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 01-06-2016 18-05-2026 120 7200000.0 2.648767764232093E7 15.62 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 2.5537417997057E7 15.28 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.9476573522323646E7 12.83 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.926354850198228E7 12.74 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.8853476879758418E7 12.55 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.8549230339905187E7 12.41 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.8481430212496053E7 12.38 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.8398942770605456E7 12.34 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.838907191986525E7 12.33 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.768219765943546E7 12 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.688191972985222E7 11.6 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.6878214825701572E7 11.6 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.6795324962598123E7 11.56 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.5881058677942658E7 11.09 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.5443621162633415E7 10.86 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.408800355725963E7 10.1 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.3601639594659172E7 9.82 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.3403911845544834E7 9.71 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.3357698569358649E7 9.68 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-06-2016 18-05-2026 120 7200000.0 1.3135423769977096E7 9.54 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-06-2016 15-05-2026 120 7200000.0 1.1791847355159199E7 8.71 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 2.648767764232093E7
Grand Total:
3.368767764232093E7
AUM: 50,368 Cr
Ann Rtn: 15.62 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 2.5537417997057E7
Grand Total:
3.2737417997057E7
AUM: 2,033 Cr
Ann Rtn: 15.28 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.9476573522323646E7
Grand Total:
2.6676573522323646E7
AUM: 8,642 Cr
Ann Rtn: 12.83 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.926354850198228E7
Grand Total:
2.646354850198228E7
AUM: 9,363 Cr
Ann Rtn: 12.74 %
Canara Robeco Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.8853476879758418E7
Grand Total:
2.6053476879758418E7
AUM: 11,024 Cr
Ann Rtn: 12.55 %
Edelweiss Aggr Hybrid Plan B Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.8549230339905187E7
Grand Total:
2.5749230339905187E7
AUM: 3,627 Cr
Ann Rtn: 12.41 %
Edelweiss Aggr Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.8481430212496053E7
Grand Total:
2.5681430212496053E7
AUM: 3,627 Cr
Ann Rtn: 12.38 %
DSP Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.8398942770605456E7
Grand Total:
2.5598942770605456E7
AUM: 11,582 Cr
Ann Rtn: 12.34 %
SBI Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.838907191986525E7
Grand Total:
2.558907191986525E7
AUM: 83,353 Cr
Ann Rtn: 12.33 %
UTI Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.768219765943546E7
Grand Total:
2.488219765943546E7
AUM: 6,524 Cr
Ann Rtn: 12.0 %
HDFC Hybrid Equity Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.688191972985222E7
Grand Total:
2.408191972985222E7
AUM: 22,297 Cr
Ann Rtn: 11.6 %
JM Aggressive Hybrid Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.6878214825701572E7
Grand Total:
2.4078214825701572E7
AUM: 707 Cr
Ann Rtn: 11.6 %
Sundaram Aggressive Hybrid Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.6795324962598123E7
Grand Total:
2.3995324962598123E7
AUM: 8,484 Cr
Ann Rtn: 11.56 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.5881058677942658E7
Grand Total:
2.3081058677942656E7
AUM: 5,424 Cr
Ann Rtn: 11.09 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.5443621162633415E7
Grand Total:
2.2643621162633415E7
AUM: 2,306 Cr
Ann Rtn: 10.86 %
ABSL Equity Hybrid95 Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.408800355725963E7
Grand Total:
2.128800355725963E7
AUM: 6,999 Cr
Ann Rtn: 10.1 %
LIC MF Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.3601639594659172E7
Grand Total:
2.0801639594659172E7
AUM: 509 Cr
Ann Rtn: 9.82 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.3403911845544834E7
Grand Total:
2.0603911845544834E7
AUM: 3,865 Cr
Ann Rtn: 9.71 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.3357698569358649E7
Grand Total:
2.0557698569358647E7
AUM: 3,958 Cr
Ann Rtn: 9.68 %
Shriram Aggressive Hybrid Equity Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
18-05-2026
Drawn: 7200000.0
Bal: 1.3135423769977096E7
Grand Total:
2.0335423769977096E7
AUM: 49 Cr
Ann Rtn: 9.54 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-06-2016
15-05-2026
Drawn: 7200000.0
Bal: 1.1791847355159199E7
Grand Total:
1.89918473551592E7
AUM: 204 Cr
Ann Rtn: 8.71 %