2nd SWP (Systematic Withdrawal Plan) thread on conservative withdrawal.
Lumpsum: 1 Cr & 50 Lakh
Time Frame: 12yrs
Withdrawal %: 6%
Assumption: have own house, kids are settled & they are moving partial savings in SWP.
I am picking funds randomly. No Discrimination.
Lets go⤵️
Lumpsum: 1 Cr & 50 Lakh
Time Frame: 12yrs
Withdrawal %: 6%
Assumption: have own house, kids are settled & they are moving partial savings in SWP.
I am picking funds randomly. No Discrimination.
Lets go⤵️
Flexi-cap: DSP
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.4 Cr
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.4 Cr
Large & Mid-cap: SBI
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 3.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.9 Cr
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 3.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.9 Cr
Large-cap: Kotak
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.6 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.3 Cr
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.6 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.3 Cr
Mid-cap: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 5.3 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 2.6 Cr
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 5.3 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 2.6 Cr
Small-cap: Nippon
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 8.5 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 4.3 Cr
my GOD mind-boggling 8.5 Crore Corpus after monthly expenses.
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 8.5 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 4.3 Cr
my GOD mind-boggling 8.5 Crore Corpus after monthly expenses.
Balanced Advantage: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.4 Cr
This is for safe & bookish investor..
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.8 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.4 Cr
This is for safe & bookish investor..
This is for Index Cartle - else they will feel bad
Index Fund: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.4 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.2 Cr
Lesser than BAF.
Index Fund: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 2.4 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 1.2 Cr
Lesser than BAF.
This is for FD Holders (fund - which match FD returns)
Liquid: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 1.2 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 60 Lakh
Liquid: HDFC
Pic1: 1 Cr, 50K/ mth, Corpus after 12 yrs: 1.2 Cr
Pic2: 50L, 25K/ mth, Corpus after 12 yrs: 60 Lakh
I have put immense efforts to prepare this thread. This does help educate people on SWP, if you find this thread helpful, please do retweet, like and share with friends/ relatives.
Lets spread financial literacy!
End
Lets spread financial literacy!
End
Loading suggestions...