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 01-10-2015 18-09-2025 120 7200000.0 2.61880305550169E7 15.51 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 2.5903892531920865E7 15.41 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.9689430209417716E7 12.93 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.9342291232278828E7 12.77 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.912292986509436E7 12.67 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.8712599250459675E7 12.48 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.8019207000355452E7 12.16 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.7902941034337286E7 12.1 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.7782803624151442E7 12.04 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.773765024893549E7 12.02 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.7363640763173874E7 11.84 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.726856756212098E7 11.79 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.6783097093631666E7 11.55 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.604970960922453E7 11.17 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.585303957779377E7 11.07 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.4821114885017237E7 10.52 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.3639090879858742E7 9.84 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.3205754907096727E7 9.59 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.2372826285945607E7 9.07 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.2296180597001828E7 9.02 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-10-2015 18-09-2025 120 7200000.0 1.1283114232928094E7 8.36 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 2.61880305550169E7
Grand Total :
3.33880305550169E7
AUM:45,148 Cr
Ann Rtn: 15.51 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 2.5903892531920865E7
Grand Total :
3.3103892531920865E7
AUM:2,061 Cr
Ann Rtn: 15.41 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.9689430209417716E7
Grand Total :
2.6889430209417716E7
AUM:7,846 Cr
Ann Rtn: 12.93 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.9342291232278828E7
Grand Total :
2.6542291232278828E7
AUM:9,012 Cr
Ann Rtn: 12.77 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.912292986509436E7
Grand Total :
2.632292986509436E7
AUM:11,324 Cr
Ann Rtn: 12.67 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.8712599250459675E7
Grand Total :
2.5912599250459675E7
AUM:10,946 Cr
Ann Rtn: 12.48 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.8019207000355452E7
Grand Total :
2.5219207000355452E7
AUM:23,998 Cr
Ann Rtn: 12.16 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.7902941034337286E7
Grand Total :
2.5102941034337286E7
AUM:77,241 Cr
Ann Rtn: 12.1 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.7782803624151442E7
Grand Total :
2.4982803624151442E7
AUM:3,037 Cr
Ann Rtn: 12.04 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.773765024893549E7
Grand Total :
2.493765024893549E7
AUM:3,037 Cr
Ann Rtn: 12.02 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.7363640763173874E7
Grand Total :
2.4563640763173874E7
AUM:6,302 Cr
Ann Rtn: 11.84 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.726856756212098E7
Grand Total :
2.446856756212098E7
AUM:6,664 Cr
Ann Rtn: 11.79 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.6783097093631666E7
Grand Total :
2.3983097093631666E7
AUM:807 Cr
Ann Rtn: 11.55 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.604970960922453E7
Grand Total :
2.3249709609224528E7
AUM:2,245 Cr
Ann Rtn: 11.17 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.585303957779377E7
Grand Total :
2.305303957779377E7
AUM:5,479 Cr
Ann Rtn: 11.07 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.4821114885017237E7
Grand Total :
2.202111488501724E7
AUM:7,372 Cr
Ann Rtn: 10.52 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.3639090879858742E7
Grand Total :
2.083909087985874E7
AUM:3,894 Cr
Ann Rtn: 9.84 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.3205754907096727E7
Grand Total :
2.040575490709673E7
AUM:4,011 Cr
Ann Rtn: 9.59 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.2372826285945607E7
Grand Total :
1.957282628594561E7
AUM:519 Cr
Ann Rtn: 9.07 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.2296180597001828E7
Grand Total :
1.949618059700183E7
AUM:48 Cr
Ann Rtn: 9.02 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-10-2015
18-09-2025
Drawn : 7200000.0
Bal : 1.1283114232928094E7
Grand Total :
1.8483114232928094E7
AUM:215 Cr
Ann Rtn: 8.36 %