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 01-01-2016 30-12-2025 120 7200000.0 2.6416337354142062E7 15.62 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 2.4850505579069227E7 15.05 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.967854713195136E7 12.94 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.9376895559149366E7 12.81 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.878222862711993E7 12.54 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.8259740890902493E7 12.29 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.819467541877743E7 12.26 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.79829627835239E7 12.16 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.7964799652056426E7 12.15 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.7937887018589344E7 12.14 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.7786309628577244E7 12.07 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.7625233581975598E7 11.99 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.699864039580798E7 11.68 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.6415764612156322E7 11.39 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.5099683914346317E7 10.69 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.485505260248854E7 10.56 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.3702980451479001E7 9.9 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.3052982279500386E7 9.51 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.30218909733371E7 9.5 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.3001037861234037E7 9.48 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 30-12-2025 120 7200000.0 1.1663298409062408E7 8.64 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 2.6416337354142062E7
Grand Total :
3.361633735414206E7
AUM:49,120 Cr
Ann Rtn: 15.62 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 2.4850505579069227E7
Grand Total :
3.2050505579069227E7
AUM:2,112 Cr
Ann Rtn: 15.05 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.967854713195136E7
Grand Total :
2.687854713195136E7
AUM:8,458 Cr
Ann Rtn: 12.94 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.9376895559149366E7
Grand Total :
2.6576895559149366E7
AUM:9,495 Cr
Ann Rtn: 12.81 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.878222862711993E7
Grand Total :
2.598222862711993E7
AUM:12,103 Cr
Ann Rtn: 12.54 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.8259740890902493E7
Grand Total :
2.5459740890902493E7
AUM:3,413 Cr
Ann Rtn: 12.29 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.819467541877743E7
Grand Total :
2.539467541877743E7
AUM:3,413 Cr
Ann Rtn: 12.26 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.79829627835239E7
Grand Total :
2.51829627835239E7
AUM:6,717 Cr
Ann Rtn: 12.16 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.7964799652056426E7
Grand Total :
2.5164799652056426E7
AUM:24,706 Cr
Ann Rtn: 12.15 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.7937887018589344E7
Grand Total :
2.5137887018589344E7
AUM:11,450 Cr
Ann Rtn: 12.14 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.7786309628577244E7
Grand Total :
2.4986309628577244E7
AUM:82,862 Cr
Ann Rtn: 12.07 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.7625233581975598E7
Grand Total :
2.4825233581975598E7
AUM:7,646 Cr
Ann Rtn: 11.99 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.699864039580798E7
Grand Total :
2.419864039580798E7
AUM:814 Cr
Ann Rtn: 11.68 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.6415764612156322E7
Grand Total :
2.3615764612156324E7
AUM:2,380 Cr
Ann Rtn: 11.39 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.5099683914346317E7
Grand Total :
2.2299683914346315E7
AUM:5,651 Cr
Ann Rtn: 10.69 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.485505260248854E7
Grand Total :
2.205505260248854E7
AUM:7,615 Cr
Ann Rtn: 10.56 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.3702980451479001E7
Grand Total :
2.0902980451479003E7
AUM:4,166 Cr
Ann Rtn: 9.9 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.3052982279500386E7
Grand Total :
2.0252982279500388E7
AUM:539 Cr
Ann Rtn: 9.51 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.30218909733371E7
Grand Total :
2.02218909733371E7
AUM:4,133 Cr
Ann Rtn: 9.5 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.3001037861234037E7
Grand Total :
2.020103786123404E7
AUM:50 Cr
Ann Rtn: 9.48 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
30-12-2025
Drawn : 7200000.0
Bal : 1.1663298409062408E7
Grand Total :
1.8863298409062408E7
AUM:219 Cr
Ann Rtn: 8.64 %