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 01-11-2015 13-10-2025 120 7200000.0 2.5622703653039914E7 15.29 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 2.533565817288636E7 15.18 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.9193384475894187E7 12.69 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.8800978768389117E7 12.51 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.8325696473113563E7 12.29 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.784649454173908E7 12.06 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.758468979056597E7 11.93 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.746277389112719E7 11.87 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.7404118750468392E7 11.85 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.7374044369102437E7 11.83 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.6968433189392935E7 11.63 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.6737026826307688E7 11.51 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.6341598040168993E7 11.31 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.5709479311820734E7 10.98 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.5336789110272601E7 10.78 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.4279151396180991E7 10.2 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.312618180084941E7 9.53 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.2908456443865987E7 9.39 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.1926014040646028E7 8.78 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.1933581322870977E7 8.78 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 13-10-2025 120 7200000.0 1.100352580202232E7 8.16 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 2.5622703653039914E7
Grand Total :
3.2822703653039914E7
AUM:46,392 Cr
Ann Rtn: 15.29 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 2.533565817288636E7
Grand Total :
3.253565817288636E7
AUM:2,089 Cr
Ann Rtn: 15.18 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.9193384475894187E7
Grand Total :
2.6393384475894187E7
AUM:8,116 Cr
Ann Rtn: 12.69 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.8800978768389117E7
Grand Total :
2.6000978768389117E7
AUM:9,128 Cr
Ann Rtn: 12.51 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.8325696473113563E7
Grand Total :
2.5525696473113563E7
AUM:11,565 Cr
Ann Rtn: 12.29 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.784649454173908E7
Grand Total :
2.504649454173908E7
AUM:79,008 Cr
Ann Rtn: 12.06 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.758468979056597E7
Grand Total :
2.478468979056597E7
AUM:11,073 Cr
Ann Rtn: 11.93 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.746277389112719E7
Grand Total :
2.466277389112719E7
AUM:3,037 Cr
Ann Rtn: 11.87 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.7404118750468392E7
Grand Total :
2.4604118750468392E7
AUM:3,161 Cr
Ann Rtn: 11.85 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.7374044369102437E7
Grand Total :
2.4574044369102437E7
AUM:24,081 Cr
Ann Rtn: 11.83 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.6968433189392935E7
Grand Total :
2.4168433189392935E7
AUM:6,379 Cr
Ann Rtn: 11.63 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.6737026826307688E7
Grand Total :
2.3937026826307688E7
AUM:6,944 Cr
Ann Rtn: 11.51 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.6341598040168993E7
Grand Total :
2.3541598040168993E7
AUM:797 Cr
Ann Rtn: 11.31 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.5709479311820734E7
Grand Total :
2.2909479311820734E7
AUM:2,273 Cr
Ann Rtn: 10.98 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.5336789110272601E7
Grand Total :
2.25367891102726E7
AUM:5,546 Cr
Ann Rtn: 10.78 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.4279151396180991E7
Grand Total :
2.147915139618099E7
AUM:7,368 Cr
Ann Rtn: 10.2 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.312618180084941E7
Grand Total :
2.0326181800849408E7
AUM:3,960 Cr
Ann Rtn: 9.53 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.2908456443865987E7
Grand Total :
2.0108456443865985E7
AUM:4,025 Cr
Ann Rtn: 9.39 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.1926014040646028E7
Grand Total :
1.9126014040646028E7
AUM:48 Cr
Ann Rtn: 8.78 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.1933581322870977E7
Grand Total :
1.9133581322870977E7
AUM:522 Cr
Ann Rtn: 8.78 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
13-10-2025
Drawn : 7200000.0
Bal : 1.100352580202232E7
Grand Total :
1.820352580202232E7
AUM:216 Cr
Ann Rtn: 8.16 %