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 30-10-2025 120 7200000.0 2.5797761896418653E7 15.39 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 2.5430718006208964E7 15.26 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.948575867225239E7 12.86 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.9084675354946893E7 12.67 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.8296253892780002E7 12.31 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.8056661372435685E7 12.19 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.7747999054417044E7 12.05 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.7758762110689875E7 12.05 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.771562891434926E7 12.03 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.7722425460225485E7 12.03 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.7281416153434545E7 11.82 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.7104445631359797E7 11.73 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.6663167562087506E7 11.51 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.597977392077589E7 11.16 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.5395215366283901E7 10.85 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.462858951921772E7 10.43 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.334445794865184E7 9.69 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.3167612628461437E7 9.58 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.2391700278094813E7 9.1 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.2276017524404025E7 9.03 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 30-10-2025 120 7200000.0 1.1346508607271926E7 8.42 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 2.5797761896418653E7
Grand Total :
3.2997761896418653E7
AUM:46,392 Cr
Ann Rtn: 15.39 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 2.5430718006208964E7
Grand Total :
3.2630718006208964E7
AUM:2,089 Cr
Ann Rtn: 15.26 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.948575867225239E7
Grand Total :
2.668575867225239E7
AUM:8,116 Cr
Ann Rtn: 12.86 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.9084675354946893E7
Grand Total :
2.6284675354946893E7
AUM:9,128 Cr
Ann Rtn: 12.67 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.8296253892780002E7
Grand Total :
2.5496253892780002E7
AUM:11,565 Cr
Ann Rtn: 12.31 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.8056661372435685E7
Grand Total :
2.5256661372435685E7
AUM:11,073 Cr
Ann Rtn: 12.19 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.7747999054417044E7
Grand Total :
2.4947999054417044E7
AUM:24,081 Cr
Ann Rtn: 12.05 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.7758762110689875E7
Grand Total :
2.4958762110689875E7
AUM:3,161 Cr
Ann Rtn: 12.05 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.771562891434926E7
Grand Total :
2.491562891434926E7
AUM:3,161 Cr
Ann Rtn: 12.03 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.7722425460225485E7
Grand Total :
2.4922425460225485E7
AUM:79,008 Cr
Ann Rtn: 12.03 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.7281416153434545E7
Grand Total :
2.4481416153434545E7
AUM:6,379 Cr
Ann Rtn: 11.82 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.7104445631359797E7
Grand Total :
2.4304445631359797E7
AUM:6,944 Cr
Ann Rtn: 11.73 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.6663167562087506E7
Grand Total :
2.3863167562087506E7
AUM:797 Cr
Ann Rtn: 11.51 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.597977392077589E7
Grand Total :
2.317977392077589E7
AUM:2,273 Cr
Ann Rtn: 11.16 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.5395215366283901E7
Grand Total :
2.25952153662839E7
AUM:5,546 Cr
Ann Rtn: 10.85 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.462858951921772E7
Grand Total :
2.1828589519217722E7
AUM:7,368 Cr
Ann Rtn: 10.43 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.334445794865184E7
Grand Total :
2.0544457948651843E7
AUM:4,025 Cr
Ann Rtn: 9.69 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.3167612628461437E7
Grand Total :
2.0367612628461435E7
AUM:3,960 Cr
Ann Rtn: 9.58 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.2391700278094813E7
Grand Total :
1.9591700278094813E7
AUM:522 Cr
Ann Rtn: 9.1 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.2276017524404025E7
Grand Total :
1.9476017524404027E7
AUM:48 Cr
Ann Rtn: 9.03 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
30-10-2025
Drawn : 7200000.0
Bal : 1.1346508607271926E7
Grand Total :
1.8546508607271925E7
AUM:216 Cr
Ann Rtn: 8.42 %