SWP returns
Would a withdrawal plan have survived?
Run a systematic withdrawal against a real scheme's NAV history: what you drew out, what is left, and what the balance did along the way.
Growth options only make sense here — a dividend option pays out separately.
Counted back from today, against the scheme's real NAV history.
Choose a scheme and press Run the withdrawal. The answer uses that scheme’s actual NAVs over the period, not an assumed rate of return.
What this is, and what it is not
These are published figures for schemes across the industry, supplied by Advisorkhoj. They are shown so you can see how a category has behaved — not as a list of schemes we suggest.
Past performance is not indicative of future returns. A scheme at the top of a table over one period is frequently not there over the next. Returns beyond a year are compounded annually; shorter periods are absolute.
Figures are before exit load and before tax, and they take no account of your own holding period, your other investments or what you are trying to pay for.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services. Nothing on this page is a recommendation to buy or sell any scheme. 2i WealthPlus Financial Services is an AMFI-registered distributor, not an investment adviser.
A table is not a plan.
Which of these suits you depends on when you need the money and what else you hold. That is the conversation, not the table.