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 01-12-2015 19-11-2025 120 7200000.0 2.663858396320146E7 15.67 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 2.6067619104490455E7 15.46 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 2.002319377280203E7 13.07 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.9749595729198575E7 12.95 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.9139267731000524E7 12.68 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.874425829532107E7 12.5 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.8690667643722203E7 12.47 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.8401703202717327E7 12.34 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.8341314436857942E7 12.31 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.813333326641783E7 12.21 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.806902521595522E7 12.18 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.78258201599299E7 12.06 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.7396992754980076E7 11.85 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.6570740780241031E7 11.44 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.573451208423519E7 11.01 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.5395699724811116E7 10.83 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.3944232260533608E7 10.02 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.3712721151875963E7 9.89 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.3224801571828242E7 9.6 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.29075485869975E7 9.4 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-12-2015 19-11-2025 120 7200000.0 1.1994993988997784E7 8.83 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 2.663858396320146E7
Grand Total :
3.383858396320146E7
AUM:48,071 Cr
Ann Rtn: 15.67 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 2.6067619104490455E7
Grand Total :
3.3267619104490455E7
AUM:2,139 Cr
Ann Rtn: 15.46 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 2.002319377280203E7
Grand Total :
2.722319377280203E7
AUM:8,402 Cr
Ann Rtn: 13.07 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.9749595729198575E7
Grand Total :
2.6949595729198575E7
AUM:9,425 Cr
Ann Rtn: 12.95 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.9139267731000524E7
Grand Total :
2.6339267731000524E7
AUM:11,910 Cr
Ann Rtn: 12.68 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.874425829532107E7
Grand Total :
2.594425829532107E7
AUM:3,161 Cr
Ann Rtn: 12.5 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.8690667643722203E7
Grand Total :
2.5890667643722203E7
AUM:3,317 Cr
Ann Rtn: 12.47 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.8401703202717327E7
Grand Total :
2.5601703202717327E7
AUM:11,403 Cr
Ann Rtn: 12.34 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.8341314436857942E7
Grand Total :
2.5541314436857942E7
AUM:24,684 Cr
Ann Rtn: 12.31 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.813333326641783E7
Grand Total :
2.533333326641783E7
AUM:81,952 Cr
Ann Rtn: 12.21 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.806902521595522E7
Grand Total :
2.526902521595522E7
AUM:6,596 Cr
Ann Rtn: 12.18 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.78258201599299E7
Grand Total :
2.50258201599299E7
AUM:7,333 Cr
Ann Rtn: 12.06 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.7396992754980076E7
Grand Total :
2.4596992754980076E7
AUM:819 Cr
Ann Rtn: 11.85 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.6570740780241031E7
Grand Total :
2.377074078024103E7
AUM:2,355 Cr
Ann Rtn: 11.44 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.573451208423519E7
Grand Total :
2.293451208423519E7
AUM:5,663 Cr
Ann Rtn: 11.01 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.5395699724811116E7
Grand Total :
2.2595699724811114E7
AUM:7,559 Cr
Ann Rtn: 10.83 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.3944232260533608E7
Grand Total :
2.114423226053361E7
AUM:4,156 Cr
Ann Rtn: 10.02 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.3712721151875963E7
Grand Total :
2.0912721151875965E7
AUM:4,081 Cr
Ann Rtn: 9.89 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.3224801571828242E7
Grand Total :
2.0424801571828242E7
AUM:50 Cr
Ann Rtn: 9.6 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.29075485869975E7
Grand Total :
2.01075485869975E7
AUM:537 Cr
Ann Rtn: 9.4 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-12-2015
19-11-2025
Drawn : 7200000.0
Bal : 1.1994993988997784E7
Grand Total :
1.9194993988997784E7
AUM:216 Cr
Ann Rtn: 8.83 %