SWP Calculator Tata Balanced Advantage Fund - Regular- Growth

AMC: Tata Mutual Fund Scheme: Tata Balanced Advtg Reg Gr

Lumpsum Amount: 2000000 Investement Date: 29-01-2019
Withdrawal Amount 10000 SWP Date: 10
Period Monthly Annual Withdrawal: 6%
SWP Start Date 01-03-2019

Systematic Withdrawal Plan Calculator

Total
Withdrawal No of Monthly Current Value as
Scheme Withdrawal Return (%)
Period Installments on 10-04-2023
Amount

Tata Balanced 01-03-2019 to

50 500000 2451586 10.77
Advtg Reg Gr 20-04-2023

Tata Balanced Advtg Reg Gr

Cumulative Capital No. of Days

Nav Date Nav Units Units Cash Flow Net Amount Gain/Loss (Invested) Current Value
29-01-2019 10.0045 199910.0405 199910.0405 2000000 2000000 0 0 2000000
11-03-2019 10.083 991.7683 198918.2722 -10000 1990000 77.85 41 2005693
10-04-2019 10.3034 970.5534 197947.7187 -10000 1980000 290.1 71 2039535
10-05-2019 10.2063 979.787 196967.9318 -10000 1970000 197.72 101 2010314
10-06-2019 10.5246 950.1549 196017.7769 -10000 1960000 494.18 132 2063009
10-07-2019 10.4317 958.6165 195059.1604 -10000 1950000 409.52 162 2034799
13-08-2019 10.1885 981.4987 194077.6616 -10000 1940000 180.6 196 1977360
11-09-2019 10.2888 971.9306 193105.731 -10000 1930000 276.32 225 1986826
10-10-2019 10.4047 961.1041 192144.6268 -10000 1920000 384.63 254 1999207
11-11-2019 10.7444 930.7174 191213.9095 -10000 1910000 688.64 286 2054479
10-12-2019 10.6885 935.585 190278.3245 -10000 1900000 639.94 315 2033790
10-01-2020 10.855 921.2345 189357.09 -10000 1890000 783.51 346 2055471
10-02-2020 10.8904 918.2399 188438.8501 -10000 1880000 813.47 377 2052174
11-03-2020 10.2763 973.1129 187465.7372 -10000 1870000 264.49 407 1926454
13-04-2020 9.7465 1026.0093 186439.7279 -10000 1860000 -264.71 440 1817135
11-05-2020 9.9798 1002.0241 185437.7038 -10000 1850000 -24.75 468 1850631
10-06-2020 10.4967 952.6804 184485.0234 -10000 1840000 468.91 498 1936484
10-07-2020 10.8648 920.4035 183564.6199 -10000 1830000 791.82 528 1994393
10-08-2020 11.231 890.3927 182674.2273 -10000 1820000 1092.07 559 2051614
10-09-2020 11.2548 888.5098 181785.7175 -10000 1810000 1110.9 590 2045962
12-10-2020 11.458 872.7527 180912.9648 -10000 1800000 1268.55 622 2072901
10-11-2020 11.7348 852.1662 180060.7986 -10000 1790000 1474.5 651 2112977
10-12-2020 12.2508 816.2732 179244.5254 -10000 1780000 1833.59 681 2195889
11-01-2021 12.7782 782.5828 178461.9425 -10000 1770000 2170.65 713 2280422
10-02-2021 13.069 765.1695 177696.773 -10000 1760000 2344.86 743 2322319
10-03-2021 13.2118 756.8991 176939.8739 -10000 1750000 2427.6 771 2337694
12-04-2021 12.9526 772.0458 176167.8281 -10000 1740000 2276.07 804 2281831
10-05-2021 13.2454 754.9791 175412.8491 -10000 1730000 2446.81 832 2323413
10-06-2021 13.648 732.7081 174680.141 -10000 1720000 2669.62 863 2384035
12-07-2021 13.7166 729.0436 173951.0973 -10000 1710000 2706.28 895 2386018
10-08-2021 13.9841 715.0979 173235.9995 -10000 1700000 2845.8 924 2422550
13-09-2021 14.4173 693.6111 172542.3883 -10000 1690000 3060.77 958 2487595
11-10-2021 14.5744 686.1346 171856.2537 -10000 1680000 3135.57 986 2504702
10-11-2021 14.7049 680.0454 171176.2083 -10000 1670000 3196.49 1016 2517129
10-12-2021 14.5512 687.2285 170488.9798 -10000 1660000 3124.62 1046 2480819
10-01-2022 14.719 679.394 169809.5858 -10000 1650000 3203 1077 2499427
10-02-2022 14.6573 682.2539 169127.3319 -10000 1640000 3174.39 1108 2478950
10-03-2022 14.3226 698.1973 168429.1346 -10000 1630000 3014.89 1136 2412343
11-04-2022 14.8026 675.557 167753.5776 -10000 1620000 3241.39 1168 2483189
10-05-2022 14.2579 701.3656 167052.2121 -10000 1610000 2983.19 1197 2381814
10-06-2022 14.1966 704.394 166347.8181 -10000 1600000 2952.89 1228 2361573
11-07-2022 14.3711 695.841 165651.9771 -10000 1590000 3038.46 1259 2380601
10-08-2022 14.9052 670.9068 164981.0703 -10000 1580000 3287.91 1289 2459076
12-09-2022 15.2092 657.4968 164323.5735 -10000 1570000 3422.07 1322 2499230
10-10-2022 14.9436 669.1828 163654.3907 -10000 1560000 3305.16 1350 2445586
10-11-2022 15.2653 655.0805 162999.3103 -10000 1550000 3446.25 1381 2488233
12-12-2022 15.5222 644.2386 162355.0717 -10000 1540000 3554.72 1413 2520108
10-01-2023 15.3361 652.0563 161703.0154 -10000 1530000 3476.5 1442 2479894
10-02-2023 15.3143 652.9845 161050.031 -10000 1520000 3467.22 1473 2466368
10-03-2023 15.2 657.8947 160392.1362 -10000 1510000 3418.09 1501 2437960
10-04-2023 15.3473 651.5804 159740.5558 -10000 1500000 3481.26 1532 2451586