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 06-02-2026 120 7200000.0 2.9563398854163833E7 16.64 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.665267337808508E7 15.66 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.2103719849076673E7 13.94 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.1549762219936673E7 13.71 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.10813655220248E7 13.52 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.0951461051894225E7 13.46 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.0550466294791218E7 13.29 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.0189188471241236E7 13.13 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.0193408140305303E7 13.13 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 2.0133828390393596E7 13.11 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.948794219824076E7 12.82 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.9211435339137863E7 12.7 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.859295654481954E7 12.41 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.772101474161087E7 12 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.6830052663955238E7 11.56 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.6401434165708534E7 11.34 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.5359298131777711E7 10.8 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.5143339418835457E7 10.68 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.5032790427684152E7 10.62 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.4335998215679994E7 10.23 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-03-2016 06-02-2026 120 7200000.0 1.295533800804282E7 9.42 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.9563398854163833E7
Grand Total :
3.676339885416383E7
AUM:49,641 Cr
Ann Rtn: 16.64 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.665267337808508E7
Grand Total :
3.385267337808508E7
AUM:2,069 Cr
Ann Rtn: 15.66 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.2103719849076673E7
Grand Total :
2.9303719849076673E7
AUM:8,509 Cr
Ann Rtn: 13.94 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.1549762219936673E7
Grand Total :
2.8749762219936673E7
AUM:9,538 Cr
Ann Rtn: 13.71 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.10813655220248E7
Grand Total :
2.82813655220248E7
AUM:11,393 Cr
Ann Rtn: 13.52 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.0951461051894225E7
Grand Total :
2.8151461051894225E7
AUM:12,162 Cr
Ann Rtn: 13.46 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.0550466294791218E7
Grand Total :
2.7750466294791218E7
AUM:6,758 Cr
Ann Rtn: 13.29 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.0189188471241236E7
Grand Total :
2.7389188471241236E7
AUM:24,528 Cr
Ann Rtn: 13.13 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.0193408140305303E7
Grand Total :
2.7393408140305303E7
AUM:3,480 Cr
Ann Rtn: 13.13 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 2.0133828390393596E7
Grand Total :
2.7333828390393596E7
AUM:3,480 Cr
Ann Rtn: 13.11 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.948794219824076E7
Grand Total :
2.668794219824076E7
AUM:7,846 Cr
Ann Rtn: 12.82 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.9211435339137863E7
Grand Total :
2.6411435339137863E7
AUM:82,847 Cr
Ann Rtn: 12.7 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.859295654481954E7
Grand Total :
2.579295654481954E7
AUM:781 Cr
Ann Rtn: 12.41 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.772101474161087E7
Grand Total :
2.492101474161087E7
AUM:2,380 Cr
Ann Rtn: 12.0 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.6830052663955238E7
Grand Total :
2.4030052663955238E7
AUM:5,569 Cr
Ann Rtn: 11.56 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.6401434165708534E7
Grand Total :
2.3601434165708534E7
AUM:7,533 Cr
Ann Rtn: 11.34 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.5359298131777711E7
Grand Total :
2.255929813177771E7
AUM:534 Cr
Ann Rtn: 10.8 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.5143339418835457E7
Grand Total :
2.2343339418835457E7
AUM:4,179 Cr
Ann Rtn: 10.68 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.5032790427684152E7
Grand Total :
2.223279042768415E7
AUM:4,102 Cr
Ann Rtn: 10.62 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.4335998215679994E7
Grand Total :
2.1535998215679996E7
AUM:50 Cr
Ann Rtn: 10.23 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2016
06-02-2026
Drawn : 7200000.0
Bal : 1.295533800804282E7
Grand Total :
2.015533800804282E7
AUM:215 Cr
Ann Rtn: 9.42 %