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 01-02-2015 22-01-2025 120 7200000.0 2.0537017027368777E7 13.31 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.985509190524599E7 13.01 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.6288014355538223E7 11.31 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.5935513539675636E7 11.12 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.5402381715689346E7 10.84 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.5095694478522955E7 10.68 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.4937244245666102E7 10.59 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.489165089063908E7 10.56 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.4802581218371999E7 10.51 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.4686005781632481E7 10.45 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.4154183831426818E7 10.15 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.368570898808952E7 9.88 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.362753346734666E7 9.84 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.3571626694106441E7 9.81 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.2217142777832879E7 8.98 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.2183588823582245E7 8.96 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.1425385785952024E7 8.47 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 1.0035976183018625E7 7.49 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 9092566.533391444 6.78 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2015 22-01-2025 120 7200000.0 8855210.660161821 6.59 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 2.0537017027368777E7
Grand Total :
2.7737017027368777E7
AUM:39,770 Cr
Ann Rtn: 13.31 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.985509190524599E7
Grand Total :
2.705509190524599E7
AUM:2,121 Cr
Ann Rtn: 13.01 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.6288014355538223E7
Grand Total :
2.3488014355538223E7
AUM:10,306 Cr
Ann Rtn: 11.31 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.5935513539675636E7
Grand Total :
2.3135513539675638E7
AUM:6,913 Cr
Ann Rtn: 11.12 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.5402381715689346E7
Grand Total :
2.2602381715689346E7
AUM:10,747 Cr
Ann Rtn: 10.84 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.5095694478522955E7
Grand Total :
2.2295694478522956E7
AUM:23,912 Cr
Ann Rtn: 10.68 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.4937244245666102E7
Grand Total :
2.21372442456661E7
AUM:71,636 Cr
Ann Rtn: 10.59 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.489165089063908E7
Grand Total :
2.209165089063908E7
AUM:2,363 Cr
Ann Rtn: 10.56 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.4802581218371999E7
Grand Total :
2.2002581218372E7
AUM:2,363 Cr
Ann Rtn: 10.51 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.4686005781632481E7
Grand Total :
2.1886005781632483E7
AUM:6,099 Cr
Ann Rtn: 10.45 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.4154183831426818E7
Grand Total :
2.1354183831426818E7
AUM:2,078 Cr
Ann Rtn: 10.15 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.368570898808952E7
Grand Total :
2.088570898808952E7
AUM:5,728 Cr
Ann Rtn: 9.88 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.362753346734666E7
Grand Total :
2.082753346734666E7
AUM:764 Cr
Ann Rtn: 9.84 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.3571626694106441E7
Grand Total :
2.077162669410644E7
AUM:5,544 Cr
Ann Rtn: 9.81 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.2217142777832879E7
Grand Total :
1.941714277783288E7
AUM:7,538 Cr
Ann Rtn: 8.98 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.2183588823582245E7
Grand Total :
1.9383588823582247E7
AUM:4,099 Cr
Ann Rtn: 8.96 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.1425385785952024E7
Grand Total :
1.8625385785952024E7
AUM:3,844 Cr
Ann Rtn: 8.47 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 1.0035976183018625E7
Grand Total :
1.7235976183018625E7
AUM:49 Cr
Ann Rtn: 7.49 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 9092566.533391444
Grand Total :
1.6292566533391444E7
AUM:211 Cr
Ann Rtn: 6.78 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2015
22-01-2025
Drawn : 7200000.0
Bal : 8855210.660161821
Grand Total :
1.6055210660161821E7
AUM:529 Cr
Ann Rtn: 6.59 %