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 01-11-2015 08-10-2025 120 7200000.0 2.558137305897955E7 15.26 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 2.537951668416551E7 15.19 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.9162458144810114E7 12.66 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.8771918879079327E7 12.48 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.840766925054301E7 12.32 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.7701348629878245E7 11.98 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.7686539512518667E7 11.97 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.7490408156742737E7 11.88 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.729842955252353E7 11.78 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.724512303370712E7 11.76 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.695263141617802E7 11.61 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.6687079673038265E7 11.48 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.636269330479232E7 11.31 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.5698996341367776E7 10.97 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.5268433756924128E7 10.74 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.4343121399320025E7 10.23 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.3131446180654978E7 9.52 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.29055221027195E7 9.38 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.204086425473252E7 8.84 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.1917431062052198E7 8.76 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 08-10-2025 120 7200000.0 1.0873064437806027E7 8.07 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 2.558137305897955E7
Grand Total :
3.278137305897955E7
AUM:45,148 Cr
Ann Rtn: 15.26 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 2.537951668416551E7
Grand Total :
3.257951668416551E7
AUM:2,061 Cr
Ann Rtn: 15.19 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.9162458144810114E7
Grand Total :
2.6362458144810114E7
AUM:7,846 Cr
Ann Rtn: 12.66 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.8771918879079327E7
Grand Total :
2.5971918879079327E7
AUM:9,012 Cr
Ann Rtn: 12.48 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.840766925054301E7
Grand Total :
2.560766925054301E7
AUM:11,324 Cr
Ann Rtn: 12.32 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.7701348629878245E7
Grand Total :
2.4901348629878245E7
AUM:10,946 Cr
Ann Rtn: 11.98 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.7686539512518667E7
Grand Total :
2.4886539512518667E7
AUM:77,241 Cr
Ann Rtn: 11.97 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.7490408156742737E7
Grand Total :
2.4690408156742737E7
AUM:23,998 Cr
Ann Rtn: 11.88 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.729842955252353E7
Grand Total :
2.449842955252353E7
AUM:3,037 Cr
Ann Rtn: 11.78 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.724512303370712E7
Grand Total :
2.444512303370712E7
AUM:3,037 Cr
Ann Rtn: 11.76 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.695263141617802E7
Grand Total :
2.415263141617802E7
AUM:6,302 Cr
Ann Rtn: 11.61 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.6687079673038265E7
Grand Total :
2.3887079673038267E7
AUM:6,664 Cr
Ann Rtn: 11.48 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.636269330479232E7
Grand Total :
2.3562693304792322E7
AUM:807 Cr
Ann Rtn: 11.31 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.5698996341367776E7
Grand Total :
2.2898996341367774E7
AUM:2,245 Cr
Ann Rtn: 10.97 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.5268433756924128E7
Grand Total :
2.246843375692413E7
AUM:5,479 Cr
Ann Rtn: 10.74 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.4343121399320025E7
Grand Total :
2.1543121399320025E7
AUM:7,372 Cr
Ann Rtn: 10.23 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.3131446180654978E7
Grand Total :
2.033144618065498E7
AUM:3,894 Cr
Ann Rtn: 9.52 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.29055221027195E7
Grand Total :
2.01055221027195E7
AUM:4,011 Cr
Ann Rtn: 9.38 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.204086425473252E7
Grand Total :
1.924086425473252E7
AUM:519 Cr
Ann Rtn: 8.84 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.1917431062052198E7
Grand Total :
1.9117431062052198E7
AUM:48 Cr
Ann Rtn: 8.76 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
08-10-2025
Drawn : 7200000.0
Bal : 1.0873064437806027E7
Grand Total :
1.8073064437806025E7
AUM:215 Cr
Ann Rtn: 8.07 %