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 01-01-2016 09-12-2025 120 7200000.0 2.747215408089434E7 15.93 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 2.574686064340741E7 15.33 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 2.042118135181164E7 13.22 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 2.0232391339306768E7 13.14 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.9713287980279204E7 12.91 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.904580282862402E7 12.61 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.8982257952667013E7 12.58 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.8873367670871235E7 12.53 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.8828702177509062E7 12.51 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.8803013694359012E7 12.5 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.8538498945329815E7 12.38 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.829029408795721E7 12.26 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.7696202484736033E7 11.98 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.7016798154727187E7 11.65 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.5712781382798584E7 10.98 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.5598730293374961E7 10.92 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.433716291990721E7 10.23 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.3940388158494009E7 10 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.3665361171097538E7 9.84 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.340721015633144E7 9.69 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 09-12-2025 120 7200000.0 1.2539545003429774E7 9.16 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 2.747215408089434E7
Grand Total :
3.4672154080894336E7
AUM:48,071 Cr
Ann Rtn: 15.93 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 2.574686064340741E7
Grand Total :
3.294686064340741E7
AUM:2,139 Cr
Ann Rtn: 15.33 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 2.042118135181164E7
Grand Total :
2.762118135181164E7
AUM:8,402 Cr
Ann Rtn: 13.22 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 2.0232391339306768E7
Grand Total :
2.7432391339306768E7
AUM:9,425 Cr
Ann Rtn: 13.14 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.9713287980279204E7
Grand Total :
2.6913287980279204E7
AUM:11,910 Cr
Ann Rtn: 12.91 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.904580282862402E7
Grand Total :
2.624580282862402E7
AUM:3,317 Cr
Ann Rtn: 12.61 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.8982257952667013E7
Grand Total :
2.6182257952667013E7
AUM:3,317 Cr
Ann Rtn: 12.58 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.8873367670871235E7
Grand Total :
2.6073367670871235E7
AUM:6,596 Cr
Ann Rtn: 12.53 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.8828702177509062E7
Grand Total :
2.6028702177509062E7
AUM:24,684 Cr
Ann Rtn: 12.51 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.8803013694359012E7
Grand Total :
2.6003013694359012E7
AUM:11,403 Cr
Ann Rtn: 12.5 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.8538498945329815E7
Grand Total :
2.5738498945329815E7
AUM:81,952 Cr
Ann Rtn: 12.38 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.829029408795721E7
Grand Total :
2.549029408795721E7
AUM:7,333 Cr
Ann Rtn: 12.26 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.7696202484736033E7
Grand Total :
2.4896202484736033E7
AUM:819 Cr
Ann Rtn: 11.98 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.7016798154727187E7
Grand Total :
2.4216798154727187E7
AUM:2,355 Cr
Ann Rtn: 11.65 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.5712781382798584E7
Grand Total :
2.2912781382798582E7
AUM:5,663 Cr
Ann Rtn: 10.98 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.5598730293374961E7
Grand Total :
2.2798730293374963E7
AUM:7,559 Cr
Ann Rtn: 10.92 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.433716291990721E7
Grand Total :
2.1537162919907212E7
AUM:4,156 Cr
Ann Rtn: 10.23 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.3940388158494009E7
Grand Total :
2.114038815849401E7
AUM:4,081 Cr
Ann Rtn: 10.0 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.3665361171097538E7
Grand Total :
2.086536117109754E7
AUM:50 Cr
Ann Rtn: 9.84 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.340721015633144E7
Grand Total :
2.0607210156331442E7
AUM:537 Cr
Ann Rtn: 9.69 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
09-12-2025
Drawn : 7200000.0
Bal : 1.2539545003429774E7
Grand Total :
1.9739545003429774E7
AUM:216 Cr
Ann Rtn: 9.16 %