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
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 2.3174256432973295E7 14.38 %
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 2.3059516474620398E7 14.33 %
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 2.15192151392017E7 13.71 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.6443636538213909E7 11.37 %
Edelweiss Aggressive Hybrid Fund- Plan B- Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.6356832295962038E7 11.33 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.6301431400841521E7 11.3 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.6174238980992723E7 11.24 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.592839670536014E7 11.11 %
SBI Aggresive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.5821346709621273E7 11.05 %
Canara Robeco Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.580052695298873E7 11.04 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.438572389670297E7 10.27 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.4377154826399982E7 10.26 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.4262877608327562E7 10.2 %
HDFC Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.373753989372627E7 9.89 %
Sundaram Aggressive Hybrid Fund Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.3355997735424753E7 9.67 %
FranklIn India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.3302109140894229E7 9.64 %
Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.155923960796347E7 8.54 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.1492564834413882E7 8.5 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.1170784232177617E7 8.28 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.1156098401876595E7 8.27 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.099858272363507E7 8.17 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2016 12-10-2026 120 7200000.0 1.0049329240973506E7 7.49 %
Withdrawal / PM
Quant Aggressive Hybrid Fund Gr Reg Plan
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 2.3174256432973295E7
Grand Total:
3.0374256432973295E7
AUM: 2,114 Cr
Ann Rtn: 14.38 %
Bank Of India Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 2.3059516474620398E7
Grand Total:
3.0259516474620398E7
AUM: 2,196 Cr
Ann Rtn: 14.33 %
ICICI Pru Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 2.15192151392017E7
Grand Total:
2.87192151392017E7
AUM: 50,706 Cr
Ann Rtn: 13.71 %
Mirae Asset AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.6443636538213909E7
Grand Total:
2.364363653821391E7
AUM: 9,239 Cr
Ann Rtn: 11.37 %
Edelweiss Aggressive Hybrid Plan B Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.6356832295962038E7
Grand Total:
2.3556832295962036E7
AUM: 3,875 Cr
Ann Rtn: 11.33 %
Edelweiss Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.6301431400841521E7
Grand Total:
2.350143140084152E7
AUM: 3,875 Cr
Ann Rtn: 11.3 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.6174238980992723E7
Grand Total:
2.3374238980992723E7
AUM: 9,061 Cr
Ann Rtn: 11.24 %
JM Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.592839670536014E7
Grand Total:
2.312839670536014E7
AUM: 654 Cr
Ann Rtn: 11.11 %
SBI Aggresive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.5821346709621273E7
Grand Total:
2.3021346709621273E7
AUM: 86,163 Cr
Ann Rtn: 11.05 %
Canara Robeco Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.580052695298873E7
Grand Total:
2.300052695298873E7
AUM: 10,831 Cr
Ann Rtn: 11.04 %
UTI Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.438572389670297E7
Grand Total:
2.1585723896702968E7
AUM: 6,475 Cr
Ann Rtn: 10.27 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.4377154826399982E7
Grand Total:
2.1577154826399982E7
AUM: 5,652 Cr
Ann Rtn: 10.26 %
DSP Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.4262877608327562E7
Grand Total:
2.146287760832756E7
AUM: 11,312 Cr
Ann Rtn: 10.2 %
HDFC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.373753989372627E7
Grand Total:
2.093753989372627E7
AUM: 21,158 Cr
Ann Rtn: 9.89 %
Sundaram Aggressive Hybrid Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.3355997735424753E7
Grand Total:
2.0555997735424753E7
AUM: 8,793 Cr
Ann Rtn: 9.67 %
FranklIn India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.3302109140894229E7
Grand Total:
2.0502109140894227E7
AUM: 2,264 Cr
Ann Rtn: 9.64 %
ABSL Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.155923960796347E7
Grand Total:
1.8759239607963473E7
AUM: 6,831 Cr
Ann Rtn: 8.54 %
LIC MF AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.1492564834413882E7
Grand Total:
1.8692564834413882E7
AUM: 561 Cr
Ann Rtn: 8.5 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.1170784232177617E7
Grand Total:
1.8370784232177615E7
AUM: 3,983 Cr
Ann Rtn: 8.28 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.1156098401876595E7
Grand Total:
1.8356098401876595E7
AUM: 3,857 Cr
Ann Rtn: 8.27 %
Shriram Aggressive Hybrid Equity Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.099858272363507E7
Grand Total:
1.819858272363507E7
AUM: 50 Cr
Ann Rtn: 8.17 %
PGIM India Aggressive Hybrid Equity Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-11-2016
12-10-2026
Drawn: 7200000.0
Bal: 1.0049329240973506E7
Grand Total:
1.7249329240973506E7
AUM: 193 Cr
Ann Rtn: 7.49 %