SWP with Annual Increase

Systematic Withdrawal Plan Calculator

Scheme Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%) as on
SBI BSE 100 ETF 20-07-2012 to 20-08-2025 99 143,661 270 8.45

SBI BSE 100 ETF

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
25-03-2015 86.31 1,158.6183 1,158.6183 100,000 100,000 0.00 0 100,000
16-04-2015 88.60 11.2863 1,147.332 -1,000 99,000 25.88 22 101,657
16-06-2015 81.87 12.2143 1,135.1177 -1,000 98,000 -54.21 83 92,934
17-06-2015 82.38 12.1391 1,122.9785 -1,000 97,000 -47.73 84 92,509
16-07-2015 87.94 11.371 1,111.6075 -1,000 96,000 18.57 113 97,758
16-09-2015 81.05 12.3383 1,099.2692 -1,000 95,000 -64.92 175 89,094
18-09-2015 81.93 12.2055 1,087.0637 -1,000 94,000 -53.45 177 89,064
16-10-2015 84.58 11.8226 1,075.2411 -1,000 93,000 -20.40 205 90,948
16-11-2015 80.37 12.4429 1,062.7983 -1,000 92,000 -73.94 236 85,414
16-12-2015 79.82 12.5276 1,050.2707 -1,000 91,000 -81.25 266 83,837
16-02-2016 72.22 13.8469 1,036.4238 -1,000 90,000 -195.12 328 74,849
17-02-2016 72.79 13.7387 1,022.6851 -1,000 89,000 -185.78 329 74,438
16-03-2016 76.96 12.9939 1,009.6912 -1,000 88,000 -121.50 357 77,705
16-05-2016 81.13 13.558 996.1332 -1,100 86,900 -70.19 418 80,819
17-05-2016 81.40 13.5132 982.62 -1,100 85,800 -66.32 419 79,987
16-06-2016 84.22 13.0617 969.5584 -1,100 84,700 -27.35 449 81,652
16-08-2016 90.57 12.1448 957.4135 -1,100 83,600 51.78 510 86,716
17-08-2016 90.48 12.1568 945.2567 -1,100 82,500 50.75 511 85,531
16-09-2016 92.28 11.9203 933.3364 -1,100 81,400 71.16 541 86,128
16-11-2016 85.27 12.9002 920.4362 -1,100 80,300 -13.41 602 78,486
17-11-2016 85.08 12.9285 907.5077 -1,100 79,200 -15.86 603 77,214
16-12-2016 85.73 12.8308 894.6768 -1,100 78,100 -7.43 632 76,701
16-01-2017 88.85 12.3798 882.297 -1,100 77,000 31.50 663 78,396
16-02-2017 93.03 11.8245 870.4725 -1,100 75,900 79.43 694 80,978
16-03-2017 97.10 11.3287 859.1438 -1,100 74,800 122.23 722 83,422
16-05-2017 101.57 11.9126 847.2312 -1,210 73,590 181.82 783 86,056
17-05-2017 101.64 11.9051 835.326 -1,210 72,380 182.47 784 84,900
16-06-2017 102.20 11.8397 823.4864 -1,210 71,170 188.12 814 84,159
16-08-2017 106.23 11.3901 812.0962 -1,210 69,960 226.92 875 86,271
17-08-2017 106.26 11.3869 800.7094 -1,210 68,750 227.20 876 85,086
16-10-2017 109.95 11.0053 789.7041 -1,210 67,540 260.13 936 86,826
17-10-2017 110.06 10.9942 778.7099 -1,210 66,330 261.09 937 85,703
16-11-2017 107.54 11.2516 767.4582 -1,210 65,120 238.87 967 82,532
16-01-2018 112.82 10.7255 756.7328 -1,210 63,910 284.29 1,028 85,371
17-01-2018 113.73 10.6388 746.094 -1,210 62,700 291.77 1,029 84,857
16-02-2018 109.41 11.0591 735.0348 -1,210 61,490 255.49 1,059 80,421
16-03-2018 106.92 11.3169 723.718 -1,210 60,280 233.25 1,087 77,380
16-04-2018 110.61 12.0329 711.6851 -1,331 58,949 292.44 1,118 78,722
16-05-2018 111.82 11.9032 699.7818 -1,331 57,618 303.64 1,148 78,248
16-07-2018 113.21 11.7573 688.0245 -1,331 56,287 316.23 1,209 77,889
17-07-2018 114.15 11.6597 676.3648 -1,331 54,956 324.65 1,210 77,210
16-08-2018 118.57 11.2257 665.1391 -1,331 53,625 362.11 1,240 78,863
16-10-2018 110.40 12.0563 653.0828 -1,331 52,294 290.42 1,301 72,099
17-10-2018 108.79 12.2344 640.8483 -1,331 50,963 275.05 1,302 69,719
16-11-2018 111.75 11.9106 628.9378 -1,331 49,632 303.00 1,332 70,284
16-01-2019 114.06 11.6696 617.2682 -1,331 48,301 323.80 1,393 70,404
17-01-2019 114.18 11.6568 605.6114 -1,331 46,970 324.91 1,394 69,150
16-04-2019 122.45 10.8694 594.7421 -1,331 45,639 392.87 1,483 72,829
18-04-2019 121.97 10.9129 583.8291 -1,331 44,308 389.11 1,485 71,207
18-04-2019 121.97 12.0042 571.8249 -1,464 42,844 428.02 1,485 69,743
16-05-2019 116.11 12.6093 559.2156 -1,464 41,380 375.79 1,513 64,932
16-07-2019 121.14 12.0862 547.1294 -1,464 39,916 420.95 1,574 66,278
17-07-2019 121.35 12.0648 535.0646 -1,464 38,452 422.79 1,575 64,932
16-08-2019 114.78 12.7559 522.3087 -1,464 36,988 363.15 1,605 59,950
16-09-2019 114.80 12.753 509.5557 -1,464 35,523 363.39 1,636 58,499
16-10-2019 118.95 12.3085 497.2472 -1,464 34,059 401.76 1,666 59,148
16-12-2019 124.88 11.7243 485.5229 -1,464 32,595 452.18 1,727 60,631
17-12-2019 126.02 11.6177 473.9051 -1,464 31,131 461.38 1,728 59,723
16-01-2020 128.45 11.3979 462.5072 -1,464 29,667 480.35 1,758 59,411
16-03-2020 96.00 15.251 447.2562 -1,464 28,203 147.79 1,818 42,937
17-03-2020 93.77 15.614 431.6422 -1,464 26,739 116.46 1,819 40,474
16-04-2020 94.57 17.0306 414.6116 -1,611 25,128 140.60 1,849 39,208
16-06-2020 103.77 15.5194 399.0922 -1,611 23,518 271.04 1,910 41,415
17-06-2020 103.57 15.5497 383.5425 -1,611 21,907 268.42 1,911 39,724
16-07-2020 112.22 14.3518 369.1907 -1,611 20,297 371.81 1,940 41,429
16-09-2020 121.94 13.2071 355.9837 -1,611 18,686 470.61 2,002 43,410
17-09-2020 121.10 13.2987 342.685 -1,611 17,076 462.71 2,003 41,500
16-10-2020 122.82 13.1127 329.5723 -1,611 15,465 478.76 2,032 40,478
16-12-2020 143.96 11.187 318.3853 -1,611 13,855 644.96 2,093 45,836
17-12-2020 144.38 11.1548 307.2305 -1,611 12,244 647.74 2,094 44,357
16-02-2021 161.13 9.995 297.2355 -1,611 10,634 747.85 2,155 47,894
17-02-2021 160.31 10.046 287.1895 -1,611 9,023 743.44 2,156 46,040
16-03-2021 157.53 10.2235 276.966 -1,611 7,413 728.12 2,183 43,630
16-04-2021 154.57 11.4615 265.5045 -1,772 5,641 782.32 2,214 41,038
16-06-2021 168.13 10.5366 254.968 -1,772 3,870 862.15 2,275 42,869
17-06-2021 167.29 10.5898 244.3781 -1,772 2,098 857.56 2,276 40,882
16-07-2021 170.15 10.4119 233.9662 -1,772 326 872.91 2,305 39,809
16-08-2021 176.33 10.0471 223.9191 -1,772 -1,445 904.40 2,336 39,483
16-09-2021 188.28 9.409 214.5101 -1,772 -3,217 959.47 2,367 40,389
16-11-2021 193.07 9.1759 205.3341 -1,772 -4,988 979.59 2,428 39,643
17-11-2021 192.19 9.2177 196.1165 -1,772 -6,760 975.99 2,429 37,692
16-12-2021 184.97 9.5774 186.5391 -1,772 -8,531 944.94 2,458 34,505
16-02-2022 185.17 9.5674 176.9717 -1,772 -10,303 945.80 2,520 32,769
17-02-2022 185.11 9.5702 167.4015 -1,772 -12,074 945.56 2,521 30,988
16-03-2022 181.59 9.7559 157.6456 -1,772 -13,846 929.54 2,548 28,627
16-05-2022 171.11 11.3887 146.2569 -1,949 -15,795 965.76 2,609 25,026
17-05-2022 175.57 11.0993 135.1576 -1,949 -17,743 990.74 2,610 23,730
16-06-2022 166.04 11.7362 123.4215 -1,949 -19,692 935.77 2,640 20,493
16-08-2022 193.75 10.0577 113.3638 -1,949 -21,641 1,080.64 2,701 21,965
17-08-2022 195.15 9.9855 103.3783 -1,949 -23,590 1,086.87 2,702 20,175
16-09-2022 191.97 10.1513 93.227 -1,949 -25,538 1,072.56 2,732 17,897
16-11-2022 199.71 9.7575 83.4695 -1,949 -27,487 1,106.55 2,793 16,670
17-11-2022 198.91 9.7968 73.6727 -1,949 -29,436 1,103.16 2,794 14,654
16-12-2022 198.37 9.8235 63.8492 -1,949 -31,385 1,100.85 2,823 12,666
16-01-2023 194.08 10.0408 53.8084 -1,949 -33,333 1,082.10 2,854 10,443
16-02-2023 194.92 9.9974 43.811 -1,949 -35,282 1,085.85 2,885 8,540
16-03-2023 184.34 10.5716 33.2394 -1,949 -37,231 1,036.29 2,913 6,127
16-05-2023 199.39 10.7506 22.4888 -2,144 -39,374 1,215.71 2,974 4,484
17-05-2023 198.28 10.811 11.6778 -2,144 -41,518 1,210.50 2,975 2,315
16-06-2023 206.67 10.3721 1.3057 -2,144 -43,661 1,248.38 3,005 270