INVEST NOW*Considering 6% annual withdrawal for 10 years with one year deferment of withdrawal and 8% annual returns (compounded monthly). The above is for illustration purpose only. The amount, rate of return, etc. are assumed figures and used for explaining the concept. It should not be construed to be an indicator of scheme performance in any manner. Cashflow/Fixed Amount Benefit may be from your return on investment or return of capital. MOAMC does not guarantee or assure returns. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
What is Motilal Oswal Fixed Amount Benefit Plan (FAB)?
Motilal Oswal Fixed Amount Benefit Plan (FAB) plan works on Systematic Withdrawal Option (SWP) framework, which enables you to withdraw a fixed amount at a predefined frequency and tenure from your investment. With Motilal Oswal FAB Plan, you can select a Fixed Amount of Withdrawal from investment by opting a withdrawal rate on initial investment amount. Once the request is registered as SWP with us, customers will continue to receive the pre-decided withdrawal amount as per defined frequency and tenure in their registered bank account. The withdrawals are processed from invested capital or return on the capital and shall continue to be paid out till the residual investment amounts are available in customer folio. You can therefore enjoy fixed amount withdrawal irrespective of the movement in the market value of the investments.
FAB Features
Flexiblity of Lumpsum
Investment
Investment
Customize percentage
of your withdrawals
of your withdrawals
Set frequency of withdrawals:
• Annually • Quarterly • Monthly
• Annually • Quarterly • Monthly
Select tenure of
your withdrawals
your withdrawals
Decide start of your
withdrawals
withdrawals
FAB EXPLAINED
Perfect combo of regular
income & wealth creation
Great tool for expense &
lifestyle management
Suitable for several goals
including retirement
FAB CALCULATOR
ENTER AMOUNT
one crore
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BrochureFrequently Asked Questions
Is FAB good for retirees?
While FAB guarantees a steady source of income for retirees, it also comes with its fair share of risks. As a retiree, you need to understand how the rate of return in a mutual fund works and the withdrawals required to maintain your lifestyle after retirement. Having a combination of other securities along with an SWP is a good idea for retirees.
