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Systematic Withdrawal Plan, is a way to generate regular income from your mutual fund investments. It allows you to withdraw a fixed amount of money at regular intervals, such as monthly, quarterly, or annually.
Here's how it works:
You set up an SWP with your mutual fund company.
You choose the amount you want to withdraw and how often.
The fund house then automatically sells units of your mutual fund to meet your withdrawal request.
The proceeds are deposited into your bank account.
SWP offers several benefits for those seeking regular income:
Predictability: You get a steady stream of income, which can be helpful for budgeting and meeting your financial obligations.
Flexibility: You can customize the withdrawal amount and frequency to fit your needs.
Tax efficiency: Depending on the type of mutual fund and your investment horizon, you may benefit from tax advantages.
However, it's important to remember that SWP also means you'll be reducing the total amount invested in the fund. So, if the market grows, you might miss out on some potential gains.
Overall, SWP is a valuable tool for generating regular income from your mutual funds. If you're considering this option, it's wise to consult with a financial advisor to ensure it aligns with your overall financial goals.
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