SWP Calculation @if(isset($clientname) && !empty($clientname))
For {{$clientname?$clientname:''}} @else @endif

Initial Investment {{custome_money_format($initial_investment)}}
Deferment Period {{$deferment_period}} Years
Asset Class Debt Balance Equity
% Allocation {{number_format($debt,2)}}% {{number_format($balance,2)}}% {{number_format($equity,2)}}%
Expected Return {{number_format($debt2,2)}}% {{number_format($balance2,2)}}% {{number_format($equity2,2)}}%

SWP Period

Accumulated Fund Value ₹ {{custome_money_format($fund_value)}}
% Investment in Debt Fund {{$debt_fund?number_format($debt_fund,2):0}} %
% Investment in Balance Fund {{$balance_fund?$balance_fund:0}} %
Expected Return (Debt Fund) {{$expected_return_debt_fund?number_format($expected_return_debt_fund,2):0}} %
Expected Return (Balance Fund) {{$expected_return_balance_fund?number_format($expected_return_balance_fund,2):0}} %
Annual Withrawal {{$annual_withdrawal_precent_investment?number_format($annual_withdrawal_precent_investment,2):0}} %
SWP Period {{$swp_period?$swp_period:0}} Years
Rebalancing Period {{$periodic_rebalance_period?$periodic_rebalance_period:0}} Years

Expected Portfolio Return

{{$exp_portfolio_return?$exp_portfolio_return:0}}%

{{$withdrawal?$withdrawal:0}} SWP Amount

₹ {{$withdrawal_amount?custome_money_format($withdrawal_amount):0}}

@php if($annuity=='Deferred_Annuity') { @endphp
 
@php } @endphp @php if($withdrawal=='Monthly') { $mo=12; }elseif($withdrawal=='Quarterly') { $mo=4; }elseif($withdrawal=='Half-Yearly') { $mo=2; }elseif($withdrawal=='Yearly') { $mo=1; } @endphp

Total Annuity Received

₹ {{$withdrawal_amount?custome_money_format($withdrawal_amount*$swp_period*$mo):0}}

Closing Fund Value

₹ {{$closed_val}}

* It is assumed that SWP amount is received on the last day of the month.
* Mutual fund investments are subject to marker risks, read all scheme related documents carefully.
* Returns are not guaranteed. The above is for illustration purpose only.

@include('frontend.calculators.common.footer')
 

Projected Annual Cash Flow & Fund Value

@php if(isset($deferment_period)){ $deferment_period=$deferment_period; }else{ $deferment_period=0; } @endphp
Year Debt Fund Balance Fund Annual Withdrawal End of Year Fund Value Transfer From Balance To Debt Fund
Beginning of Year End of Year Beginning of Year End of Year

*The above is for illustration purpose only. Actual figures may vary depending on market.

@include('frontend.calculators.common.footer') @include('frontend.calculators.suggested.pdf')