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 01-09-2015 28-08-2025 120 7200000.0 2.5104510689860273E7 15.14 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 2.4928335439120192E7 15.07 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.876250488638582E7 12.52 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.8372816274280787E7 12.34 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.784498612445641E7 12.09 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.782593062606623E7 12.08 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.720088058231156E7 11.78 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.716852597590263E7 11.76 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.71547188230361E7 11.75 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.7086308583584778E7 11.72 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6723033054105928E7 11.54 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6586141892657986E7 11.47 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6048985827263385E7 11.19 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.5510810883552058E7 10.91 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.480526307381426E7 10.53 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.432911822595491E7 10.26 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.3144110948147008E7 9.57 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.2577494244105242E7 9.22 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.1736873127097815E7 8.68 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.1466800651454845E7 8.5 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.080580830987533E7 8.05 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 2.5104510689860273E7
Grand Total :
3.2304510689860273E7
AUM:44,605 Cr
Ann Rtn: 15.14 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 2.4928335439120192E7
Grand Total :
3.2128335439120192E7
AUM:2,109 Cr
Ann Rtn: 15.07 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.876250488638582E7
Grand Total :
2.596250488638582E7
AUM:7,864 Cr
Ann Rtn: 12.52 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.8372816274280787E7
Grand Total :
2.5572816274280787E7
AUM:9,181 Cr
Ann Rtn: 12.34 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.784498612445641E7
Grand Total :
2.504498612445641E7
AUM:11,059 Cr
Ann Rtn: 12.09 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.782593062606623E7
Grand Total :
2.502593062606623E7
AUM:11,436 Cr
Ann Rtn: 12.08 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.720088058231156E7
Grand Total :
2.440088058231156E7
AUM:2,994 Cr
Ann Rtn: 11.78 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.716852597590263E7
Grand Total :
2.436852597590263E7
AUM:24,511 Cr
Ann Rtn: 11.76 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.71547188230361E7
Grand Total :
2.43547188230361E7
AUM:77,794 Cr
Ann Rtn: 11.75 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.7086308583584778E7
Grand Total :
2.4286308583584778E7
AUM:2,994 Cr
Ann Rtn: 11.72 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6723033054105928E7
Grand Total :
2.392303305410593E7
AUM:6,422 Cr
Ann Rtn: 11.54 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6586141892657986E7
Grand Total :
2.3786141892657988E7
AUM:6,583 Cr
Ann Rtn: 11.47 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6048985827263385E7
Grand Total :
2.3248985827263385E7
AUM:842 Cr
Ann Rtn: 11.19 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.5510810883552058E7
Grand Total :
2.271081088355206E7
AUM:2,256 Cr
Ann Rtn: 10.91 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.480526307381426E7
Grand Total :
2.2005263073814258E7
AUM:5,513 Cr
Ann Rtn: 10.53 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.432911822595491E7
Grand Total :
2.1529118225954913E7
AUM:7,480 Cr
Ann Rtn: 10.26 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.3144110948147008E7
Grand Total :
2.0344110948147006E7
AUM:3,936 Cr
Ann Rtn: 9.57 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.2577494244105242E7
Grand Total :
1.9777494244105242E7
AUM:4,091 Cr
Ann Rtn: 9.22 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.1736873127097815E7
Grand Total :
1.8936873127097815E7
AUM:48 Cr
Ann Rtn: 8.68 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.1466800651454845E7
Grand Total :
1.8666800651454844E7
AUM:529 Cr
Ann Rtn: 8.5 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.080580830987533E7
Grand Total :
1.800580830987533E7
AUM:217 Cr
Ann Rtn: 8.05 %