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Financial glossary

SWP

An SWP, or Systematic Withdrawal Plan, is a pattern of withdrawing a fixed amount from an existing investment at regular intervals while the remaining balance stays invested.

What SWP means

A Systematic Withdrawal Plan withdraws a chosen amount, commonly monthly, from an existing corpus. It is a withdrawal pattern, not a guaranteed-income product, and the remaining balance continues to be exposed to market movement.

Withdrawal and growth timing

A projection commonly withdraws the amount first, then applies that period's assumed growth only to the balance left afterwards. If the balance cannot cover a full withdrawal, only the remaining balance is paid out, and the balance is treated as exhausted at that point.

Simple example

A ₹50,00,000 corpus with a ₹35,000 fixed monthly withdrawal and an assumed 8% annual return can be projected month by month to see how the balance changes and whether it lasts a chosen duration.

Sustainability and market risk

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