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 01-02-2016 20-01-2026 120 7200000.0 2.9104343096842352E7 16.51 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.640235393157048E7 15.59 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.1619001530611183E7 13.76 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.116245153073397E7 13.57 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0819697302373126E7 13.42 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0630692753978767E7 13.34 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0156696356269818E7 13.14 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 2.0044129739455618E7 13.09 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9965245706540212E7 13.05 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9906683652229894E7 13.03 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9599612232910596E7 12.89 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.9343600269198745E7 12.77 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.8481315855333462E7 12.38 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.76762209816931E7 12 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.6441084038710792E7 11.38 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.6295108377414914E7 11.31 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.5363745310764508E7 10.82 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.5032032141142087E7 10.64 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.4602637494614359E7 10.4 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.4319809923076345E7 10.24 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 20-01-2026 120 7200000.0 1.3258036328062229E7 9.62 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.9104343096842352E7
Grand Total :
3.630434309684235E7
AUM:49,641 Cr
Ann Rtn: 16.51 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.640235393157048E7
Grand Total :
3.3602353931570485E7
AUM:2,069 Cr
Ann Rtn: 15.59 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.1619001530611183E7
Grand Total :
2.8819001530611183E7
AUM:8,509 Cr
Ann Rtn: 13.76 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.116245153073397E7
Grand Total :
2.836245153073397E7
AUM:9,538 Cr
Ann Rtn: 13.57 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0819697302373126E7
Grand Total :
2.8019697302373126E7
AUM:12,162 Cr
Ann Rtn: 13.42 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0630692753978767E7
Grand Total :
2.7830692753978767E7
AUM:11,393 Cr
Ann Rtn: 13.34 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0156696356269818E7
Grand Total :
2.7356696356269818E7
AUM:6,758 Cr
Ann Rtn: 13.14 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 2.0044129739455618E7
Grand Total :
2.7244129739455618E7
AUM:24,528 Cr
Ann Rtn: 13.09 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9965245706540212E7
Grand Total :
2.7165245706540212E7
AUM:3,480 Cr
Ann Rtn: 13.05 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9906683652229894E7
Grand Total :
2.7106683652229894E7
AUM:3,480 Cr
Ann Rtn: 13.03 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9599612232910596E7
Grand Total :
2.6799612232910596E7
AUM:7,846 Cr
Ann Rtn: 12.89 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.9343600269198745E7
Grand Total :
2.6543600269198745E7
AUM:82,847 Cr
Ann Rtn: 12.77 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.8481315855333462E7
Grand Total :
2.5681315855333462E7
AUM:781 Cr
Ann Rtn: 12.38 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.76762209816931E7
Grand Total :
2.48762209816931E7
AUM:2,380 Cr
Ann Rtn: 12.0 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.6441084038710792E7
Grand Total :
2.364108403871079E7
AUM:5,569 Cr
Ann Rtn: 11.38 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.6295108377414914E7
Grand Total :
2.3495108377414912E7
AUM:7,533 Cr
Ann Rtn: 11.31 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.5363745310764508E7
Grand Total :
2.2563745310764506E7
AUM:4,179 Cr
Ann Rtn: 10.82 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.5032032141142087E7
Grand Total :
2.2232032141142085E7
AUM:534 Cr
Ann Rtn: 10.64 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.4602637494614359E7
Grand Total :
2.180263749461436E7
AUM:4,102 Cr
Ann Rtn: 10.4 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.4319809923076345E7
Grand Total :
2.1519809923076347E7
AUM:50 Cr
Ann Rtn: 10.24 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
20-01-2026
Drawn : 7200000.0
Bal : 1.3258036328062229E7
Grand Total :
2.045803632806223E7
AUM:215 Cr
Ann Rtn: 9.62 %