Systematic Withdrawal Plan Calculator
| Scheme | Withdrawal Period | No of Monthly Installments | Total Withdrawal Amount | Current Value as on 13-08-2019 | Return (%) |
|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 20-08-2016 to 08-01-2026 | 36 | 108000.0 | 1655.33 | 6.3 |
JM Aggressive Hybrid Fund (Regular) -Growth Option
| Nav Date | Nav | Units | Cumulative Units | Cash Flow | Net Amount | Capital Gain/Loss | No. of Days (Invested) |
Current Value |
|---|---|---|---|---|---|---|---|---|
| 22-08-2016 | 39.2242 | 2549.446515161558 | 2549.446515161558 | 100000.0 | 100000.0 | 0.0 | 0 | 100000.0 |
| 12-09-2016 | 39.5745 | 75.80639047871736 | 2473.640124682841 | -3000.0 | 97000.0 | 26.554978584694478 | 21 | 97893.07 |
| 10-10-2016 | 39.4309 | 76.08246324583004 | 2397.5576614370107 | -3000.0 | 94000.0 | 15.72624515291291 | 49 | 94537.86 |
| 10-11-2016 | 38.9009 | 77.11903837700413 | 2320.4386230600066 | -3000.0 | 91000.0 | -24.932585107285686 | 80 | 90267.15 |
| 12-12-2016 | 37.8231 | 79.31660810457102 | 2241.1220149554356 | -3000.0 | 88000.0 | -111.13049961531497 | 112 | 84766.18 |
| 10-01-2017 | 38.3045 | 78.31977966035323 | 2162.8022352950825 | -3000.0 | 85000.0 | -72.03070135362734 | 141 | 82845.06 |
| 10-02-2017 | 39.9655 | 75.06474334113173 | 2087.7374919539507 | -3000.0 | 82000.0 | 55.64549423878061 | 172 | 83437.47 |
| 10-03-2017 | 40.4208 | 74.21921387008669 | 2013.518278083864 | -3000.0 | 79000.0 | 88.81071131694547 | 200 | 81388.02 |
| 10-04-2017 | 41.1379 | 72.92545317092025 | 1940.5928249129438 | -3000.0 | 76000.0 | 139.55743973319 | 231 | 79831.91 |
| 10-05-2017 | 41.8645 | 71.65975946207408 | 1868.9330654508697 | -3000.0 | 73000.0 | 189.20326290771393 | 261 | 78241.95 |
| 12-06-2017 | 42.598 | 70.42584158880699 | 1798.5072238620626 | -3000.0 | 70000.0 | 237.60270435231672 | 294 | 76612.81 |
| 10-07-2017 | 43.1493 | 69.52604097864855 | 1728.981182883414 | -3000.0 | 67000.0 | 272.896663445293 | 322 | 74604.33 |
| 10-08-2017 | 43.3417 | 69.21740494719865 | 1659.7637779362153 | -3000.0 | 64000.0 | 285.0026648700904 | 353 | 71936.98 |
| 11-09-2017 | 43.9503 | 68.25891973433629 | 1591.504858201879 | -3000.0 | 61000.0 | 322.5984805564464 | 385 | 69947.12 |
| 10-10-2017 | 43.9253 | 68.29776916719977 | 1523.2070890346793 | -3000.0 | 58000.0 | 321.07464263192264 | 414 | 66907.33 |
| 10-11-2017 | 44.3809 | 67.59664630505466 | 1455.6104427296245 | -3000.0 | 55000.0 | 348.57562600127494 | 445 | 64601.3 |
| 11-12-2017 | 44.3769 | 67.60273926299494 | 1388.0077034666297 | -3000.0 | 52000.0 | 348.3366346004338 | 476 | 61595.48 |
| 10-01-2018 | 45.2413 | 66.31109185633481 | 1321.696611610295 | -3000.0 | 49000.0 | 399.00047080875214 | 506 | 59795.27 |
| 12-02-2018 | 45.0061 | 66.65763085448417 | 1255.0389807558108 | -3000.0 | 46000.0 | 385.407755837542 | 539 | 56484.41 |
| 12-03-2018 | 44.677 | 67.1486447165208 | 1187.89033603929 | -3000.0 | 43000.0 | 366.1481299102444 | 567 | 53071.38 |
| 10-04-2018 | 44.3321 | 67.67105551056684 | 1120.2192805287232 | -3000.0 | 40000.0 | 345.65698444242395 | 596 | 49661.67 |
| 10-05-2018 | 44.8573 | 66.878746603117 | 1053.3405339256062 | -3000.0 | 37000.0 | 376.73466749001824 | 626 | 47250.01 |
| 11-06-2018 | 45.09 | 66.5335994677312 | 986.8069344578751 | -3000.0 | 34000.0 | 390.27278775781764 | 658 | 44495.12 |
| 10-07-2018 | 45.374 | 66.1171596068233 | 920.6897748510518 | -3000.0 | 31000.0 | 406.60730815004183 | 687 | 41775.38 |
| 10-08-2018 | 46.1918 | 64.94659225230453 | 855.7431825987472 | -3000.0 | 28000.0 | 452.52187617715686 | 718 | 39528.32 |
| 10-09-2018 | 46.2609 | 64.84958139595209 | 790.8936012027951 | -3000.0 | 25000.0 | 456.3270494088958 | 749 | 36587.45 |
| 10-10-2018 | 44.8783 | 66.8474518865465 | 724.0461493162486 | -3000.0 | 22000.0 | 377.9621777117225 | 779 | 32493.96 |
| 12-11-2018 | 45.0344 | 66.61574263229886 | 657.4304066839497 | -3000.0 | 19000.0 | 387.0507878421825 | 812 | 29606.98 |
| 10-12-2018 | 45.0965 | 66.52400962380673 | 590.906397060143 | -3000.0 | 16000.0 | 390.64894171388 | 840 | 26647.81 |
| 10-01-2019 | 45.5652 | 65.8397197861526 | 525.0666772739904 | -3000.0 | 13000.0 | 417.4896631639932 | 871 | 23924.77 |
| 11-02-2019 | 45.676 | 65.68000700586741 | 459.386670268123 | -3000.0 | 10000.0 | 423.75426920045527 | 903 | 20982.95 |
| 11-03-2019 | 46.2115 | 64.91890546725382 | 394.4677648008692 | -3000.0 | 7000.0 | 453.6078681713425 | 931 | 18228.95 |
| 10-04-2019 | 46.6536 | 64.30371932712589 | 330.1640454737433 | -3000.0 | 4000.0 | 477.73805236894873 | 961 | 15403.34 |
| 10-05-2019 | 45.4566 | 65.99701693483455 | 264.1670285389087 | -3000.0 | 1000.0 | 411.3198083446627 | 991 | 12008.13 |
| 10-06-2019 | 41.7272 | 71.8955501447497 | 192.271478394159 | -3000.0 | -2000.0 | 179.95456201230851 | 1,022 | 8022.95 |
| 10-07-2019 | 40.9896 | 73.18929679723637 | 119.08218159692264 | -3000.0 | -5000.0 | 129.20838456584104 | 1,052 | 4881.13 |
| 13-08-2019 | 39.0934 | 76.73929614717574 | 42.3428854497469 | -3000.0 | -8000.0 | -10.03749993605064 | 1,086 | 1655.33 |