Inflation-Adjusted SWP Calculator

Simulate how long your retirement corpus will last when taking monthly withdrawals that increase annually to beat inflation.

Capital & Withdrawals

Initial Capital₹1,00,00,000
₹1 Lakh₹5 Crore
Initial Monthly Withdrawal₹50,000
₹1,000₹5 Lakh

Assumptions

Corpus Longevity

21 Years & 6 Months

Total payout extracted from portfolio: ₹2,49,71,089

Withdrawal Health

Safe Withdrawal Rate (6.0% yield)Excellent! Your initial withdrawal is within conservative safety parameters (under 6%), keeping your corpus highly sustainable against market volatility and inflation drag.

Corpus Depletion Curve

SWP Math Takeaways

  • The Inflation Compounder: With a 6% inflation rate, a ₹50,000 monthly withdrawal grows to ₹89,540 in 10 years, and ₹1,60,350 in 20 years to maintain identical purchasing power.
  • Sequence of Returns Risk: Drawing down capital while the underlying markets fluctuate can accelerate depletion if returns are poor in the early years. Keeping returns conservative helps buffer this.
  • Safe Withdrawal Rate (SWR): Standard retirement research recommends a SWR of 4% of the initial capital to ensure your money lasts indefinitely under normal market cycles.

Retirement Income That Keeps Pace With Rising Prices — The Inflation SWP Strategy

Here's the retirement planning trap most Indians fall into: they calculate a fixed monthly withdrawal, confirm the corpus will last 25 years, and feel satisfied. Then inflation hits. That ₹80,000/month withdrawal buys the same lifestyle as ₹35,000/month in 20 years. The corpus lasts on paper — but the lifestyle deteriorates silently.

An Inflation-Adjusted SWP (Systematic Withdrawal Plan) solves this by increasing the monthly withdrawal every year in line with inflation. If you start with ₹80,000/month and inflation is 6%, year 2 withdraws ₹84,800, year 3 withdraws ₹89,888, and so on — maintaining your purchasing power throughout retirement.

The challenge is that higher withdrawals deplete the corpus faster. The solution is a higher starting corpus and a realistic portfolio return assumption. An equity-heavy retirement portfolio might average 10–12% annual returns, providing enough growth margin to sustain increasing withdrawals for 25–30 years.

A common rule for inflation-adjusted withdrawal: your sustainable initial withdrawal rate is approximately 3–3.5% of corpus per year (not 4%, which assumes flat withdrawals). At 3.5% of a ₹3 crore corpus = ₹1.05 lakh/month starting withdrawal that you can increase annually with inflation. This tool shows you exactly how long your corpus survives under your specific withdrawal and inflation assumptions.

Related Planners

Continue exploring tools in the Investing & Growth category.

View All Tools