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 Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 2.4692954180303637E7 14.98 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 2.4323509068403173E7 14.84 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.82079354681152E7 12.26 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.789658715458591E7 12.11 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.784458788679418E7 12.08 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.7271669305545066E7 11.81 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.7250812212926537E7 11.8 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.7091189984909635E7 11.72 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.6981444202557445E7 11.66 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.6807971827699482E7 11.58 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.602192997279972E7 11.17 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.5525853515532134E7 10.91 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.537948438076328E7 10.83 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.5074984961903643E7 10.67 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.4168060901844421E7 10.16 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.3041551198237112E7 9.5 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.270619085582589E7 9.29 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.140735452688841E7 8.46 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.116964889279174E7 8.3 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2015 25-06-2025 120 7200000.0 1.0198168070311228E7 7.62 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 2.4692954180303637E7
Grand Total :
3.1892954180303637E7
AUM:2,110 Cr
Ann Rtn: 14.98 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 2.4323509068403173E7
Grand Total :
3.1523509068403173E7
AUM:43,147 Cr
Ann Rtn: 14.84 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.82079354681152E7
Grand Total :
2.54079354681152E7
AUM:11,100 Cr
Ann Rtn: 12.26 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.789658715458591E7
Grand Total :
2.509658715458591E7
AUM:7,411 Cr
Ann Rtn: 12.11 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.784458788679418E7
Grand Total :
2.504458788679418E7
AUM:10,960 Cr
Ann Rtn: 12.08 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.7271669305545066E7
Grand Total :
2.4471669305545066E7
AUM:75,633 Cr
Ann Rtn: 11.81 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.7250812212926537E7
Grand Total :
2.4450812212926537E7
AUM:24,463 Cr
Ann Rtn: 11.8 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.7091189984909635E7
Grand Total :
2.4291189984909635E7
AUM:2,746 Cr
Ann Rtn: 11.72 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.6981444202557445E7
Grand Total :
2.4181444202557445E7
AUM:2,746 Cr
Ann Rtn: 11.66 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.6807971827699482E7
Grand Total :
2.4007971827699482E7
AUM:6,254 Cr
Ann Rtn: 11.58 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.602192997279972E7
Grand Total :
2.322192997279972E7
AUM:6,140 Cr
Ann Rtn: 11.17 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.5525853515532134E7
Grand Total :
2.2725853515532136E7
AUM:2,187 Cr
Ann Rtn: 10.91 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.537948438076328E7
Grand Total :
2.2579484380763277E7
AUM:803 Cr
Ann Rtn: 10.83 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.5074984961903643E7
Grand Total :
2.2274984961903643E7
AUM:5,397 Cr
Ann Rtn: 10.67 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.4168060901844421E7
Grand Total :
2.136806090184442E7
AUM:7,466 Cr
Ann Rtn: 10.16 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.3041551198237112E7
Grand Total :
2.0241551198237114E7
AUM:3,897 Cr
Ann Rtn: 9.5 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.270619085582589E7
Grand Total :
1.990619085582589E7
AUM:4,074 Cr
Ann Rtn: 9.29 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.140735452688841E7
Grand Total :
1.8607354526888408E7
AUM:48 Cr
Ann Rtn: 8.46 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.116964889279174E7
Grand Total :
1.836964889279174E7
AUM:531 Cr
Ann Rtn: 8.3 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
25-06-2025
Drawn : 7200000.0
Bal : 1.0198168070311228E7
Grand Total :
1.7398168070311226E7
AUM:214 Cr
Ann Rtn: 7.62 %