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SWP Calculator

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Find out how you can optimize the accumulated mutual fund corpus and make systematic monthly withdrawals at the same time using the Systematic Withdrawal Plan Calculator.

    Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.

    Make small investment for bigger returns

    Invest small amount periodically in scheme of your choice

    Top Performing Funds to Start your SIP

    DirectRegular
    Fund NameAUM(Cr)Min Investment
    This Fund / BenchmarkSIExpand
    Worth of Investment
    (₹ 10,000)SIP
    Expand
    Expense Ratio

    Axis Multicap Fund

    Equity
    9,361.08100
    16.22%/13.72%
    6,73,518.630.00

    Axis NIFTY 100 Index Fund

    Index
    1,983.85100
    14.04%/14.36%
    10,68,612.630.00

    Axis Gold Fund

    FOF - Domestic
    2,998.08100
    11.90%/13.35%
    55,47,308.000.00

    Axis Small Cap Fund

    Equity
    26,007.72100
    22.36%/18.18%
    49,85,345.500.00

    Axis Value Fund

    Equity
    1,445.45100
    17.50%/11.40%
    7,49,084.940.00

    AXIS SILVER FUND OF FUND

    FOF - Domestic
    1,253.35100
    55.27%/57.12%
    11,03,803.380.00

    Axis Greater China Equity Fund of Fund

    FOF - Overseas
    2,910.75100
    2.72%/6.40%
    8,55,437.250.00

    Axis Nifty 500 Index Fund

    Index
    301.97100
    0.91%/1.11%
    1,91,409.720.00

    Axis Nifty Smallcap 50 Index Fund

    Index
    538.00100
    15.38%/16.47%
    5,94,699.060.00

    Axis Nifty Midcap 50 Index Fund

    Index
    608.48100
    19.91%/21.58%
    6,09,652.380.00

    Axis Multicap Fund Equity

    16.22%
    Most Bought in Last Month

    Invest Now>

    Axis NIFTY 100 Index Fund Index

    14.04%

    Invest Now>

    Axis Gold Fund FOF - Domestic

    11.90%

    Invest Now>

    Axis Small Cap Fund Equity

    22.36%
    Most Bought in Last Month

    Invest Now>

    Axis Value Fund Equity

    17.50%

    Invest Now>

    AXIS SILVER FUND OF FUND FOF - Domestic

    55.27%

    Invest Now>

    Axis Greater China Equity Fund of Fund FOF - Overseas

    2.72%

    Invest Now>

    AUM as on 28-02-2026 | Expense Ratio as on 01-04-2026

    Disclaimer: Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details.
    Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure.

    Click here to see Returns in SEBI Format

    Financial Planning Calculators

    1Most Popular

    SIP Calculator

    Axis Mutual Fund SIP Calculator will help you calculate the expected returns for your monthly SIP investment.
    1
    SIP CalculatorMost Popular
    Axis Mutual Fund SIP Calculator will help you calculate the expected returns for your monthly SIP investment.
    12Most Popular

    ELSS Calculator

    Get a plan to invest a fixed amount every month and achieve your desired Tax savings
    12
    ELSS CalculatorMost Popular
    Get a plan to invest a fixed amount every month and achieve your desired Tax savings
    17Most Popular

    Retirement Calculator

    Retire rich by planning for your retirement investments early using the online retirement calculator
    17
    Retirement CalculatorMost Popular
    Retire rich by planning for your retirement investments early using the online retirement calculator
    13

    Wealth Calculator

    Plan the path to wealth creation using the wealth calculator
    13
    Wealth Calculator
    Plan the path to wealth creation using the wealth calculator
    4

    Lumpsum Calculator

    A lumpsum calculator is an online financial tool used to estimate returns from lumpsum investments in mutual funds and other financial instruments.
    4
    Lumpsum Calculator
    A lumpsum calculator is an online financial tool used to estimate returns from lumpsum investments in mutual funds and other financial instruments.
    6

    SIP Top-Up Calculator

    Step-up SIP calculator helps investors plan mutual fund investments strategically. Users input initial investment, increment percentage, and investment duration.
    6
    SIP Top-Up Calculator
    Step-up SIP calculator helps investors plan mutual fund investments strategically. Users input initial investment, increment percentage, and investment duration.
    7

    Alpha Calculator

    Alpha is a performance metric that evaluates mutual fund returns compared to benchmark indexes.
    7
    Alpha Calculator
    Alpha is a performance metric that evaluates mutual fund returns compared to benchmark indexes.
    8

    Sharpe Ratio Calculator

    Sharpe Ratio helps investors evaluate investment performance by measuring returns against associated risks. It is calculated by subtracting risk-free rates from portfolio returns and dividing it by standard deviation.
    8
    Sharpe Ratio Calculator
    Sharpe Ratio helps investors evaluate investment performance by measuring returns against associated risks. It is calculated by subtracting risk-free rates from portfolio returns and dividing it by standard deviation.
    9

    Sortino Ratio Calculator

    The Sortino ratio helps investors evaluate investment performance by measuring downside risk. It calculates returns against negative market movements using a specific formula.
    9
    Sortino Ratio Calculator
    The Sortino ratio helps investors evaluate investment performance by measuring downside risk. It calculates returns against negative market movements using a specific formula.
    10

    Treynor Ratio Calculator

    The Treynor ratio Calculator evaluates investment performance by measuring returns against systematic risk. The calculation involves subtracting risk-free returns from the overall portfolio returns and dividing by beta.
    10
    Treynor Ratio Calculator
    The Treynor ratio Calculator evaluates investment performance by measuring returns against systematic risk. The calculation involves subtracting risk-free returns from the overall portfolio returns and dividing by beta.
    11

    Asset Allocation Calculator

    An asset allocation calculator is a financial tool that helps investors distribute investments across different asset types. It considers personal factors like age, risk tolerance, and investment duration to help create a balanced portfolio.
    11
    Asset Allocation Calculator
    An asset allocation calculator is a financial tool that helps investors distribute investments across different asset types. It considers personal factors like age, risk tolerance, and investment duration to help create a balanced portfolio.
    2Most Popular

    SIP Calculator (Monthly SIP Amount Known)

    SIP calculator helps investors estimate the potential investment returns from a Systematic Investment Plan, or SIP, in mutual funds.
    2
    SIP Calculator (Monthly SIP Amount Known)Most Popular
    SIP calculator helps investors estimate the potential investment returns from a Systematic Investment Plan, or SIP, in mutual funds.
    5

    SIP Top-Up Calculator

    Step-up SIP calculator helps investors plan mutual fund investments strategically. Users input initial investment, increment percentage, and investment duration.
    5
    SIP Top-Up Calculator
    Step-up SIP calculator helps investors plan mutual fund investments strategically. Users input initial investment, increment percentage, and investment duration.
    14

    EMI Calculator(Home loan/Car loan)

    An EMI calculator helps individuals calculate monthly loan instalments accurately. Users need to add data like principal amount, interest rate, and loan tenure.
    14
    EMI Calculator(Home loan/Car loan)
    An EMI calculator helps individuals calculate monthly loan instalments accurately. Users need to add data like principal amount, interest rate, and loan tenure.
    15

    CAGR Calculator

    A CAGR calculator helps investors measure investment growth over time. It calculates the annual rate of return for financial investments.
    15
    CAGR Calculator
    A CAGR calculator helps investors measure investment growth over time. It calculates the annual rate of return for financial investments.
    16

    Inflation Calculator

    An inflation calculator helps people understand price changes over time. It measures how currency values shift by comparing the costs of goods and services across different years.
    16
    Inflation Calculator
    An inflation calculator helps people understand price changes over time. It measures how currency values shift by comparing the costs of goods and services across different years.
    3

    Lumpsum Calculator (Target Amount Known)

    A lumpsum calculator is an online financial tool used to estimate returns from lumpsum investments in mutual funds and other financial instruments.
    3
    Lumpsum Calculator (Target Amount Known)
    A lumpsum calculator is an online financial tool used to estimate returns from lumpsum investments in mutual funds and other financial instruments.
    18

    HRA Calculator

    Quickly calculate your House Rent Allowance (HRA) exemption and optimize your tax liability. Estimate potential savings based on rent paid, salary, and location.
    18
    HRA Calculator
    Quickly calculate your House Rent Allowance (HRA) exemption and optimize your tax liability. Estimate potential savings based on rent paid, salary, and location.
    19Most Popular

    STP Calculator

    An STP calculator helps investors manage their investments in mutual funds with a systematic transfer plan. It can help investors decide the suitable amount. Investors can choose from flexible, fixed, or capital transfer plans.
    19
    STP CalculatorMost Popular
    An STP calculator helps investors manage their investments in mutual funds with a systematic transfer plan. It can help investors decide the suitable amount. Investors can choose from flexible, fixed, or capital transfer plans.
    31Most Popular

    STP Calculator(I already have an investment)

    An STP calculator helps investors manage their investments in mutual funds with a systematic transfer plan. It can help investors decide the suitable amount. Investors can choose from flexible, fixed, or capital transfer plans.
    31
    STP Calculator(I already have an investment)Most Popular
    An STP calculator helps investors manage their investments in mutual funds with a systematic transfer plan. It can help investors decide the suitable amount. Investors can choose from flexible, fixed, or capital transfer plans.
    30Most Popular

    SWP Calculator(I wish to start my SWP immediately)

    Systematic Withdrawal Plan (SWP) calculator helps investors manage mutual fund withdrawals effectively. Investors can customise monthly withdrawals based on financial requirements.
    30
    SWP Calculator(I wish to start my SWP immediately)Most Popular
    Systematic Withdrawal Plan (SWP) calculator helps investors manage mutual fund withdrawals effectively. Investors can customise monthly withdrawals based on financial requirements.
    21

    Equity Fund Calculator

    An equity fund calculator helps investors estimate potential investment returns. Users input investment amount, duration, and expected returns. The tool calculates potential gains using compounding principles.
    21
    Equity Fund Calculator
    An equity fund calculator helps investors estimate potential investment returns. Users input investment amount, duration, and expected returns. The tool calculates potential gains using compounding principles.
    22

    Debt Fund Calculator

    A debt fund calculator helps investors estimate returns from fixed-income investments. Users input investment amount, expected returns, and investment duration.
    22
    Debt Fund Calculator
    A debt fund calculator helps investors estimate returns from fixed-income investments. Users input investment amount, expected returns, and investment duration.
    23

    Hybrid Fund Calculator

    A hybrid fund calculator helps investors estimate potential returns from mixed investments. The tool calculates returns across equity and debt components. It provides quick, accurate projections for financial planning.
    23
    Hybrid Fund Calculator
    A hybrid fund calculator helps investors estimate potential returns from mixed investments. The tool calculates returns across equity and debt components. It provides quick, accurate projections for financial planning.
    24

    Balanced Fund Calculator

    A balanced fund calculator helps investors estimate investment returns. Users input the amount, duration, and expected returns.
    24
    Balanced Fund Calculator
    A balanced fund calculator helps investors estimate investment returns. Users input the amount, duration, and expected returns.
    25

    Thematic Fund Calculator

    A thematic fund calculator helps investors estimate returns from industry-specific investments. The tool calculates potential growth across different sectors. It provides insights for comparing investment options.
    25
    Thematic Fund Calculator
    A thematic fund calculator helps investors estimate returns from industry-specific investments. The tool calculates potential growth across different sectors. It provides insights for comparing investment options.
    26

    Large Cap Fund Calculator

    A large cap fund calculator is an online tool for investors to estimate potential returns from investing in large cap companies with a significant market capitalisation.
    26
    Large Cap Fund Calculator
    A large cap fund calculator is an online tool for investors to estimate potential returns from investing in large cap companies with a significant market capitalisation.
    27

    Mid Cap Fund Calculator

    A mid cap fund calculator is an online tool for investors to estimate returns from medium-sized company investments.
    27
    Mid Cap Fund Calculator
    A mid cap fund calculator is an online tool for investors to estimate returns from medium-sized company investments.
    28

    Small Cap Fund Calculator

    A small cap fund calculator is an online tool for investors to estimate returns from investments in smaller companies.
    28
    Small Cap Fund Calculator
    A small cap fund calculator is an online tool for investors to estimate returns from investments in smaller companies.
    29

    Multi Cap Fund Calculator

    A multi cap fund calculator is an online tool for investors to estimate returns from mutual funds that invest across companies of different sizes.
    29
    Multi Cap Fund Calculator
    A multi cap fund calculator is an online tool for investors to estimate returns from mutual funds that invest across companies of different sizes.
    32

    Index Fund Calculator

    Project potential returns on your index fund investments. Estimate growth based on investment amount, duration, and expected market performance.
    32
    Index Fund Calculator
    Project potential returns on your index fund investments. Estimate growth based on investment amount, duration, and expected market performance.

    SWP Calculator FAQs

    What is SWP?

    A Systematic Withdrawal Plan allows you to withdraw a predetermined amount every month at fixed intervals. In SWP, a predetermined amount is debited from the unitholder’s mutual fund and electronically transferred to his or her bank account. 

    What is the SWP Calculator?
    How does the SWP Calculator work?
    Benefits of SWP Calculator
    However, the investors should understand that the withdrawals could take place from the principal amount invested. How does inflation impact SWP calculations?
    Who should invest in an SWP?
    How can a SWP calculator assist you?
    How to use SWP calculator?
    How can a SWP calculator benefit you?
    Can I choose the withdrawal amount or is it fixed?
    When to use SWP?
    Can individuals who are not retirees invest in an SWP?
    How accurate are the calculations of SWP Calculators?
    What factors should I consider while using the SWP Mutual Fund Calculator?
    Can SWP calculator help me save taxes?
    What is the rate of return in SWP?
    Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.