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 01-05-2015 23-04-2025 120 7200000.0 2.349981262793254E7 14.52 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 2.217460785582071E7 13.99 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.783129917478722E7 12.07 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.673942739527642E7 11.54 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6621976131435419E7 11.48 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6515037998302978E7 11.42 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6420021481877144E7 11.37 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6376152322182897E7 11.35 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6090839021651069E7 11.2 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6071551540661396E7 11.19 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.5221483652700467E7 10.74 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.51703676183092E7 10.72 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.4711199126126105E7 10.46 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.384737457419779E7 9.97 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.3419250694485633E7 9.72 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.2414653305493917E7 9.11 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.2205165184471773E7 8.97 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.1422691542936258E7 8.46 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 9859166.453529723 7.36 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 9614346.0462022 7.18 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 2.349981262793254E7
Grand Total :
3.069981262793254E7
AUM:40,962 Cr
Ann Rtn: 14.52 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 2.217460785582071E7
Grand Total :
2.937460785582071E7
AUM:2,004 Cr
Ann Rtn: 13.99 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.783129917478722E7
Grand Total :
2.503129917478722E7
AUM:10,425 Cr
Ann Rtn: 12.07 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.673942739527642E7
Grand Total :
2.393942739527642E7
AUM:6,795 Cr
Ann Rtn: 11.54 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6621976131435419E7
Grand Total :
2.3821976131435417E7
AUM:10,382 Cr
Ann Rtn: 11.48 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6515037998302978E7
Grand Total :
2.3715037998302978E7
AUM:2,487 Cr
Ann Rtn: 11.42 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6420021481877144E7
Grand Total :
2.3620021481877144E7
AUM:2,487 Cr
Ann Rtn: 11.37 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6376152322182897E7
Grand Total :
2.3576152322182897E7
AUM:23,229 Cr
Ann Rtn: 11.35 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6090839021651069E7
Grand Total :
2.3290839021651067E7
AUM:72,555 Cr
Ann Rtn: 11.2 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6071551540661396E7
Grand Total :
2.3271551540661395E7
AUM:5,910 Cr
Ann Rtn: 11.19 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.5221483652700467E7
Grand Total :
2.242148365270047E7
AUM:5,614 Cr
Ann Rtn: 10.74 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.51703676183092E7
Grand Total :
2.23703676183092E7
AUM:2,055 Cr
Ann Rtn: 10.72 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.4711199126126105E7
Grand Total :
2.1911199126126103E7
AUM:764 Cr
Ann Rtn: 10.46 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.384737457419779E7
Grand Total :
2.104737457419779E7
AUM:5,022 Cr
Ann Rtn: 9.97 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.3419250694485633E7
Grand Total :
2.0619250694485635E7
AUM:7,193 Cr
Ann Rtn: 9.72 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.2414653305493917E7
Grand Total :
1.9614653305493917E7
AUM:3,688 Cr
Ann Rtn: 9.11 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.2205165184471773E7
Grand Total :
1.940516518447177E7
AUM:3,936 Cr
Ann Rtn: 8.97 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.1422691542936258E7
Grand Total :
1.8622691542936258E7
AUM:46 Cr
Ann Rtn: 8.46 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 9859166.453529723
Grand Total :
1.7059166453529723E7
AUM:204 Cr
Ann Rtn: 7.36 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 9614346.0462022
Grand Total :
1.6814346046202198E7
AUM:497 Cr
Ann Rtn: 7.18 %