SWP (Pension) Performance

SWP withdrawal date is assumed to be the 1st day of the month.
Scheme Name Invested Amount SWP Amount From To No of SWP Total
SWP
Withdrawal
Current Value CAGR % Cash Flow
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 2.082391213270456E7 13.44 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.9920953950069647E7 13.05 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.6722579983962473E7 11.54 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.5678130637533039E7 11 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.5425280053196188E7 10.87 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.5244376804968098E7 10.77 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.5013717723434193E7 10.64 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.4859048032457095E7 10.56 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.4778613891422136E7 10.51 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.4447656148216425E7 10.33 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.4201389131851327E7 10.19 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.3632157389032457E7 9.86 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.3407811416242102E7 9.72 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.2917765619871238E7 9.43 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.210146430527438E7 8.92 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.1639116082870599E7 8.62 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.1268502674000312E7 8.37 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 1.0229493637053069E7 7.64 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 9211915.987018228 6.88 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-03-2015 25-02-2025 120 7200000.0 8426534.68493862 6.25 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 2.082391213270456E7
Grand Total :
2.802391213270456E7
AUM:39,886 Cr
Ann Rtn: 13.44 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.9920953950069647E7
Grand Total :
2.7120953950069647E7
AUM:2,032 Cr
Ann Rtn: 13.05 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.6722579983962473E7
Grand Total :
2.3922579983962473E7
AUM:10,137 Cr
Ann Rtn: 11.54 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.5678130637533039E7
Grand Total :
2.287813063753304E7
AUM:10,454 Cr
Ann Rtn: 11.0 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.5425280053196188E7
Grand Total :
2.2625280053196188E7
AUM:23,354 Cr
Ann Rtn: 10.87 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.5244376804968098E7
Grand Total :
2.2444376804968096E7
AUM:6,753 Cr
Ann Rtn: 10.77 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.5013717723434193E7
Grand Total :
2.2213717723434195E7
AUM:71,143 Cr
Ann Rtn: 10.64 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.4859048032457095E7
Grand Total :
2.2059048032457095E7
AUM:2,363 Cr
Ann Rtn: 10.56 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.4778613891422136E7
Grand Total :
2.1978613891422138E7
AUM:2,371 Cr
Ann Rtn: 10.51 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.4447656148216425E7
Grand Total :
2.1647656148216426E7
AUM:5,956 Cr
Ann Rtn: 10.33 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.4201389131851327E7
Grand Total :
2.1401389131851327E7
AUM:2,031 Cr
Ann Rtn: 10.19 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.3632157389032457E7
Grand Total :
2.0832157389032457E7
AUM:5,436 Cr
Ann Rtn: 9.86 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.3407811416242102E7
Grand Total :
2.06078114162421E7
AUM:746 Cr
Ann Rtn: 9.72 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.2917765619871238E7
Grand Total :
2.0117765619871236E7
AUM:5,282 Cr
Ann Rtn: 9.43 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.210146430527438E7
Grand Total :
1.9301464305274382E7
AUM:7,313 Cr
Ann Rtn: 8.92 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.1639116082870599E7
Grand Total :
1.88391160828706E7
AUM:3,712 Cr
Ann Rtn: 8.62 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.1268502674000312E7
Grand Total :
1.846850267400031E7
AUM:3,997 Cr
Ann Rtn: 8.37 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 1.0229493637053069E7
Grand Total :
1.742949363705307E7
AUM:46 Cr
Ann Rtn: 7.64 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 9211915.987018228
Grand Total :
1.6411915987018228E7
AUM:207 Cr
Ann Rtn: 6.88 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2015
25-02-2025
Drawn : 7200000.0
Bal : 8426534.68493862
Grand Total :
1.562653468493862E7
AUM:508 Cr
Ann Rtn: 6.25 %