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
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 2.5190471798254136E7 15.13 %
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 2.4177374558561556E7 14.75 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 2.3821875760916963E7 14.62 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.7808491760364644E7 12.04 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.7468213363550197E7 11.88 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.735774877769532E7 11.82 %
Edelweiss Aggressive Hybrid Fund- Plan B- Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.7306268637711298E7 11.8 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.724238867019955E7 11.76 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.707024215635845E7 11.68 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.6055423050061949E7 11.16 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.5973038968440874E7 11.12 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.5675289485043133E7 10.96 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.563980798569886E7 10.94 %
Sundaram Aggressive Hybrid Fund Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.5158204095092041E7 10.68 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.4511076753922336E7 10.33 %
FranklIn India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.4156312217418713E7 10.13 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.2553000595050544E7 9.17 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.2161799515280405E7 8.93 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.2033516949333983E7 8.84 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.1981401291172443E7 8.81 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.1940428382944867E7 8.78 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2016 07-08-2026 120 7200000.0 1.1027392188103735E7 8.18 %
Withdrawal / PM
Quant Aggressive Hybrid Fund Gr Reg Plan
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 2.5190471798254136E7
Grand Total:
3.2390471798254136E7
AUM: 2,149 Cr
Ann Rtn: 15.13 %
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 2.4177374558561556E7
Grand Total:
3.1377374558561556E7
AUM: 1,695 Cr
Ann Rtn: 14.75 %
ICICI Pru Equity & Debt Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 2.3821875760916963E7
Grand Total:
3.1021875760916963E7
AUM: 51,481 Cr
Ann Rtn: 14.62 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.7808491760364644E7
Grand Total:
2.5008491760364644E7
AUM: 8,962 Cr
Ann Rtn: 12.04 %
Canara Robeco Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.7468213363550197E7
Grand Total:
2.4668213363550197E7
AUM: 11,142 Cr
Ann Rtn: 11.88 %
Mirae Asset AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.735774877769532E7
Grand Total:
2.455774877769532E7
AUM: 9,426 Cr
Ann Rtn: 11.82 %
Edelweiss Aggressive Hybrid Plan B Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.7306268637711298E7
Grand Total:
2.4506268637711298E7
AUM: 3,784 Cr
Ann Rtn: 11.8 %
Edelweiss Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.724238867019955E7
Grand Total:
2.444238867019955E7
AUM: 3,784 Cr
Ann Rtn: 11.76 %
SBI Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.707024215635845E7
Grand Total:
2.427024215635845E7
AUM: 85,633 Cr
Ann Rtn: 11.68 %
JM Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.6055423050061949E7
Grand Total:
2.325542305006195E7
AUM: 691 Cr
Ann Rtn: 11.16 %
DSP Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.5973038968440874E7
Grand Total:
2.3173038968440875E7
AUM: 11,838 Cr
Ann Rtn: 11.12 %
UTI Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.5675289485043133E7
Grand Total:
2.287528948504313E7
AUM: 6,648 Cr
Ann Rtn: 10.96 %
HDFC Hybrid Equity Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.563980798569886E7
Grand Total:
2.283980798569886E7
AUM: 22,368 Cr
Ann Rtn: 10.94 %
Sundaram Aggressive Hybrid Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.5158204095092041E7
Grand Total:
2.2358204095092043E7
AUM: 8,941 Cr
Ann Rtn: 10.68 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.4511076753922336E7
Grand Total:
2.1711076753922336E7
AUM: 5,660 Cr
Ann Rtn: 10.33 %
FranklIn India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.4156312217418713E7
Grand Total:
2.1356312217418715E7
AUM: 2,340 Cr
Ann Rtn: 10.13 %
ABSL Equity Hybrid 95 Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.2553000595050544E7
Grand Total:
1.9753000595050544E7
AUM: 7,065 Cr
Ann Rtn: 9.17 %
LIC MF AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.2161799515280405E7
Grand Total:
1.9361799515280403E7
AUM: 528 Cr
Ann Rtn: 8.93 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.2033516949333983E7
Grand Total:
1.923351694933398E7
AUM: 3,793 Cr
Ann Rtn: 8.84 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.1981401291172443E7
Grand Total:
1.9181401291172445E7
AUM: 4,014 Cr
Ann Rtn: 8.81 %
Shriram Aggressive Hybrid Equity Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.1940428382944867E7
Grand Total:
1.9140428382944867E7
AUM: 50 Cr
Ann Rtn: 8.78 %
PGIM India Aggressive Hybrid Equity Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-09-2016
07-08-2026
Drawn: 7200000.0
Bal: 1.1027392188103735E7
Grand Total:
1.8227392188103735E7
AUM: 205 Cr
Ann Rtn: 8.18 %