Mutual Fund SWP Return Calculator

Mutual Fund SWP Return Calculator

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Systematic Withdrawal Plan Calculator

Scheme Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%) as on
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 10-04-2010 to 09-04-2019 108 810,000 3,008,878 17.04

SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
01-04-2009 29.05 34,423.4079 34,423.4079 1,000,000 1,000,000 0 0 1,000,000
12-04-2010 49.32 152.0681 34,271.3398 -7,500 992,500 3,082.42 376 1,690,262
10-05-2010 48.54 154.5117 34,116.828 -7,500 985,000 3,011.43 404 1,656,031
10-06-2010 47.76 157.0352 33,959.7929 -7,500 977,500 2,938.13 435 1,621,920
12-07-2010 50.06 149.8202 33,809.9727 -7,500 970,000 3,147.72 467 1,692,527
10-08-2010 51.21 146.4558 33,663.5169 -7,500 962,500 3,245.46 496 1,723,909
13-09-2010 53.03 141.4294 33,522.0875 -7,500 955,000 3,391.48 530 1,777,676
11-10-2010 54.67 137.1868 33,384.9007 -7,500 947,500 3,514.72 558 1,825,153
10-11-2010 55.38 135.428 33,249.4728 -7,500 940,000 3,565.82 588 1,841,356
10-12-2010 52.23 143.5956 33,105.8772 -7,500 932,500 3,328.55 618 1,729,120
10-01-2011 51.45 145.7726 32,960.1046 -7,500 925,000 3,265.31 649 1,695,797
10-02-2011 47.36 158.3615 32,801.7431 -7,500 917,500 2,899.6 680 1,553,491
10-03-2011 48.73 153.9093 32,647.8338 -7,500 910,000 3,028.93 708 1,590,929
11-04-2011 50.46 148.6326 32,499.2012 -7,500 902,500 3,182.22 740 1,639,910
10-05-2011 49.82 150.542 32,348.6593 -7,500 895,000 3,126.76 769 1,611,610
10-06-2011 48.99 153.0925 32,195.5668 -7,500 887,500 3,052.66 800 1,577,261
11-07-2011 50.06 149.8202 32,045.7466 -7,500 880,000 3,147.72 831 1,604,210
10-08-2011 47.16 159.0331 31,886.7135 -7,500 872,500 2,880.09 861 1,503,777
12-09-2011 45.17 166.0394 31,720.6741 -7,500 865,000 2,676.56 894 1,432,823
10-10-2011 44.84 167.2614 31,553.4127 -7,500 857,500 2,641.06 922 1,414,855
11-11-2011 45.56 164.6181 31,388.7946 -7,500 850,000 2,717.84 954 1,430,073
12-12-2011 43.03 174.297 31,214.4976 -7,500 842,500 2,436.67 985 1,343,160
10-01-2012 43.3 173.2102 31,041.2875 -7,500 835,000 2,468.24 1,014 1,344,088
10-02-2012 46.64 160.8062 30,880.4813 -7,500 827,500 2,828.58 1,045 1,440,266
12-03-2012 47.42 158.1611 30,722.3202 -7,500 820,000 2,905.42 1,076 1,456,852
10-04-2012 47.2 158.8983 30,563.4219 -7,500 812,500 2,884 1,105 1,442,594
10-05-2012 46.32 161.9171 30,401.5048 -7,500 805,000 2,796.31 1,135 1,408,198
11-06-2012 46.28 162.057 30,239.4477 -7,500 797,500 2,792.24 1,167 1,399,482
10-07-2012 48.43 154.8627 30,084.585 -7,500 790,000 3,001.24 1,196 1,456,996
10-08-2012 49.08 152.8117 29,931.7733 -7,500 782,500 3,060.82 1,227 1,469,051
10-09-2012 50.12 149.6409 29,782.1324 -7,500 775,000 3,152.93 1,258 1,492,680
10-10-2012 52.52 142.8027 29,639.3297 -7,500 767,500 3,351.58 1,288 1,556,658
12-11-2012 54.36 137.9691 29,501.3606 -7,500 760,000 3,492 1,321 1,603,694
10-12-2012 55.83 134.3364 29,367.0242 -7,500 752,500 3,597.53 1,349 1,639,561
10-01-2013 57.77 129.8252 29,237.1991 -7,500 745,000 3,728.58 1,380 1,689,033
11-02-2013 56.54 132.6495 29,104.5496 -7,500 737,500 3,646.53 1,412 1,645,571
11-03-2013 56.3899 133.0025 28,971.5471 -7,500 730,000 3,636.28 1,440 1,633,703
10-04-2013 54.2078 138.3565 28,833.1906 -7,500 722,500 3,480.74 1,470 1,562,984
10-05-2013 57.3112 130.8645 28,702.3261 -7,500 715,000 3,698.39 1,500 1,644,965
10-06-2013 57.1114 131.3223 28,571.0038 -7,500 707,500 3,685.09 1,531 1,631,730
10-07-2013 56.421 132.9292 28,438.0746 -7,500 700,000 3,638.41 1,561 1,604,505
12-08-2013 54.6169 137.3201 28,300.7545 -7,500 692,500 3,510.85 1,594 1,545,699
10-09-2013 55.371 135.45 28,165.3045 -7,500 685,000 3,565.18 1,623 1,559,541
10-10-2013 57.3115 130.8638 28,034.4407 -7,500 677,500 3,698.41 1,653 1,606,696
11-11-2013 59.4608 126.1335 27,908.3072 -7,500 670,000 3,835.82 1,685 1,659,450
10-12-2013 61.7531 121.4514 27,786.8558 -7,500 662,500 3,971.84 1,714 1,715,924
10-01-2014 62.4525 120.0913 27,666.7645 -7,500 655,000 4,011.35 1,745 1,727,859
10-02-2014 61.1184 122.7126 27,544.0519 -7,500 647,500 3,935.2 1,776 1,683,448
10-03-2014 63.8924 117.3849 27,426.667 -7,500 640,000 4,089.97 1,804 1,752,356
10-04-2014 67.0445 111.866 27,314.801 -7,500 632,500 4,250.29 1,835 1,831,307
12-05-2014 69.1604 108.4436 27,206.3575 -7,500 625,000 4,349.71 1,867 1,881,603
10-06-2014 74.5663 100.5816 27,105.7758 -7,500 617,500 4,578.1 1,896 2,021,177
10-07-2014 77.181 97.1742 27,008.6017 -7,500 610,000 4,677.09 1,926 2,084,551
11-08-2014 77.5249 96.7431 26,911.8586 -7,500 602,500 4,689.61 1,958 2,086,339
10-09-2014 83.3913 89.9374 26,821.9211 -7,500 595,000 4,887.32 1,988 2,236,715
10-10-2014 82.5712 90.8307 26,731.0904 -7,500 587,500 4,861.37 2,018 2,207,218
10-11-2014 86.5892 86.6159 26,644.4745 -7,500 580,000 4,983.81 2,049 2,307,124
10-12-2014 89.0047 84.2652 26,560.2093 -7,500 572,500 5,052.1 2,079 2,363,983
12-01-2015 91.7888 81.7093 26,478.5 -7,500 565,000 5,126.34 2,112 2,430,430
10-02-2015 92.931 80.705 26,397.795 -7,500 557,500 5,155.52 2,141 2,453,173
10-03-2015 95.9755 78.1449 26,319.65 -7,500 550,000 5,229.89 2,169 2,526,042
10-04-2015 97.8298 76.6638 26,242.9863 -7,500 542,500 5,272.92 2,200 2,567,346
11-05-2015 94.4884 79.3748 26,163.6114 -7,500 535,000 5,194.16 2,231 2,472,158
10-06-2015 92.7114 80.8962 26,082.7152 -7,500 527,500 5,149.97 2,261 2,418,165
10-07-2015 95.942 78.1722 26,004.543 -7,500 520,000 5,229.1 2,291 2,494,928
10-08-2015 98.0556 76.4872 25,928.0558 -7,500 512,500 5,278.05 2,322 2,542,391
10-09-2015 93.0135 80.6335 25,847.4223 -7,500 505,000 5,157.6 2,353 2,404,159
12-10-2015 95.1978 78.7833 25,768.639 -7,500 497,500 5,211.34 2,385 2,453,118
10-11-2015 94.6444 79.244 25,689.395 -7,500 490,000 5,197.96 2,414 2,431,357
10-12-2015 94.3225 79.5144 25,609.8806 -7,500 482,500 5,190.11 2,444 2,415,588
11-01-2016 95.4627 78.5647 25,531.3159 -7,500 475,000 5,217.69 2,476 2,437,288
10-02-2016 91.1473 82.2844 25,449.0315 -7,500 467,500 5,109.64 2,506 2,319,611
10-03-2016 91.4381 82.0227 25,367.0088 -7,500 460,000 5,117.24 2,535 2,319,511
11-04-2016 95.0059 78.9425 25,288.0663 -7,500 452,500 5,206.72 2,567 2,402,516
10-05-2016 96.0718 78.0666 25,209.9997 -7,500 445,000 5,232.16 2,596 2,421,970
10-06-2016 99.083 75.6941 25,134.3056 -7,500 437,500 5,301.09 2,627 2,490,382
11-07-2016 101.5967 73.8213 25,060.4843 -7,500 430,000 5,355.49 2,658 2,546,062
10-08-2016 103.515 72.4533 24,988.031 -7,500 422,500 5,395.23 2,688 2,586,636
12-09-2016 104.7147 71.6232 24,916.4078 -7,500 415,000 5,419.35 2,721 2,609,114
10-10-2016 107.0593 70.0546 24,846.3532 -7,500 407,500 5,464.91 2,749 2,660,033
10-11-2016 106.5952 70.3596 24,775.9936 -7,500 400,000 5,456.05 2,780 2,641,002
12-12-2016 102.5927 73.1046 24,702.8889 -7,500 392,500 5,376.31 2,812 2,534,336
10-01-2017 101.8459 73.6407 24,629.2483 -7,500 385,000 5,360.74 2,841 2,508,388
10-02-2017 105.9695 70.7751 24,558.4732 -7,500 377,500 5,443.98 2,872 2,602,449
10-03-2017 106.2793 70.5688 24,487.9044 -7,500 370,000 5,449.98 2,900 2,602,557
10-04-2017 109.8903 68.2499 24,419.6545 -7,500 362,500 5,517.34 2,931 2,683,483
10-05-2017 111.7951 67.087 24,352.5675 -7,500 355,000 5,551.12 2,961 2,722,498
12-06-2017 113.6892 65.9693 24,286.5982 -7,500 347,500 5,583.59 2,994 2,761,124
10-07-2017 116.0581 64.6228 24,221.9754 -7,500 340,000 5,622.71 3,022 2,811,156
10-08-2017 115.9131 64.7036 24,157.2717 -7,500 332,500 5,620.36 3,053 2,800,144
11-09-2017 118.5782 63.2494 24,094.0223 -7,500 325,000 5,662.6 3,085 2,857,026
10-10-2017 119.8396 62.5837 24,031.4387 -7,500 317,500 5,681.94 3,114 2,879,918
10-11-2017 125.0721 59.9654 23,971.4733 -7,500 310,000 5,758 3,145 2,998,162
11-12-2017 126.4628 59.306 23,912.1673 -7,500 302,500 5,777.16 3,176 3,024,000
10-01-2018 129.0958 58.0964 23,854.0709 -7,500 295,000 5,812.3 3,206 3,079,460
12-02-2018 125.7713 59.632 23,794.4389 -7,500 287,500 5,767.69 3,239 2,992,658
12-03-2018 123.4318 60.7623 23,733.6766 -7,500 280,000 5,734.86 3,267 2,929,490
10-04-2018 125.9449 59.5499 23,674.1267 -7,500 272,500 5,770.08 3,296 2,981,636
10-05-2018 126.7822 59.1566 23,614.9701 -7,500 265,000 5,781.5 3,326 2,993,958
11-06-2018 126.6005 59.2415 23,555.7287 -7,500 257,500 5,779.04 3,358 2,982,167
10-07-2018 126.3927 59.3389 23,496.3898 -7,500 250,000 5,776.21 3,387 2,969,772
10-08-2018 130.5009 57.4709 23,438.9189 -7,500 242,500 5,830.47 3,418 3,058,800
10-09-2018 129.0094 58.1353 23,380.7836 -7,500 235,000 5,811.17 3,449 3,016,341
10-10-2018 121.3882 61.7852 23,318.9984 -7,500 227,500 5,705.14 3,479 2,830,651
12-11-2018 122.8105 61.0697 23,257.9287 -7,500 220,000 5,725.93 3,512 2,856,318
10-12-2018 123.6574 60.6514 23,197.2773 -7,500 212,500 5,738.08 3,540 2,868,515
10-01-2019 127.5204 58.8141 23,138.4631 -7,500 205,000 5,791.45 3,571 2,950,626
11-02-2019 126.1507 59.4527 23,079.0104 -7,500 197,500 5,772.9 3,603 2,911,433
11-03-2019 130.6979 57.3842 23,021.6262 -7,500 190,000 5,832.99 3,631 3,008,878