Investing term

SWP

A plain-English definition of SWP— what it means, how it works, and a simple example.

Quick answer

A Systematic Withdrawal Plan (SWP) lets you withdraw a fixed amount from a mutual fund at regular intervals while the rest stays invested.

An SWP is the mirror image of a SIP. Instead of putting money in each month, you take a fixed amount out — for example ₹20,000 a month — while your remaining units stay invested and can keep growing.

It is popular with retirees who want a regular, predictable income from a corpus without withdrawing everything at once. You control the amount and frequency, and can stop any time.

For example, from a ₹50 lakh corpus you might withdraw ₹25,000 a month. If the fund grows faster than your withdrawals, your capital can even last indefinitely; if not, it slowly depletes. SWPs can also be more tax-efficient than dividend payouts.

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A note on accuracy:this definition is for general education, not personalised financial or tax advice. Figures are illustrative and rules can change — confirm anything that affects a real decision.