Name of Schemes (for SIP)

SBI Magnum Equity ESG Fund

SBI Large & Midcap Fund
SBI Magnum Global Fund
SBI Equity Hybrid Fund
SBI Consumption Opportunities Fund
SBI Technology Opportunities Fund
SBI Healthcare Opportunities Fund
SBI Contra Fund
SBI Nifty Index Fund
SBI Focused Equity Fund
SBI Conservative Hybrid Fund
SBI Magnum Midcap Fu nd
SBI Magnum Comma Fund
SBI Flexicap Fund
SBI Multi Asset Allocation Fund
SBI Bluechip Fund
SBI Infrastructure Fund
SBI PSU Fund
SBI Small Cap Fund
SBI Banking & Financial Services Fund
SBI Equity Minimum Variance Fund
SBI International Access-US Equity FoF
SBI Nifty Next 50 Index Fund
SBI Balanced Advantage Fund
Name of Schemes (for Switch and SWP)
SBI Conservative Hybrid Fund
SBI Multi Asset Allocation Fund
SBI Bluechip Fund
SBI Arbitrage Opportunities Fund
SBI Short Term Debt Fund
SBI Banking & PSU Fund
SBI Equity Savings Fund
SBI Balanced Advantage Fund
SBI Equity Hybrid Fund
 SIP PLAN
Age of the person
Investment starts 37
Investment Tenure in years 15 (Select from Drop down B
Monthly SIP Amount ₹ 5,000
Returns % expected 12%
Expected corpus at the end of the SIP
₹ 2,522,880
investment period

SWP PLAN
Monthly withrdrawal amount ₹ 15,000.0
Returns expected 8%
Age for withdrawing 60
Closing Balance ₹ 2,795,488
rom Drop down Box)
Age Monthly withdrawal Opening balance Returns Generated Closing Balance
52 ₹ 15,000 ₹ 2,522,880 ₹ 201,830 ₹ 2,544,710
53 ₹ 15,000 ₹ 2,544,710 ₹ 203,577 ₹ 2,568,287
54 ₹ 15,000 ₹ 2,568,287 ₹ 205,463 ₹ 2,593,750
55 ₹ 15,000 ₹ 2,593,750 ₹ 207,500 ₹ 2,621,250
56 ₹ 15,000 ₹ 2,621,250 ₹ 209,700 ₹ 2,650,950
57 ₹ 15,000 ₹ 2,650,950 ₹ 212,076 ₹ 2,683,026
58 ₹ 15,000 ₹ 2,683,026 ₹ 214,642 ₹ 2,717,668
59 ₹ 15,000 ₹ 2,717,668 ₹ 217,413 ₹ 2,755,082
60 ₹ 15,000 ₹ 2,755,082 ₹ 220,407 ₹ 2,795,488
61 ₹ 15,000 ₹ 2,795,488 ₹ 223,639 ₹ 2,839,127
62 ₹ 15,000 ₹ 2,839,127 ₹ 227,130 ₹ 2,886,258
63 ₹ 15,000 ₹ 2,886,258 ₹ 230,901 ₹ 2,937,158
64 ₹ 15,000 ₹ 2,937,158 ₹ 234,973 ₹ 2,992,131
65 ₹ 15,000 ₹ 2,992,131 ₹ 239,370 ₹ 3,051,501
66 ₹ 15,000 ₹ 3,051,501 ₹ 244,120 ₹ 3,115,622
67 ₹ 15,000 ₹ 3,115,622 ₹ 249,250 ₹ 3,184,871
68 ₹ 15,000 ₹ 3,184,871 ₹ 254,790 ₹ 3,259,661
69 ₹ 15,000 ₹ 3,259,661 ₹ 260,773 ₹ 3,340,434
70 ₹ 15,000 ₹ 3,340,434 ₹ 267,235 ₹ 3,427,668
71 ₹ 15,000 ₹ 3,427,668 ₹ 274,213 ₹ 3,521,882
72 ₹ 15,000 ₹ 3,521,882 ₹ 281,751 ₹ 3,623,633
73 ₹ 15,000 ₹ 3,623,633 ₹ 289,891 ₹ 3,733,523
74 ₹ 15,000 ₹ 3,733,523 ₹ 298,682 ₹ 3,852,205
75 ₹ 15,000 ₹ 3,852,205 ₹ 308,176 ₹ 3,980,381
76 ₹ 15,000 ₹ 3,980,381 ₹ 318,431 ₹ 4,118,812
77 ₹ 15,000 ₹ 4,118,812 ₹ 329,505 ₹ 4,268,317
78 ₹ 15,000 ₹ 4,268,317 ₹ 341,465 ₹ 4,429,782
79 ₹ 15,000 ₹ 4,429,782 ₹ 354,383 ₹ 4,604,165
80 ₹ 15,000 ₹ 4,604,165 ₹ 368,333 ₹ 4,792,498
81 ₹ 15,000 ₹ 4,792,498 ₹ 383,400 ₹ 4,995,898
82 ₹ 15,000 ₹ 4,995,898 ₹ 399,672 ₹ 5,215,570
83 ₹ 15,000 ₹ 5,215,570 ₹ 417,246 ₹ 5,452,815
84 ₹ 15,000 ₹ 5,452,815 ₹ 436,225 ₹ 5,709,040
85 ₹ 15,000 ₹ 5,709,040 ₹ 456,723 ₹ 5,985,764
86 ₹ 15,000 ₹ 5,985,764 ₹ 478,861 ₹ 6,284,625
87 ₹ 15,000 ₹ 6,284,625 ₹ 502,770 ₹ 6,607,395
88 ₹ 15,000 ₹ 6,607,395 ₹ 528,592 ₹ 6,955,986
89 ₹ 15,000 ₹ 6,955,986 ₹ 556,479 ₹ 7,332,465
90 ₹ 15,000 ₹ 7,332,465 ₹ 586,597 ₹ 7,739,062
91 ₹ 15,000 ₹ 7,739,062 ₹ 619,125 ₹ 8,178,187
92 ₹ 15,000 ₹ 8,178,187 ₹ 654,255 ₹ 8,652,442
93 ₹ 15,000 ₹ 8,652,442 ₹ 692,195 ₹ 9,164,638
94 ₹ 15,000 ₹ 9,164,638 ₹ 733,171 ₹ 9,717,809
95 ₹ 15,000 ₹ 9,717,809 ₹ 777,425 ₹ 10,315,233
96 ₹ 15,000 ₹ 10,315,233 ₹ 825,219 ₹ 10,960,452
97 ₹ 15,000 ₹ 10,960,452 ₹ 876,836 ₹ 11,657,288
 98 ₹ 15,000 ₹ 11,657,288 ₹ 932,583 ₹ 12,409,871
99 ₹ 15,000 ₹ 12,409,871 ₹ 992,790 ₹ 13,222,661
100 ₹ 15,000 ₹ 13,222,661 ₹ 1,057,813 ₹ 14,100,474
100 ₹ 15,000 ₹ 14,100,474 ₹ 1,128,038 ₹ 15,048,512
100 ₹ 15,000 ₹ 15,048,512 ₹ 1,203,881 ₹ 16,072,393
100 ₹ 15,000 ₹ 16,072,393 ₹ 1,285,791 ₹ 17,178,184
100 ₹ 15,000 ₹ 17,178,184 ₹ 1,374,255 ₹ 18,372,439
100 ₹ 15,000 ₹ 18,372,439 ₹ 1,469,795 ₹ 19,662,234
100 ₹ 15,000 ₹ 19,662,234 ₹ 1,572,979 ₹ 21,055,213
100 ₹ 15,000 ₹ 21,055,213 ₹ 1,684,417 ₹ 22,559,630
100 ₹ 15,000 ₹ 22,559,630 ₹ 1,804,770 ₹ 24,184,400
100 ₹ 15,000 ₹ 24,184,400 ₹ 1,934,752 ₹ 25,939,152
100 ₹ 15,000 ₹ 25,939,152 ₹ 2,075,132 ₹ 27,834,285
100 ₹ 15,000 ₹ 27,834,285 ₹ 2,226,743 ₹ 29,881,027
100 ₹ 15,000 ₹ 29,881,027 ₹ 2,390,482 ₹ 32,091,509