Freedom SIP Calculator

For illustration purpose only



Longevity of Monthly Payout (SWP)
Amount (in Years)
Monthly Payout (SWP) Amount


 



 

*Default monthly SWP amount in case no SWP amount mentioned by the investor

Refer the illustration below to derive the default SWP amount assuming SIP amount of Rs.10,000 per month

For SIP Tenure8 Years10 Years12 Years15 Years20 Years25 Years30 Years
Default monthly SWP amount in case no SWP amount mentioned by the investor₹ 10,000₹ 15,000₹ 20,000₹ 30,000₹ 50,000₹ 80,000₹ 1,20,000

Please note the default SWP amounts will change as per the SIP amount invested and tenure selected

Disclaimers: The above is an illustration & not actual performance of any scheme. The above table is intended only to illustrate SWP Payout period against assumed return of SIP Scheme along with SWP Scheme. The aforesaid illustration is based on various assumptions including that of (i) the dates of SIP/SWP, (ii) returns of the schemes, (iii) amount of SIP and the SWP, (iv) consistent market conditions, (v) continuity of SIP (vi) different target and source scheme etc. Any of the assumptions may or not be true in all market conditions. Inflation rate considered is basis general market trends and historical data. The actual results may vary based on the amount of SIP/SWP and the period selected by the investors. The returns shown are not indicating/assuring in any manner. Exit load, STT, stamp duty, tax impact has not been considered in the illustration. The above illustration is calculated by XIRR approach. Past performance may or may not sustain in the future. SIP is to be registered in the eligible schemes only with growth option & monthly frequency for a fixed period of either 8 years, 10 years, 12 years, 15 years, 20 years, 25 years or 30 years. SWP shall be registered only in the growth option & monthly frequency of the Scheme.

ICICI Prudential Freedom SIP (the Facility) including the default monthly SWP payouts do not guarantee, assure, promise or indicate fixed returns/performance of any schemes of ICICI Prudential Mutual Fund or under SIP or of the withdrawal under the Facility. The Facility is an optional feature that allows initial monthly investments through SIP in the source scheme, switch to target scheme after a pre-defined tenure and then monthly SWP from the target scheme. The SWP will be processed either till Dec 2099 or till the units are available in the target scheme, whichever is earlier. ICICI Prudential Mutual Fund does not give guarantee that the SWP units will last till the number of years mentioned in the table. The default monthly SWP payout amounts indicates the likely amount that can be withdrawn. Past performance may or may not sustain in the future. Please read the terms and conditions in the mentioned in the freedom SIP application form before investing or visit "www.iciciprumf.com." and for schemes where Freedom SIP facility is available. ICICI Prudential AMC reserves the right to make changes in the source and target schemes. Kindly advise tax advisor before applying for this facility.

“*”SWP will be processed either till Dec 2099 or till the units are available in the target scheme, whichever is earlier.

ICICI Prudential Mutual Fund does not give guarantee that the SWP units will last till number of years mentioned in the table.

Kindly consult tax adviser before applying for this facility.