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 01-05-2015 01-04-2025 120 7200000.0 2.1967733841695286E7 13.86 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 2.034814203669472E7 13.2 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.674217948728899E7 11.49 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.557050343448928E7 10.89 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.5571198653629577E7 10.89 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.5486692220424607E7 10.84 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.5248574776149267E7 10.72 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.5235217539530035E7 10.71 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.5156929037519788E7 10.67 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.4946963615881665E7 10.55 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.4252916940654747E7 10.17 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.400753039073903E7 10.03 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.3397089568509197E7 9.67 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.2660797325748214E7 9.24 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.2350863783253519E7 9.03 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.1833687150704652E7 8.7 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.116342634918559E7 8.25 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 1.0438449840383047E7 7.75 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 01-04-2025 120 7200000.0 8712148.20879766 6.46 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2015 31-03-2025 119 7140000.0 9140870.833831709 6.74 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 2.1967733841695286E7
Grand Total :
2.9167733841695286E7
AUM:38,507 Cr
Ann Rtn: 13.86 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 2.034814203669472E7
Grand Total :
2.754814203669472E7
AUM:1,923 Cr
Ann Rtn: 13.2 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.674217948728899E7
Grand Total :
2.394217948728899E7
AUM:9,795 Cr
Ann Rtn: 11.49 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.557050343448928E7
Grand Total :
2.277050343448928E7
AUM:6,324 Cr
Ann Rtn: 10.89 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.5571198653629577E7
Grand Total :
2.277119865362958E7
AUM:22,131 Cr
Ann Rtn: 10.89 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.5486692220424607E7
Grand Total :
2.2686692220424607E7
AUM:9,854 Cr
Ann Rtn: 10.84 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.5248574776149267E7
Grand Total :
2.2448574776149265E7
AUM:68,440 Cr
Ann Rtn: 10.72 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.5235217539530035E7
Grand Total :
2.2435217539530035E7
AUM:2,290 Cr
Ann Rtn: 10.71 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.5156929037519788E7
Grand Total :
2.235692903751979E7
AUM:2,290 Cr
Ann Rtn: 10.67 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.4946963615881665E7
Grand Total :
2.2146963615881667E7
AUM:5,633 Cr
Ann Rtn: 10.55 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.4252916940654747E7
Grand Total :
2.1452916940654747E7
AUM:5,236 Cr
Ann Rtn: 10.17 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.400753039073903E7
Grand Total :
2.120753039073903E7
AUM:1,945 Cr
Ann Rtn: 10.03 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.3397089568509197E7
Grand Total :
2.05970895685092E7
AUM:743 Cr
Ann Rtn: 9.67 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.2660797325748214E7
Grand Total :
1.9860797325748213E7
AUM:4,744 Cr
Ann Rtn: 9.24 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.2350863783253519E7
Grand Total :
1.955086378325352E7
AUM:6,874 Cr
Ann Rtn: 9.03 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.1833687150704652E7
Grand Total :
1.9033687150704652E7
AUM:3,531 Cr
Ann Rtn: 8.7 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.116342634918559E7
Grand Total :
1.836342634918559E7
AUM:3,733 Cr
Ann Rtn: 8.25 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 1.0438449840383047E7
Grand Total :
1.7638449840383045E7
AUM:44 Cr
Ann Rtn: 7.75 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
01-04-2025
Drawn : 7200000.0
Bal : 8712148.20879766
Grand Total :
1.591214820879766E7
AUM:468 Cr
Ann Rtn: 6.46 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
31-03-2025
Drawn : 7140000.0
Bal : 9140870.833831709
Grand Total :
1.6280870833831709E7
AUM:198 Cr
Ann Rtn: 6.74 %