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 Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 3.570092985E7 18.58 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 3.234965183E7 17.6 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.535370784E7 15.27 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.493354673E7 15.12 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.471341223E7 15.04 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.360437589E7 14.61 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.350297141E7 14.57 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.274687358E7 14.27 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.265662876E7 14.24 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.244052794E7 14.15 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.167642416E7 13.84 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.057587076E7 13.37 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.047547751E7 13.33 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 2.034528754E7 13.27 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 1.926404463E7 12.79 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 1.861677702E7 12.49 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 1.536846956E7 10.86 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 1.521922069E7 10.78 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2014 26-04-2024 120 7200000.0 1.377589272E7 9.96 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 3.570092985E7
Grand Total :
4.290092985E7
AUM:1,869 Cr
Ann Rtn: 18.58 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 3.234965183E7
Grand Total :
3.954965183E7
AUM:33,502 Cr
Ann Rtn: 17.6 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.535370784E7
Grand Total :
3.255370784E7
AUM:9,890 Cr
Ann Rtn: 15.27 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.493354673E7
Grand Total :
3.213354673E7
AUM:8,806 Cr
Ann Rtn: 15.12 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.471341223E7
Grand Total :
3.191341223E7
AUM:22,697 Cr
Ann Rtn: 15.04 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.360437589E7
Grand Total :
3.080437589E7
AUM:1,714 Cr
Ann Rtn: 14.61 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.350297141E7
Grand Total :
3.070297141E7
AUM:67,196 Cr
Ann Rtn: 14.57 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.274687358E7
Grand Total :
2.994687358E7
AUM:1,440 Cr
Ann Rtn: 14.27 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.265662876E7
Grand Total :
2.985662876E7
AUM:1,440 Cr
Ann Rtn: 14.24 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.244052794E7
Grand Total :
2.964052794E7
AUM:5,147 Cr
Ann Rtn: 14.15 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.167642416E7
Grand Total :
2.887642416E7
AUM:3,688 Cr
Ann Rtn: 13.84 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.057587076E7
Grand Total :
2.777587076E7
AUM:7,377 Cr
Ann Rtn: 13.37 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.047547751E7
Grand Total :
2.767547751E7
AUM:223 Cr
Ann Rtn: 13.33 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 2.034528754E7
Grand Total :
2.754528754E7
AUM:5,306 Cr
Ann Rtn: 13.27 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 1.926404463E7
Grand Total :
2.646404463E7
AUM:3,435 Cr
Ann Rtn: 12.79 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 1.861677702E7
Grand Total :
2.581677702E7
AUM:4,436 Cr
Ann Rtn: 12.49 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 1.536846956E7
Grand Total :
2.2568469560000002E7
AUM:208 Cr
Ann Rtn: 10.86 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 1.521922069E7
Grand Total :
2.2419220689999998E7
AUM:46 Cr
Ann Rtn: 10.78 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
26-04-2024
Drawn : 7200000.0
Bal : 1.377589272E7
Grand Total :
2.097589272E7
AUM:503 Cr
Ann Rtn: 9.96 %