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 01-05-2015 29-04-2025 120 7200000.0 2.3981456235450435E7 14.72 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 2.2622647221033297E7 14.19 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.826687050549998E7 12.29 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.720863797233684E7 11.78 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.691835989294761E7 11.64 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.69031529144132E7 11.63 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.6853935026612125E7 11.61 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.6800656087381713E7 11.58 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.6481757375455476E7 11.42 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.6344474332959468E7 11.35 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.5561396053367041E7 10.94 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.5431387489751257E7 10.87 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.492675532758951E7 10.59 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.4088201542395124E7 10.12 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.3684436831453804E7 9.89 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.2665938615867617E7 9.27 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.2570974406827245E7 9.21 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.1635066327543158E7 8.61 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 1.0151519379301079E7 7.59 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 29-04-2025 120 7200000.0 9967419.747697681 7.45 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 2.3981456235450435E7
Grand Total :
3.1181456235450435E7
AUM:40,962 Cr
Ann Rtn: 14.72 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 2.2622647221033297E7
Grand Total :
2.9822647221033297E7
AUM:2,004 Cr
Ann Rtn: 14.19 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.826687050549998E7
Grand Total :
2.546687050549998E7
AUM:10,425 Cr
Ann Rtn: 12.29 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.720863797233684E7
Grand Total :
2.440863797233684E7
AUM:10,382 Cr
Ann Rtn: 11.78 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.691835989294761E7
Grand Total :
2.411835989294761E7
AUM:6,795 Cr
Ann Rtn: 11.64 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.69031529144132E7
Grand Total :
2.41031529144132E7
AUM:2,487 Cr
Ann Rtn: 11.63 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.6853935026612125E7
Grand Total :
2.4053935026612125E7
AUM:23,229 Cr
Ann Rtn: 11.61 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.6800656087381713E7
Grand Total :
2.4000656087381713E7
AUM:2,487 Cr
Ann Rtn: 11.58 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.6481757375455476E7
Grand Total :
2.3681757375455476E7
AUM:72,555 Cr
Ann Rtn: 11.42 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.6344474332959468E7
Grand Total :
2.3544474332959466E7
AUM:5,910 Cr
Ann Rtn: 11.35 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.5561396053367041E7
Grand Total :
2.276139605336704E7
AUM:5,614 Cr
Ann Rtn: 10.94 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.5431387489751257E7
Grand Total :
2.2631387489751257E7
AUM:2,055 Cr
Ann Rtn: 10.87 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.492675532758951E7
Grand Total :
2.2126755327589512E7
AUM:764 Cr
Ann Rtn: 10.59 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.4088201542395124E7
Grand Total :
2.1288201542395122E7
AUM:5,022 Cr
Ann Rtn: 10.12 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.3684436831453804E7
Grand Total :
2.0884436831453804E7
AUM:7,193 Cr
Ann Rtn: 9.89 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.2665938615867617E7
Grand Total :
1.9865938615867615E7
AUM:3,688 Cr
Ann Rtn: 9.27 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.2570974406827245E7
Grand Total :
1.9770974406827245E7
AUM:3,936 Cr
Ann Rtn: 9.21 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.1635066327543158E7
Grand Total :
1.8835066327543158E7
AUM:46 Cr
Ann Rtn: 8.61 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 1.0151519379301079E7
Grand Total :
1.735151937930108E7
AUM:204 Cr
Ann Rtn: 7.59 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2015
29-04-2025
Drawn : 7200000.0
Bal : 9967419.747697681
Grand Total :
1.716741974769768E7
AUM:497 Cr
Ann Rtn: 7.45 %