Mutual Fund SWP Live Return

SWP Live Return as on

Initial Amount

:1,00,00,000

Pension PM

: 60,000

Pension Drawn

:7200000.0

Balance Worth

:1.342829610607246E7

Total Worth

:2.062829610607246E7

Annual Return

:9.71 %

View SWP Cash Flow

Sundaram Aggressive Hybrid Fund Growth

Date Nav Cash Flow Units Balance Units Principal Amount Balance Worth
03-10-2016 61.43 +1.0E7 + 162,789.83 162,789.83 1.0E7 1.0E7
01-11-2016 61.55 -60000.0 - 974.83 161,814.99 9940000.0 9959551.06
01-12-2016 59.39 -60000.0 - 1,010.19 160,804.8 9880000.0 9550969.2
01-01-2017 58.75 -60000.0 - 1,021.31 159,783.49 9820000.0 9386960.65
01-02-2017 61.30 -60000.0 - 978.81 158,804.69 9760000.0 9734600.3
01-03-2017 62.09 -60000.0 - 966.42 157,838.27 9700000.0 9799389.02
01-04-2017 63.71 -60000.0 - 941.78 156,896.49 9640000.0 9995734.16
01-05-2017 65.68 -60000.0 - 913.5 155,982.99 9580000.0 1.02451811E7
01-06-2017 66.59 -60000.0 - 901 155,081.99 9520000.0 1.03273128E7
01-07-2017 66.37 -60000.0 - 903.97 154,178.02 9460000.0 1.023336536E7
01-08-2017 69.03 -60000.0 - 869.22 153,308.79 9400000.0 1.058247672E7
01-09-2017 68.85 -60000.0 - 871.42 152,437.37 9340000.0 1.049578566E7
01-10-2017 68.57 -60000.0 - 875.01 151,562.37 9280000.0 1.039278308E7
01-11-2017 72.17 -60000.0 - 831.33 150,731.04 9220000.0 1.087881682E7
01-12-2017 71.53 -60000.0 - 838.75 149,892.28 9160000.0 1.072248461E7
01-01-2018 73.39 -60000.0 - 817.51 149,074.77 9100000.0 1.094110439E7
01-02-2018 74.32 -60000.0 - 807.37 148,267.41 9040000.0 1.101861096E7
01-03-2018 72.31 -60000.0 - 829.73 147,437.67 8980000.0 1.066158686E7
01-04-2018 71.40 -60000.0 - 840.36 146,597.32 8920000.0 1.046679934E7
01-05-2018 74.95 -60000.0 - 800.51 145,796.8 8860000.0 1.092773291E7
01-06-2018 73.57 -60000.0 - 815.6 144,981.2 8800000.0 1.066560022E7
01-07-2018 73.24 -60000.0 - 819.2 144,162 8740000.0 1.05586843E7
01-08-2018 75.69 -60000.0 - 792.67 143,369.33 8680000.0 1.085211186E7
01-09-2018 77.85 -60000.0 - 770.72 142,598.61 8620000.0 1.110118746E7
01-10-2018 73.83 -60000.0 - 812.65 141,785.96 8560000.0 1.046846867E7
01-11-2018 71.64 -60000.0 - 837.48 140,948.49 8500000.0 1.009809921E7
01-12-2018 73.37 -60000.0 - 817.8 140,130.69 8440000.0 1.028105211E7
01-01-2019 73.98 -60000.0 - 811.02 139,319.67 8380000.0 1.03070363E7
01-02-2019 73.40 -60000.0 - 817.47 138,502.2 8320000.0 1.016567361E7
01-03-2019 73.19 -60000.0 - 819.82 137,682.38 8260000.0 1.007653275E7
01-04-2019 76.93 -60000.0 - 779.96 136,902.42 8200000.0 1.053156123E7
01-05-2019 76.45 -60000.0 - 784.86 136,117.56 8140000.0 1.040569747E7
01-06-2019 77.84 -60000.0 - 770.86 135,346.7 8080000.0 1.053477837E7
01-07-2019 76.94 -60000.0 - 779.79 134,566.91 8020000.0 1.035403558E7
01-08-2019 73.20 -60000.0 - 819.65 133,747.26 7960000.0 9790593.85
01-09-2019 73.30 -60000.0 - 818.52 132,928.75 7900000.0 9744129.08
01-10-2019 74.83 -60000.0 - 801.78 132,126.97 7840000.0 9887536.64
01-11-2019 77.78 -60000.0 - 771.39 131,355.58 7780000.0 1.021708658E7
01-12-2019 78.73 -60000.0 - 762.06 130,593.52 7720000.0 1.028218964E7
01-01-2020 78.83 -60000.0 - 761.1 129,832.43 7660000.0 1.023514452E7
01-02-2020 79.51 -60000.0 - 754.61 129,077.81 7600000.0 1.026310598E7
01-03-2020 77.32 -60000.0 - 776.01 128,301.8 7540000.0 9920102.88
01-04-2020 61.74 -60000.0 - 971.85 127,329.95 7480000.0 7861070.99
01-05-2020 68.97 -60000.0 - 869.99 126,459.96 7420000.0 8721462.8
01-06-2020 69.01 -60000.0 - 869.39 125,590.57 7360000.0 8667545.53
01-07-2020 71.92 -60000.0 - 834.25 124,756.32 7300000.0 8972599.65
01-08-2020 75.06 -60000.0 - 799.38 123,956.95 7240000.0 9303997.67
01-09-2020 77.16 -60000.0 - 777.59 123,179.35 7180000.0 9504654.33
01-10-2020 76.67 -60000.0 - 782.6 122,396.75 7120000.0 9383816.05
01-11-2020 77.43 -60000.0 - 774.92 121,621.82 7060000.0 9416800.86
01-12-2020 84.64 -60000.0 - 708.86 120,912.97 7000000.0 1.023448476E7
01-01-2021 88.97 -60000.0 - 674.41 120,238.56 6940000.0 1.06972278E7
01-02-2021 90.79 -60000.0 - 660.84 119,577.72 6880000.0 1.085693971E7
01-03-2021 94.10 -60000.0 - 637.61 118,940.11 6820000.0 1.119244303E7
01-04-2021 94.25 -60000.0 - 636.58 118,303.53 6760000.0 1.115049814E7
01-05-2021 93.82 -60000.0 - 639.53 117,664 6700000.0 1.103902427E7
01-06-2021 98.59 -60000.0 - 608.57 117,055.43 6640000.0 1.154069336E7
01-07-2021 101.29 -60000.0 - 592.37 116,463.05 6580000.0 1.179623967E7
01-08-2021 104.07 -60000.0 - 576.55 115,886.51 6520000.0 1.206008847E7
01-09-2021 109.16 -60000.0 - 549.63 115,336.87 6460000.0 1.259062293E7
01-10-2021 111.33 -60000.0 - 538.91 114,797.96 6400000.0 1.278101928E7
01-11-2021 113.90 -60000.0 - 526.76 114,271.2 6340000.0 1.301599264E7
01-12-2021 110.90 -60000.0 - 541.01 113,730.19 6280000.0 1.261313333E7
01-01-2022 112.25 -60000.0 - 534.5 113,195.69 6220000.0 1.270661222E7
01-02-2022 111.96 -60000.0 - 535.9 112,659.78 6160000.0 1.261341193E7
01-03-2022 107.79 -60000.0 - 556.64 112,103.14 6100000.0 1.20835643E7
01-04-2022 111.44 -60000.0 - 538.43 111,564.71 6040000.0 1.243223631E7
02-05-2022 108.33 -60000.0 - 553.86 111,010.85 5980000.0 1.202586134E7
01-06-2022 105.92 -60000.0 - 566.47 110,444.38 5920000.0 1.169813646E7
01-07-2022 102.95 -60000.0 - 582.79 109,861.59 5860000.0 1.13106026E7
01-08-2022 110.57 -60000.0 - 542.66 109,318.93 5800000.0 1.2086913E7
01-09-2022 113.34 -60000.0 - 529.39 108,789.54 5740000.0 1.233006532E7
03-10-2022 111.23 -60000.0 - 539.43 108,250.11 5680000.0 1.204043235E7
01-11-2022 115.77 -60000.0 - 518.28 107,731.83 5620000.0 1.24719528E7
01-12-2022 118.46 -60000.0 - 506.51 107,225.33 5560000.0 1.270177298E7
02-01-2023 116.08 -60000.0 - 516.9 106,708.43 5500000.0 1.238640514E7
01-02-2023 111.88 -60000.0 - 536.28 106,172.15 5440000.0 1.187878461E7
01-03-2023 111.17 -60000.0 - 539.73 105,632.42 5380000.0 1.174270165E7
03-04-2023 111.02 -60000.0 - 540.42 105,092 5320000.0 1.166776522E7
02-05-2023 113.63 -60000.0 - 528.04 104,563.96 5260000.0 1.188142478E7
01-06-2023 116.39 -60000.0 - 515.5 104,048.46 5200000.0 1.2110335E7
03-07-2023 120.66 -60000.0 - 497.28 103,551.18 5140000.0 1.249422652E7
01-08-2023 123.69 -60000.0 - 485.07 103,066.11 5080000.0 1.27485147E7
01-09-2023 124.41 -60000.0 - 482.27 102,583.84 5020000.0 1.276266046E7
03-10-2023 125.01 -60000.0 - 479.98 102,103.86 4960000.0 1.276354397E7
01-11-2023 122.64 -60000.0 - 489.25 101,614.61 4900000.0 1.246168035E7
01-12-2023 129.14 -60000.0 - 464.62 101,149.99 4840000.0 1.306234805E7
01-01-2024 135.09 -60000.0 - 444.13 100,705.86 4780000.0 1.360480752E7
01-02-2024 137.12 -60000.0 - 437.59 100,268.27 4720000.0 1.37483542E7
01-03-2024 141.44 -60000.0 - 424.2 99,844.07 4660000.0 1.412224509E7
01-04-2024 142.83 -60000.0 - 420.07 99,424 4600000.0 1.420098841E7
02-05-2024 144.95 -60000.0 - 413.94 99,010.06 4540000.0 1.435145907E7
03-06-2024 147.88 -60000.0 - 405.73 98,604.33 4480000.0 1.458172687E7
01-07-2024 154.26 -60000.0 - 388.95 98,215.38 4420000.0 1.51509507E7
01-08-2024 158.57 -60000.0 - 378.39 97,836.99 4360000.0 1.55136206E7
02-09-2024 161.34 -60000.0 - 371.89 97,465.1 4300000.0 1.572471712E7
01-10-2024 165.33 -60000.0 - 362.92 97,102.18 4240000.0 1.605348592E7
04-11-2024 156.65 -60000.0 - 383.03 96,719.16 4180000.0 1.51508332E7
02-12-2024 158.85 -60000.0 - 377.72 96,341.44 4120000.0 1.530381845E7
01-01-2025 158.70 -60000.0 - 378.06 95,963.38 4060000.0 1.52297815E7
03-02-2025 151.23 -60000.0 - 396.76 95,566.62 4000000.0 1.445213857E7
03-03-2025 143.77 -60000.0 - 417.34 95,149.28 3940000.0 1.367931671E7
01-04-2025 150.91 -60000.0 - 397.58 94,751.7 3880000.0 1.429932005E7
02-05-2025 157.12 -60000.0 - 381.89 94,369.81 3820000.0 1.482694167E7
02-06-2025 159.58 -60000.0 - 376 93,993.82 3760000.0 1.499908197E7
01-07-2025 162.70 -60000.0 - 368.78 93,625.04 3700000.0 1.523269046E7
01-08-2025 159.57 -60000.0 - 376 93,249.03 3640000.0 1.488004668E7
01-09-2025 159.17 -60000.0 - 376.96 92,872.07 3580000.0 1.47821223E7
01-10-2025 160.84 -60000.0 - 373.05 92,499.02 3520000.0 1.487712578E7
03-11-2025 165.26 -60000.0 - 363.07 92,135.95 3460000.0 1.522603619E7
01-12-2025 166.81 -60000.0 - 359.68 91,776.26 3400000.0 1.530963927E7
01-01-2026 165.52 -60000.0 - 362.49 91,413.78 3340000.0 1.513112858E7
02-02-2026 160.67 -60000.0 - 373.44 91,040.34 3280000.0 1.462722327E7
02-03-2026 159.60 -60000.0 - 375.95 90,664.39 3220000.0 1.446959162E7
01-04-2026 149.01 -60000.0 - 402.65 90,261.74 3160000.0 1.345015389E7
04-05-2026 157.77 -60000.0 - 380.3 89,881.43 3100000.0 1.418043149E7
01-06-2026 154.05 -60000.0 - 389.5 89,491.93 3040000.0 1.378581191E7
01-07-2026 158.34 -60000.0 - 378.93 89,113.01 2980000.0 1.411035876E7
03-08-2026 162.08 -60000.0 - 370.19 88,742.82 2920000.0 1.438353447E7
01-09-2026 161.96 -60000.0 - 370.47 88,372.36 2860000.0 1.431257473E7
01-10-2026 152.85 -60000.0 - 392.55 87,979.81 2800000.0 1.344739652E7
152.63 7,200,000 87,979.81 1.342829610607246E7