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 01-02-2016 20-01-2026 120 7200000.0 2.904254271804566E7 16.49 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.6255676242857836E7 15.53 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.152846438758278E7 13.72 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.1094573432898954E7 13.54 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.074603536430274E7 13.39 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0630692753978767E7 13.34 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0089001684102923E7 13.1 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9958307005993355E7 13.05 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9965245706540212E7 13.05 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9906683652229894E7 13.03 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9513093870991193E7 12.85 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9317512884550977E7 12.76 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.835103926544488E7 12.31 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.76119237916604E7 11.96 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.6441084038710792E7 11.38 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.6240099392497458E7 11.28 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.5363745310764508E7 10.82 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.4909531353451394E7 10.57 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.4546290241097676E7 10.37 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.4269439348085726E7 10.21 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.3258036328062229E7 9.62 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.904254271804566E7
Grand Total :
3.624254271804566E7
AUM:49,641 Cr
Ann Rtn: 16.49 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.6255676242857836E7
Grand Total :
3.3455676242857836E7
AUM:2,069 Cr
Ann Rtn: 15.53 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.152846438758278E7
Grand Total :
2.872846438758278E7
AUM:8,509 Cr
Ann Rtn: 13.72 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.1094573432898954E7
Grand Total :
2.8294573432898954E7
AUM:9,538 Cr
Ann Rtn: 13.54 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.074603536430274E7
Grand Total :
2.794603536430274E7
AUM:12,162 Cr
Ann Rtn: 13.39 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0630692753978767E7
Grand Total :
2.7830692753978767E7
AUM:11,393 Cr
Ann Rtn: 13.34 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0089001684102923E7
Grand Total :
2.7289001684102923E7
AUM:6,758 Cr
Ann Rtn: 13.1 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9958307005993355E7
Grand Total :
2.7158307005993355E7
AUM:24,528 Cr
Ann Rtn: 13.05 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9965245706540212E7
Grand Total :
2.7165245706540212E7
AUM:3,480 Cr
Ann Rtn: 13.05 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9906683652229894E7
Grand Total :
2.7106683652229894E7
AUM:3,480 Cr
Ann Rtn: 13.03 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9513093870991193E7
Grand Total :
2.6713093870991193E7
AUM:7,846 Cr
Ann Rtn: 12.85 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9317512884550977E7
Grand Total :
2.6517512884550977E7
AUM:82,847 Cr
Ann Rtn: 12.76 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.835103926544488E7
Grand Total :
2.555103926544488E7
AUM:781 Cr
Ann Rtn: 12.31 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.76119237916604E7
Grand Total :
2.48119237916604E7
AUM:2,380 Cr
Ann Rtn: 11.96 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.6441084038710792E7
Grand Total :
2.364108403871079E7
AUM:5,569 Cr
Ann Rtn: 11.38 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.6240099392497458E7
Grand Total :
2.3440099392497458E7
AUM:7,533 Cr
Ann Rtn: 11.28 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.5363745310764508E7
Grand Total :
2.2563745310764506E7
AUM:4,179 Cr
Ann Rtn: 10.82 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.4909531353451394E7
Grand Total :
2.2109531353451394E7
AUM:534 Cr
Ann Rtn: 10.57 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.4546290241097676E7
Grand Total :
2.1746290241097674E7
AUM:4,102 Cr
Ann Rtn: 10.37 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.4269439348085726E7
Grand Total :
2.1469439348085724E7
AUM:50 Cr
Ann Rtn: 10.21 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.3258036328062229E7
Grand Total :
2.045803632806223E7
AUM:215 Cr
Ann Rtn: 9.62 %