SWP Calculation with real example | How to invest to get monthly Income from Mutual fund
ฝัง
- เผยแพร่เมื่อ 9 ม.ค. 2025
- SWP Calculation with real example | How to invest to get monthly Income from Mutual fund | Atul Shrivastava
------------------------------------------------------------------
Open your Demat account through the provided links 🖥️:
🟢 Zerodha Demat account : zerodha.com/op...
🟢 Fyers Demat account : signup.fyers.i...
🔵 Upstox Demat account : upstox.com/ope...
------------------------------------------------------------------
What We Offer 🖥️:
Detailed insights on how to invest in mutual funds.
📊 Visit our dedicated website : www.myfolios.in - a paperless investment portal.
App Link - play.google.co...
Comprehensive learning platform available at www.thefinbaba...
To Download Finbaba APP play.google.co...
------------------------------------------------------------------
Welcome to our TH-cam channel where we dive deep into financial topics such as the stock market, mutual funds, and algo trading.
👦👦 Who We Are:
15 Years of Experience as a Stock Market Trader & Trainer 📈
Certified Investment Advisor 📑
AMFI Registered Distributor of Mutual Funds in India 💼
Provider of Corporate Trainings for many Depository Participants in India 🏢
Personal Instructor for:
Basic Stock Market 📊
Basic Option Trading 📉
Mutual Funds Guidance 💼
Advanced Option Trading 💹 - www.thefinbaba....
Algo Trading via Python with Back-testing 🖥️ - www.thefinbaba....
------------------------------------------------------------------
Contact Us:
Reach out to us on WhatsApp: 6232372721 📱 or call me on 8871446294 🌐
------------------------------------------------------------------
Our Other Endeavors
Visit Crazy Gk trick TH-cam Channel / @rootbycrazygktrick
Visit Root TH-cam Channel / @rootbycrazygktrick
To Download Crazy Gk trick play.google.co...
and Root App aufir.courses....
For More Information Contact :
9109624872,
7898973739,
6232363639
#finbaba #stockmarket #sensex #nifty #algotradingindia #tradingstrategy #optiontrading #futuretrading #trading #investment #mutualfunds #stockmarket_for_beginners #optiontrading #finbaba #demataccount #algotrading #backtesting #python #onlinestocktrading #StockMarket #Investing #StockTrading #MarketAnalysis #BullMarket #BearMarket #DayTrading #FinancialFreedom #InvestSmart #StockTips #stockmarketforbeginners #tradingtips, #stockmarketinhindi #kesekaretrading #IndianStockExchange #Top10StocksinIndia #HowtodoSIP #WhatisSIP #MyFolios #WallStreet #TradingStrategy #EquityMarket #PortfolioManagement #DividendInvesting #TechnicalAnalysis #MarketTrends #InvestmentTips #WealthBuilding
------------------------------------------------------------------
Reach out to us on 8871446294 for business enquiry !
------------------------------------------------------------------
Open Demat account : zerodha.com/open-account?c=ZMPASV
Searched millions of videos on SWP and now got an professional person explained each & everything in detail thanks bro🙏
Isko kab f
Final widhrow kar sakte hai
He is misguiding people..by taking unrealistic returns of 20-21% which is no where close to reality in india..
In india sensex or nifty hardly give 12-13% that too in a long period of time.. 😒
@@ammosaur7634ohh... To unhone jo example diya hai use pehle khud calculate karke dekho fir statement karo.
You said the truth. This is the video. I saw it now and understood how it works.
You increased my confidence through a real life example.Thank you
Perfectly explained..cheers bro...this is exactly one should understand that in long term your money doesnt go down but ur capital with per month withdrawals also increases subsequently...n this is wid example one has explained ..wow.fantafabulous..
Well Done, Professional Explanation.................................
Thanks nazim Ji
Very well explained ,.will try in My completed SIP
Pl suggest some good fund for monthly income SWP
Waa, you explain very clearly thanks bro.
Thanks for information learnt something new. N helpful
Excellent information given by you Great work.
Thanks
Best video on SWP
If you put 50lks on 2008 then the scenario will be different.Above example is of the fund which was invested before 2008. Just calculate the fund investment on 2008 ,1 Jan and do same withdrawal.you will get zataka.
You can use STP to avoid such problems.
@@JoseGarcia-cx7zlright.. Zataka to yiske jaisa hi khayega.. 😂😂
Good information regarding swp
Jabardast explain kiye hai ...
thanks...
Such a nice explanation and easily. Explain both time high crash market & uptrend also
Very well explain. Thanks
Awesome sir thank you so much
It is very imp to show fund value at first investment is made if nav is stable what happens to units when with drawsl made
Superb sir 👌👌👌
Thank you so much 🙏
very good explain,
Thanks
Excellent 👍👍
its all about timing to enter in market for swp
Fin Baba advisor, please let me know the 3 best SWP mutual fund for lump sum investment as I have to purchase a SWP mutual fund for lump sum investment very soon.
Thanks bhai, well explain!!!
Good learning video
Good explanation
Great effort...explained everything
Thanks
Very informative and motivational video sir.Thank you
He is misguiding people..by taking unrealistic returns of 20-21% which is no where close to reality in india..
In india sensex or nifty hardly give 12-13% that too in a long period of time.. 😒
Very good
Pls suggest some good funds for Monthly income through SWP
Hdfc Sensex index plan direct growth
Konse fund me swp kare sir ji ?
Kya Uti nifty fifty index fund direct growth fund sahi hai ? Please guide..
Hello. Maine 24 November 2018 ko HDFC smallcap regular fund SIP se liya. Ab mujhe ye plan direct mein switch Karna hai to mujhe Kitna exit load lagega? Abhi change Karna Sahi hai ya ek Saal Baad?
What about in long falling market
Shandaar explain buddy....
Appriciate ur work..
But tax bhi bata dete kitna pay karte
Sir how to choose best swp fund ? Pls make video on it
Good information, pls detail video about shariya funds
Nicely explained
I also do the same in axis focused 25 fund. It has not failed me as yet from 2013
Very nice
I have done three SWP In 2004 with HDFC but didn't get this benefit. Unbelievable . Guys it's a good plan but you will never get this profit. If you don't believe you can try yourself. Best of luck.
Please suggest a good SWP will low NAV now but you see a good future growth
Sir , you mentioned that scheme market value, what is that? Can it be possible to withdraw? Or will it be remain invested?
How tax calculation in each year?
Sir what if started NAV is 10 after 1 year it's goes 5
Will my principal amount will goes on decreasing and what amount every month I am withdrawing will from principal amount
Nicee वीडियो😊😊👍👍👌👌💐💐💐
Very informative video. I plan to keep my amount in FD and go for investment in MF with swp when market comes down . Do you agree with my thinking ? Please reply
yes !
better to keep in amount in mutual funds instead of saving account or fixed deposits.
and then to swp when market comes down.
One question - can i then withdraw the final amount at the end of the tenure?
Yup, you can. Also, the SWP tenure need not be the same as the mutual fund tenure. You can keep the amount invested and let it appreciate further (hopefully) if you'd like, after your SWP tenure is up. Everything about this is like if you'd invested in a normal mutual fund.
Mujhe swp 10 LCS ka karna hai SBI me.pl advise whom to approach or suggest away to do it my self. Fund is SBI technology upportunities fund direct growth.
👍👍superb
What about taxation?
sir Video and explanation was good can you tell me after withdrawing of 50K each month till many year then what happen to my Principle amount which is Rupees 50 Lacs, in the end of the scheme can i get with Scheme market value in full and final settlement .
Sir, mene invesco India dynamic equity fund (R) mai 15 Feb 2018 ko 450000/- Rs invest kiya tha (NAV value 27.91) SWP ke liye. SWP tha 4000.00/month. Abi (-16000.00) hogeya hai. Abi keya kare sir ?
ye kaise hua ?? can u give details
Apka paisa itna Kam ye amt 450000 he ya 45000 hai
Good, make latest video on principal hybrid fund swp
About TDS?
sir, L&T midcap aur Kotak emerging equity m kaun sa accha hi for long term(5-7yr)?
Both good long term
Is swp applicable for indexfund (icici direct ,growth funds)?
Yes same question
Bhai kis type ke fund me invest karna chahiye SWP ke liye.
Can we add additional amount in swp after 3-5 yrs?
What about tax liability in r/o swp
Can you please guide which bank is best for fixed deposit and savings account??
Kotak Mahindra
Sir what if start the swp in January 2008 then what will be the final amount in 2021?
Thank you sir.
Good sir. Sir kya alag alag mutual funds ke liye ek hi Follio number hota hai ?
nhi her Mutual fund ke liye alag hoga agar aapka fund 1 AMC se jyada me hai !
Your withdrawal shud be inflation adjusted. You shud increase withdrawals 7% pa to keep up pace with inflation. then this type of calculation becomes realistic. Purchase power of 50000rs in 2004 becomes 12500rs in 2019.
2019.
Very much valid point.
please tell me, can I invest lumpsum amount in nfo and go for swp ? How to do that online ?
In groww app reliance Small cap funds age is less than 5 years is there means what
They Show Direct Plans only thats why
Can I change monthly amount in this scheme according to my future needs?
If I add lump sum amount for Rs 300000 then how do I setup SWP? Which are the best funds as of today for SWPs? Thanks 🙏
Well explained, is it possible to start withdraw after 3 years? TIA
Yes it's possible to start at any point
possible as per your requirement.
Konsa. Swp. Sabse. Achcha. Hai?
Can I start and SWP from a fund and at the same time put money into the fund as SIP or Lumpsum ? Is it possible ? Example - I initiate a SWP of 50k from a scheme every month as monthly income. Out of the 50k, lets say I save ~5k every month . Or If i get some money ( 2L) via another source. Can i do an SIP of 5k or a lumpsum of (2L) to the same fund ?
Sir aap jo found sugest kiya hai small cap mai sip start kardiya hu
Hdfc small capp 2,000
Tata p/e found 1,500
Sir sbi small cap already mera pas hai 2,000
Franklin smaller company chord sakta hu
How is tax calculated incase of swp?
Sir, SWP based on capital appreciation is safer or on principal amount?
Principal
PL explain about current situation, if I want 5k as monthly income, how much I should invest and keep something for retirement
minimum 5 lakh
Excellent sir. Which plan can retiree take in current situation?
Sir we have a plan that can give 12% roi(monthly withdrawal possible)
Great explanation , I've a doubt
what happened to the remaining money at maturity date (3 crore gain)
you can with draw at any time as per your wish.
or you can continue with same amount swp or increased swp as per the requirement.
@@viswamani5907 hoo
Icici Prudential multicap fund ka example leke bolo kya SWP sahi hai?
Agar hum paisa withdraw karna chahe to hume utna hi yani 3 crore something jitna growth huya hai utna hi milega ekbaar me?
if nav is less than our buying price than how will i get fund.
Is swp for gold mutual fund good
Swp amount ko Kam jyada kar sakte hai ya nhi...
Isme paisa dubega to nahi jawab zarur dijiyega 🙏
What about tax on dividend ?
Sir jo last me - me jo paisa show hota hai...uska kya hota hai
How to increase the withdrawal amount by certain percent every year?
Sir Mane sbi equity hybrid fund regular grouth fund me 8lac invest he permonth 4300 mera A/c Cridited hota he tou Mera fund celection sahi hai
Sir minimum money for swp
Is exit load applicable on swp?
SWP minimum kitna Rs se suru kiya ja sakta hai.
Sir , I want to start swp how can I do it please guide me
Any time withdraw kar sakte hai kya
Super,Sir
When we invest in SWP should we choose one fund or multiple fund to maintain stability in return?
i hope better to choose 2 or 3 if required. because if one gives negative return, then life will be in risk.
how tax calculations incase of swp
Hi
Sir
Muze swp me..25lac dalne hai...
Monthly kharche ke liye 20000 ya 25 hajar chahiye...kuch idea do kya karu
We have a plan sir 9% roi at 0 risk and 12% roi at low risk
क्या NAV कभी zero हो सटता है?
Sir if i want to withdraw all money after scheme is over For example - 1) if i invested here for 10 yrs and that time value will be 3,62,25,368/- as per your chart. Can i withdraw all money or i will have to pay any charges, hidden charges or any Tax. 2) Can i withdraw in between the scheme like after one yr as an emergency. will i get 100% money back or i will have to pay charges or tax. 3) what will happened when market crashes very badly and money go below my investment then how they will give me payout on monthly basis. Please reply Thanks
Yes, 3 kind of taxes will be levied on the profit you'll make!
1. Expense ratio will selling
2. Exit load will selling
3. Income tax according to your tax slab
In 100 months our money will be withdrawn. How much principal amount will still be in balance.
Yr video on SWP is knowledgeable.But u have not discussed about the Tax liabilities for such Investment. How to choose funds for such Investment.
Suppose I want to invest Rs.20 lakhs for 10 yrs. And I want to withdraw Rs.20000/- pm. on the condition that my invested Amount of Rs.20 lakhs would remain intact. Is this possible in SWP. ? Where can I get a knowledgeable MF Agent for such Investment.
Agar me 15 laakh jama karke 5 saal baad swp me 25000 lun tab mera ceptal badega ki nhi
First like
Great So Fast !