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Axis Bank SWP Calculator
The Axis Bank SWP Calculator is a simple and effective tool that helps you plan regular withdrawals from your mutual fund investments. By entering details like your investment amount, expected returns, and withdrawal amount per month, you can easily calculate how much you can withdraw over time. This tool is designed to give you better control over your finances and ensure your withdrawals match your financial goals.
- 4.8++ Rated
- 10.5 Crore Registered Consumer
- 51 Partners Insurance Partners
- 5.3 Crore Policies Sold
SIP Benefits
- Start SIP with as low as ₹1000
- No hidden charges
- Save upto ₹46,800 in Tax under section 80C^
- Zero LTCG Tax¶
- Disciplined & worry-free investing
Top Performing˜ SIPs with High Returns
Invest ₹10k/month & Get ₹1 Cr# Tax-Free*
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Home
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SIP Investment
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Systematic Withdrawal Plan (SWP)
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Axis SWP Plan
- Axis Bank SWP Calculator
SWP Calculator
Total Investment
₹
Withdrawal per month
₹
Expected annual returns(p.a.)
%
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 30
Time period
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Your total Investment
₹5,00,000
Total amount withdrawn
₹6,00,000
Final value
5,218
View plans
What is the Axis Bank SWP Calculator?
The Axis Bank SWP Calculator is a useful online tool that helps you plan regular withdrawals from your Axis mutual fund schemes. It allows you to calculate the amount you can withdraw periodically, considering factors like the investment amount, withdrawal amount per month, and expected returns. By entering details such as the desired withdrawal amount and duration, you can easily determine how long your investment will last. This tool is ideal for those looking to manage their regular income or retirement planning effectively and make informed financial decisions.
Why Use a SWP Calculator Axis Bank?
The key reasons to use an Axis Bank SWP calculator are listed below:
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Simple Planning
Helps plan your regular withdrawals easily, ensuring you get the right amount each month.
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Accurate Calculation
Gives accurate estimates of the amount you’ll receive based on your investment plans and goals.
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Customizable
You can adjust the investment and withdrawal amount, making it flexible for your needs.
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Better Investment Decisions
Assists in making informed decisions about how much to withdraw without affecting your principal too soon.
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Easy Tracking
Keeps track of your withdrawals, helping you stay on course with your financial objectives.
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Free to Use
Policybazaar offers the Axis Bank SWP Calculator at no cost, simplifying your retirement or investment planning.
Best SIP Funds
Payment Mode
Invest
₹ 10,000
Invest for
Instant tax receipt
Instant tax receipt
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.33 %
Instant tax receipt
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.61 %
Instant tax receipt
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.19 %
Instant tax receipt
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.25 %
Instant tax receipt
Instant tax receipt
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.04 %
Instant tax receipt
Instant tax receipt
Instant tax receipt
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.19 %
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.25 %
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.04 %
Growth Super Fund
AUM (Cr)
₹13,357
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 19.58 %
Future Opportunity Fund
AUM (Cr)
₹66
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.56 %
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.33 %
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.61 %
Growth Opportunities Plus Fund
AUM (Cr)
₹986
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.53 %
Classic Opportunities Fund
AUM (Cr)
₹13,638
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.98 %
Opportunities Fund
AUM (Cr)
₹3,368
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.28 %
Equity Top 250 Fund
AUM (Cr)
₹539
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 19.49 %
Whole Life Income Fund
AUM (Cr)
₹866
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 6.15 %
Whole Life Aggressive Growth Fund
AUM (Cr)
₹878
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.45 %
Save N Grow Money Fund
AUM (Cr)
₹65
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 11.64 %
Asset Allocation Fund II
AUM (Cr)
₹295
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 13.52 %
Multi Cap Balanced Fund
AUM (Cr)
₹2,021
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 13.96 %
Super Select Equity Fund
AUM (Cr)
₹1,296
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.84 %
View More
How to Use the Axis Bank SWP Calculator?
Follow these steps to start using the Axis SWP Calculator:
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Enter Total Investment: Start by filling in the total amount invested in the mutual fund.
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Specify Monthly Withdrawal: Enter the amount you wish to withdraw each month.
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Expected Rate of Return: Input the expected annual return rate on the investment.
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Investment Tenure: Specify the duration of the investment in years.
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Results Provided: The calculator will display:
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Total investment made
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Total withdrawals over the tenure
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Interest earned
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Final value of the investment
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- Insurance Companies
- Mutual Funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 5 Years | 7 Years | 10 Years | |
| High Growth Fund Max Life | 30.5% | 22.23% |
18.46%
View Plan
|
|
| Top 200 Fund Tata AIA | 30.5% | 22.8% |
19.18%
View Plan
|
|
| Accelerator Mid-Cap Fund II Bajaj Allianz | 23.61% | 13.81% |
14.61%
View Plan
|
|
| Opportunities Fund HDFC Standard | 25.33% | 15.97% |
14.74%
View Plan
|
|
| Equity II Fund Canara HSBC Oriental Bank | 18.76% | 11.06% |
10.18%
View Plan
|
|
| Grow Money Plus Fund Bharti AXA | 20.04% | 14.62% |
13.76%
View Plan
|
|
| Multiplier Birla Sun Life | 26.07% | 15.49% |
15.46%
View Plan
|
|
| Equity Top 250 Fund Edelwiess Tokio | 19.49% | 12.96% |
11.37%
View Plan
|
|
| Opportunities Fund ICICI Prudential | 22.28% | 14.19% |
12.31%
View Plan
|
|
| Flexi Growth Fund LIC | - | - |
-
View Plan
|
|
Fund rating powered by
Last updated: Jun 2025
Compare more funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 3 Years | 5 Years | 10 Years | |
| Active Fund QUANT | 23.92% | 31.48% |
21.87%
|
|
| Flexi Cap Fund PARAG PARIKH | 20.69% | 26.41% |
19.28%
|
|
| Large and Mid-Cap Fund EDELWEISS | 22.34% | 24.29% |
17.94%
|
|
| Equity Opportunities Fund KOTAK | 24.64% | 25.01% |
19.45%
|
|
| Large and Midcap Fund MIRAE ASSET | 19.74% | 24.32% |
22.50%
|
|
| Flexi Cap Fund PGIM INDIA | 14.75% | 23.39% |
-
|
|
| Flexi Cap Fund DSP | 18.41% | 22.33% |
16.91%
|
|
| Emerging Equities Fund CANARA ROBECO | 20.05% | 21.80% |
15.92%
|
|
| Focused fund SUNDARAM | 18.27% | 18.22% |
16.55%
|
|
Last updated: May 2025
Compare more funds
Illustration of Axis SWP Calculator
Let us go through an Axis Bank Systematic Withdrawal Plan (SWP) for an investment amount of ₹12,00,000 per year, with monthly withdrawals of ₹15,000 for a year and a 15% annual interest rate (1.25% per month).
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Initial Investment: ₹12,00,000
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Monthly Withdrawal: ₹15,000
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Interest Rate: 15% per year (1.25% per month)
| Month | Starting Balance | Withdrawal | Interest Earned | Ending Balance |
| 1 | ₹12,00,000 | ₹15,000 | ₹15,000 | ₹11,97,000 |
| 2 | ₹11,97,000 | ₹15,000 | ₹14,962.50 | ₹11,96,962.50 |
| 3 | ₹11,96,962.50 | ₹15,000 | ₹14,962.03 | ₹11,96,924.53 |
| 4 | ₹11,96,924.53 | ₹15,000 | ₹14,848.55 | ₹11,96,773.08 |
| 5 | ₹11,96,773.08 | ₹15,000 | ₹14,846.66 | ₹11,96,619.74 |
| 6 | ₹11,96,619.74 | ₹15,000 | ₹14,745.24 | ₹11,96,364.98 |
| 7 | ₹11,96,364.98 | ₹15,000 | ₹14,670.81 | ₹11,96,035.79 |
| 8 | ₹11,96,035.79 | ₹15,000 | ₹14,550.45 | ₹11,95,586.24 |
| 9 | ₹11,95,586.24 | ₹15,000 | ₹14,494.05 | ₹11,95,080.29 |
| 10 | ₹11,95,080.29 | ₹15,000 | ₹14,437.60 | ₹11,94,517.89 |
| 11 | ₹11,94,517.89 | ₹15,000 | ₹14,366.47 | ₹11,93,884.36 |
| 12 | ₹11,93,884.36 | ₹15,000 | ₹14,242.30 | ₹11,,93,,126..66 |
Benefits of Policybazaar SWP Calculator - Axis Bank
The key advantages offered by the Policybazaar Axis Bank SWP Calculator are as follows:
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User-Friendly Interface
The calculator is easy to use, allowing you to make quick calculations without any hassle.
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Accurate Projections
It provides precise estimates of the SWP amounts, ensuring you get reliable information for your financial planning.
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Personalized Results
Based on your investment options, investment goals, tenure, and risk profile, it gives customized calculations tailored to your needs.
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Helps in Planning
The tool helps you plan regular withdrawals, making it easier to manage your income requirements effectively.
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Flexible Parameters
You can adjust the investment and withdrawal amount and observe the impact it has on your returns.
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Time-Saving
The calculator saves you time by offering instant results, eliminating the need for manual calculations.
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Ideal for Retirement Planning
It is a valuable tool for retirees who want to manage their post-retirement income in a structured way.
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Optimizes Investment
The calculator helps strike a balance between withdrawals and long-term growth, ensuring optimal investment management.
Conclusion
The Axis SWP Calculator helps investors plan regular withdrawals from their mutual fund investments, ensuring a steady income while preserving capital. It provides an estimate of how long your funds will last based on the withdrawal amount and expected returns. The SWP calculator- Axis Bank is a valuable resource for retirees and investors seeking financial stability. By using it, you can make informed decisions and ensure long-term financial security.
FAQs
-
What is the Axis Bank SWP Calculator?
The Axis Bank SWP Calculator is an online tool that helps you calculate regular withdrawals from your Axis mutual fund investments. It considers your investment amount, expected returns, and withdrawal amount to determine how long your funds will last. -
How does the Axis Bank SWP Calculator work?
The SWP calculator - Axis Bank helps you plan monthly withdrawals by entering details like your investment amount, expected returns, and the desired monthly withdrawal. It then calculates the total withdrawal, interest earned, and final investment value. -
Why should I use the Axis SWP Calculator?
The Axis SWP Calculator helps you:-
Plan regular withdrawals
-
Make accurate financial decisions
-
Customize your withdrawals and investment amounts
-
Track withdrawals over time
-
Plan for retirement or long-term goals
-
-
How can I use the Axis Bank SWP Calculator?
To use the Axis Bank SWP Calculator:-
Enter the total investment amount
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Specify the monthly withdrawal amount
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Input the expected annual return rate
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Set the investment tenure in years
The calculator will show you the withdrawal plan and the final investment value.
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˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
*All savings are provided by the insurer as per the IRDAI approved
insurance
plan.
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^Section 80C allows annual deductions of up to ₹1.5 lacs from the taxable income. Section 10(10D) provides tax-free maturity benefits for investments of up to ₹2.5 Lacs/ year, on policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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