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 01-09-2015 08-08-2025 120 7200000.0 2.355806673685737E7 14.52 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 2.273375268125257E7 14.2 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.7362246705021836E7 11.83 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.7300908853307534E7 11.8 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.6135554433660462E7 11.21 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.6107467475551318E7 11.18 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.6055664238305608E7 11.17 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.5815828079270214E7 11.04 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.5425939221970694E7 10.83 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.5196177208309723E7 10.71 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.5091761969737256E7 10.65 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.5038811726084787E7 10.62 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.453484613632614E7 10.35 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.435784624769172E7 10.25 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.3767228694395194E7 9.91 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.293136763935433E7 9.41 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.1896422168837551E7 8.76 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.1622697880844437E7 8.58 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.0582147442119043E7 7.87 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 1.0190382502069442E7 7.59 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 08-08-2025 120 7200000.0 9350976.17260771 6.96 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 2.355806673685737E7
Grand Total :
3.075806673685737E7
AUM:2,169 Cr
Ann Rtn: 14.52 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 2.273375268125257E7
Grand Total :
2.993375268125257E7
AUM:44,552 Cr
Ann Rtn: 14.2 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.7362246705021836E7
Grand Total :
2.4562246705021836E7
AUM:7,808 Cr
Ann Rtn: 11.83 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.7300908853307534E7
Grand Total :
2.4500908853307534E7
AUM:9,313 Cr
Ann Rtn: 11.8 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.6135554433660462E7
Grand Total :
2.3335554433660462E7
AUM:11,418 Cr
Ann Rtn: 11.21 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.6107467475551318E7
Grand Total :
2.330746747555132E7
AUM:24,854 Cr
Ann Rtn: 11.18 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.6055664238305608E7
Grand Total :
2.3255664238305606E7
AUM:78,708 Cr
Ann Rtn: 11.17 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.5815828079270214E7
Grand Total :
2.3015828079270214E7
AUM:11,243 Cr
Ann Rtn: 11.04 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.5425939221970694E7
Grand Total :
2.2625939221970692E7
AUM:6,468 Cr
Ann Rtn: 10.83 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.5196177208309723E7
Grand Total :
2.2396177208309725E7
AUM:2,926 Cr
Ann Rtn: 10.71 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.5091761969737256E7
Grand Total :
2.2291761969737254E7
AUM:2,926 Cr
Ann Rtn: 10.65 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.5038811726084787E7
Grand Total :
2.2238811726084787E7
AUM:6,429 Cr
Ann Rtn: 10.62 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.453484613632614E7
Grand Total :
2.173484613632614E7
AUM:862 Cr
Ann Rtn: 10.35 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.435784624769172E7
Grand Total :
2.155784624769172E7
AUM:2,248 Cr
Ann Rtn: 10.25 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.3767228694395194E7
Grand Total :
2.0967228694395192E7
AUM:5,566 Cr
Ann Rtn: 9.91 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.293136763935433E7
Grand Total :
2.013136763935433E7
AUM:7,650 Cr
Ann Rtn: 9.41 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.1896422168837551E7
Grand Total :
1.909642216883755E7
AUM:3,988 Cr
Ann Rtn: 8.76 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.1622697880844437E7
Grand Total :
1.8822697880844437E7
AUM:4,131 Cr
Ann Rtn: 8.58 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.0582147442119043E7
Grand Total :
1.7782147442119043E7
AUM:50 Cr
Ann Rtn: 7.87 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 1.0190382502069442E7
Grand Total :
1.7390382502069443E7
AUM:545 Cr
Ann Rtn: 7.59 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
08-08-2025
Drawn : 7200000.0
Bal : 9350976.17260771
Grand Total :
1.655097617260771E7
AUM:220 Cr
Ann Rtn: 6.96 %