67 206.90 41,797.14 -20,000 40,40,333
28-01-2016 92.69 215.77 41,581.37 -20,000 38,54,273
 Cumulative
Nav Date Nav Units Cash Flow Current Value
Units
29-02-2016 88.09 227.04 41,354.33 -20,000 36,42,928
28-03-2016 93.03 214.97 41,139.36 -20,000 38,27,388
28-04-2016 96.10 208.12 40,931.23 -20,000 39,33,402
30-05-2016 97.67 204.78 40,726.46 -20,000 39,77,660
28-06-2016 98.61 202.82 40,523.64 -20,000 39,96,032
28-07-2016 103.86 192.56 40,331.08 -20,000 41,88,968
29-08-2016 103.95 192.40 40,138.68 -20,000 41,72,396
28-09-2016 106.21 188.31 39,950.37 -20,000 42,43,033
28-10-2016 107.99 185.20 39,765.17 -20,000 42,94,224
28-11-2016 103.30 193.61 39,571.56 -20,000 40,87,801
28-12-2016 99.52 200.96 39,370.60 -20,000 39,18,225
30-01-2017 104.87 190.70 39,179.89 -20,000 41,08,987
28-02-2017 106.53 187.74 38,992.15 -20,000 41,53,865
28-03-2017 107.48 186.08 38,806.07 -20,000 41,70,810
28-04-2017 110.45 181.08 38,624.99 -20,000 42,66,037
29-05-2017 110.66 180.73 38,444.26 -20,000 42,54,295
28-06-2017 113.14 176.77 38,267.48 -20,000 43,29,572
28-07-2017 118.26 169.12 38,098.37 -20,000 45,05,566
28-08-2017 117.65 170.00 37,928.37 -20,000 44,62,250
28-09-2017 117.30 170.50 37,757.87 -20,000 44,29,089
30-10-2017 123.77 161.59 37,596.28 -20,000 46,53,280
28-11-2017 126.34 158.30 37,437.98 -20,000 47,29,952
28-12-2017 127.95 156.31 37,281.67 -20,000 47,70,092
29-01-2018 130.02 153.82 37,127.84 -20,000 48,27,384
28-02-2018 125.08 159.90 36,967.95 -20,000 46,23,969
28-03-2018 122.79 162.88 36,805.07 -20,000 45,19,416
30-04-2018 128.06 156.18 36,648.89 -20,000 46,93,257
28-05-2018 127.04 157.43 36,491.47 -20,000 46,36,022
28-06-2018 123.98 161.32 36,330.15 -20,000 45,04,227
30-07-2018 129.25 154.74 36,175.41 -20,000 46,75,545
28-08-2018 131.43 152.17 36,023.24 -20,000 47,34,509
28-09-2018 124.35 160.84 35,862.40 -20,000 44,59,522
29-10-2018 120.85 165.50 35,696.90 -20,000 43,13,878
28-11-2018 125.09 159.89 35,537.01 -20,000 44,45,201
28-12-2018 127.91 156.36 35,380.66 -20,000 45,25,646
28-01-2019 125.09 159.89 35,220.77 -20,000 44,05,618
28-02-2019 126.04 158.69 35,062.08 -20,000 44,19,053
28-03-2019 133.68 149.61 34,912.47 -20,000 46,67,225
30-04-2019 134.46 148.74 34,763.73 -20,000 46,74,338
28-05-2019 138.32 144.60 34,619.14 -20,000 47,88,422
28-06-2019 137.90 145.03 34,474.11 -20,000 47,54,041
29-07-2019 134.96 148.19 34,325.91 -20,000 46,32,580
28-08-2019 133.91 149.35 34,176.56 -20,000 45,76,610
30-09-2019 139.80 143.06 34,033.50 -20,000 47,57,856
29-10-2019 141.45 141.39 33,892.10 -20,000 47,94,062
28-11-2019 145.38 137.57 33,754.54 -20,000 49,07,400
30-12-2019 146.01 136.98 33,617.56 -20,000 49,08,446
28-01-2020 147.65 135.46 33,482.10 -20,000 49,43,502
 Cumulative
Nav Date Nav Units Cash Flow Current Value
Units
28-02-2020 144.27 138.63 33,343.47 -20,000 48,10,396
30-03-2020 115.95 172.49 33,170.98 -20,000 38,46,189
28-04-2020 124.70 160.39 33,010.59 -20,000 41,16,286
28-05-2020 124.24 160.98 32,849.61 -20,000 40,81,117
29-06-2020 132.72 150.69 32,698.92 -20,000 43,39,909
28-07-2020 138.90 143.99 32,554.93 -20,000 45,21,788
28-08-2020 144.81 138.12 32,416.81 -20,000 46,94,126
28-09-2020 138.94 143.95 32,272.87 -20,000 44,84,024
28-10-2020 142.17 140.68 32,132.19 -20,000 45,68,101
01-12-2020 157.22 127.21 32,004.97 -20,000 50,31,796
28-12-2020 163.48 122.34 31,882.64 -20,000 52,12,244
28-01-2021 163.06 122.65 31,759.98 -20,000 51,78,840
01-03-2021 173.22 115.46 31,644.52 -20,000 54,81,337
30-03-2021 173.08 115.55 31,528.97 -20,000 54,57,024
28-04-2021 174.40 114.68 31,414.29 -20,000 54,78,519
28-05-2021 180.65 110.71 31,303.58 -20,000 56,55,132
28-06-2021 185.48 107.83 31,195.75 -20,000 57,86,331
28-07-2021 187.89 106.44 31,089.31 -20,000 58,41,519
30-08-2021 196.09 101.99 30,987.32 -20,000 60,76,321
28-09-2021 203.41 98.32 30,888.99 -20,000 62,83,263
28-10-2021 204.71 97.70 30,791.30 -20,000 63,03,314
29-11-2021 200.15 99.93 30,691.37 -20,000 61,42,853
28-12-2021 201.69 99.16 30,592.21 -20,000 61,70,207
28-01-2022 199.47 100.27 30,491.94 -20,000 60,82,118
28-02-2022 198.36 100.83 30,391.11 -20,000 60,28,299
28-03-2022 201.87 99.07 30,292.04 -20,000 61,15,054
28-04-2022 202.71 98.66 30,193.38 -20,000 61,20,490
30-05-2022 195.82 102.14 30,091.24 -20,000 58,92,422
28-06-2022 188.10 106.33 29,984.91 -20,000 56,40,156
28-07-2022 199.18 100.41 29,884.50 -20,000 59,52,272
29-08-2022 202.81 98.61 29,785.89 -20,000 60,41,016
28-09-2022 201.42 99.30 29,686.59 -20,000 59,79,453
28-10-2022 206.37 96.92 29,589.68 -20,000 61,06,292
28-11-2022 209.42 95.50 29,494.17 -20,000 61,76,576
28-12-2022 207.67 96.31 29,397.87 -20,000 61,05,058
30-01-2023 201.26 99.37 29,298.49 -20,000 58,96,627
28-02-2023 197.70 101.17 29,197.33 -20,000 57,72,210
28-03-2023 195.18 102.47 29,094.86 -20,000 56,78,670
28-04-2023 205.63 97.26 28,997.60 -20,000 59,62,811
29-05-2023 210.96 94.80 28,902.79 -20,000 60,97,339
28-06-2023 215.80 92.68 28,810.11 -20,000 62,17,179
28-07-2023 222.35 89.95 28,720.16 -20,000 63,85,813
28-08-2023 222.05 90.07 28,630.09 -20,000 63,57,352
29-09-2023 225.26 88.78 28,541.31 -20,000 64,29,349
30-10-2023 222.08 90.06 28,451.25 -20,000 63,18,554
28-11-2023 229.04 87.32 28,363.93 -20,000 64,96,586
28-12-2023 242.04 82.63 28,281.30 -20,000 68,45,297
 Note
1. Exit Load -
For exit within 12 months from the date of allotment :-
For 10% of Investments - NIL
For Remaining Investments - 1%
For Exit after 12 months from the date of allotment - NIL
Disclaimer - Mutual fund investments are subject to market risks, real all scheme related douments
carefully. Past performances may or may not sustain in future.