Systematic Withdrawal Plan (SWP)
A Systematic Withdrawal Plan (SWP) allows individuals to withdraw a fixed amount from their mutual fund investments at regular intervals. It provides a structured way to receive periodic payouts while the remaining units stay invested. SWPs are often used by those who prefer predictable withdrawals from their existing mutual fund holdings.
Our Offerings
Explore Available Options
Discover options designed to help you plan and manage your finances better.
Fixed Withdrawal SWP
A constant amount is withdrawn at every selected interval.
Appreciation Withdrawal SWP
Only the gains or appreciation (if any) are withdrawn at the chosen intervals, while the original investment amount remains untouched.
Custom Withdrawal SWP
Allows individuals to personalise the withdrawal amount or frequency as per their preference.
Key Features
Why Choose This Service
Smart features designed to give you confidence and clarity.
Regular Payout Facility
SWPs help individuals receive periodic withdrawals without needing to redeem units manually each time.
Flexibility in Frequency
The withdrawal schedule can typically be set as monthly, quarterly, semi-annual, or annual.
Freedom to Select Amount
Individuals can decide the amount they want to withdraw regularly, depending on their personal needs.
Continued Investment of Balance
Units Units that are not withdrawn remain invested in the mutual fund scheme as per its terms.
Option to Modify or Stop
SWPs generally allow changes or stoppage at any time through the respective mutual fund platform.
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