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 01-03-2016 02-02-2026 120 7200000.0 2.9406979152594086E7 16.56 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.6356297900979035E7 15.53 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.185626078261394E7 13.82 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.133902654929636E7 13.6 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.0662511656419594E7 13.32 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.0677192348239746E7 13.32 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.024245528708912E7 13.13 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.013535595123497E7 13.09 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.0076687789074168E7 13.06 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 2.001050141481924E7 13.03 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.9390913931484174E7 12.76 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.921407491260387E7 12.68 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.8391998243106727E7 12.3 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.7596231344184004E7 11.92 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.6620260282114645E7 11.44 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.6218184566547314E7 11.23 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.5170707562136466E7 10.68 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.4925293611995723E7 10.54 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.4727278661824487E7 10.43 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.4231141855466424E7 10.16 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 120 7200000.0 1.2638404107328936E7 9.21 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.9406979152594086E7
Grand Total :
3.660697915259409E7
AUM:49,641 Cr
Ann Rtn: 16.56 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.6356297900979035E7
Grand Total :
3.3556297900979035E7
AUM:2,069 Cr
Ann Rtn: 15.53 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.185626078261394E7
Grand Total :
2.905626078261394E7
AUM:8,509 Cr
Ann Rtn: 13.82 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.133902654929636E7
Grand Total :
2.853902654929636E7
AUM:9,538 Cr
Ann Rtn: 13.6 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.0662511656419594E7
Grand Total :
2.7862511656419594E7
AUM:12,162 Cr
Ann Rtn: 13.32 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.0677192348239746E7
Grand Total :
2.7877192348239746E7
AUM:11,393 Cr
Ann Rtn: 13.32 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.024245528708912E7
Grand Total :
2.744245528708912E7
AUM:6,758 Cr
Ann Rtn: 13.13 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.013535595123497E7
Grand Total :
2.733535595123497E7
AUM:3,480 Cr
Ann Rtn: 13.09 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.0076687789074168E7
Grand Total :
2.7276687789074168E7
AUM:3,480 Cr
Ann Rtn: 13.06 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 2.001050141481924E7
Grand Total :
2.721050141481924E7
AUM:24,528 Cr
Ann Rtn: 13.03 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.9390913931484174E7
Grand Total :
2.6590913931484174E7
AUM:7,846 Cr
Ann Rtn: 12.76 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.921407491260387E7
Grand Total :
2.641407491260387E7
AUM:82,847 Cr
Ann Rtn: 12.68 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.8391998243106727E7
Grand Total :
2.5591998243106727E7
AUM:781 Cr
Ann Rtn: 12.3 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.7596231344184004E7
Grand Total :
2.4796231344184004E7
AUM:2,380 Cr
Ann Rtn: 11.92 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.6620260282114645E7
Grand Total :
2.3820260282114647E7
AUM:5,569 Cr
Ann Rtn: 11.44 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.6218184566547314E7
Grand Total :
2.341818456654731E7
AUM:7,533 Cr
Ann Rtn: 11.23 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.5170707562136466E7
Grand Total :
2.2370707562136464E7
AUM:534 Cr
Ann Rtn: 10.68 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.4925293611995723E7
Grand Total :
2.2125293611995723E7
AUM:4,179 Cr
Ann Rtn: 10.54 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.4727278661824487E7
Grand Total :
2.1927278661824487E7
AUM:4,102 Cr
Ann Rtn: 10.43 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.4231141855466424E7
Grand Total :
2.1431141855466425E7
AUM:50 Cr
Ann Rtn: 10.16 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
02-02-2026
Drawn : 7200000.0
Bal : 1.2638404107328936E7
Grand Total :
1.9838404107328936E7
AUM:215 Cr
Ann Rtn: 9.21 %