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 01-04-2014 18-03-2024 120 7200000.0 3.984242837E7 19.6 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 3.358489008E7 17.9 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.687694039E7 15.76 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.657469965E7 15.65 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.593383797E7 15.42 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.483826247E7 15.02 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.419626874E7 14.78 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.397844217E7 14.69 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.386288547E7 14.65 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.309931188E7 14.35 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.276086445E7 14.22 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.156179367E7 13.73 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.130988337E7 13.63 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.127634372E7 13.61 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 2.043745355E7 13.25 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 1.946726165E7 12.83 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 1.585322694E7 11.07 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 1.55127785E7 10.89 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-04-2014 18-03-2024 120 7200000.0 1.374555747E7 9.9 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 3.984242837E7
Grand Total :
4.704242837E7
AUM:1,788 Cr
Ann Rtn: 19.6 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 3.358489008E7
Grand Total :
4.078489008E7
AUM:32,429 Cr
Ann Rtn: 17.9 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.687694039E7
Grand Total :
3.407694039E7
AUM:22,643 Cr
Ann Rtn: 15.76 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.657469965E7
Grand Total :
3.377469965E7
AUM:9,809 Cr
Ann Rtn: 15.65 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.593383797E7
Grand Total :
3.313383797E7
AUM:8,804 Cr
Ann Rtn: 15.42 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.483826247E7
Grand Total :
3.203826247E7
AUM:65,074 Cr
Ann Rtn: 15.02 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.419626874E7
Grand Total :
3.139626874E7
AUM:1,701 Cr
Ann Rtn: 14.78 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.397844217E7
Grand Total :
3.117844217E7
AUM:1,353 Cr
Ann Rtn: 14.69 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.386288547E7
Grand Total :
3.106288547E7
AUM:1,353 Cr
Ann Rtn: 14.65 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.309931188E7
Grand Total :
3.029931188E7
AUM:5,139 Cr
Ann Rtn: 14.35 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.276086445E7
Grand Total :
2.996086445E7
AUM:3,694 Cr
Ann Rtn: 14.22 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.156179367E7
Grand Total :
2.876179367E7
AUM:7,409 Cr
Ann Rtn: 13.73 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.130988337E7
Grand Total :
2.850988337E7
AUM:202 Cr
Ann Rtn: 13.63 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.127634372E7
Grand Total :
2.847634372E7
AUM:5,243 Cr
Ann Rtn: 13.61 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 2.043745355E7
Grand Total :
2.763745355E7
AUM:3,399 Cr
Ann Rtn: 13.25 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 1.946726165E7
Grand Total :
2.666726165E7
AUM:4,325 Cr
Ann Rtn: 12.83 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 1.585322694E7
Grand Total :
2.3053226939999998E7
AUM:210 Cr
Ann Rtn: 11.07 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 1.55127785E7
Grand Total :
2.27127785E7
AUM:46 Cr
Ann Rtn: 10.89 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2014
18-03-2024
Drawn : 7200000.0
Bal : 1.374555747E7
Grand Total :
2.094555747E7
AUM:507 Cr
Ann Rtn: 9.9 %