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 01-07-2016 15-06-2026 120 7200000.0 2.558568904694594E7 15.29 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 2.5218737761645664E7 15.15 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.8766438282700043E7 12.5 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.858288550574E7 12.42 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.8535026712848127E7 12.4 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.8264332866036996E7 12.27 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.820625026595792E7 12.24 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.779471837282095E7 12.04 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.7685297901159678E7 11.99 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.6980560585407842E7 11.65 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.6407177226445101E7 11.36 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.6075629533173531E7 11.19 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.6045711186943129E7 11.17 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.5691504668730563E7 10.98 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.5168258524862546E7 10.7 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.3496739253272539E7 9.76 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.3380360374113956E7 9.69 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.2989039476229258E7 9.45 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.2954903996683575E7 9.43 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.2890968224152664E7 9.39 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2016 15-06-2026 120 7200000.0 1.157844087817793E7 8.56 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 2.558568904694594E7
Grand Total:
3.278568904694594E7
AUM: 50,036 Cr
Ann Rtn: 15.29 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 2.5218737761645664E7
Grand Total:
3.2418737761645664E7
AUM: 2,139 Cr
Ann Rtn: 15.15 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.8766438282700043E7
Grand Total:
2.5966438282700043E7
AUM: 8,666 Cr
Ann Rtn: 12.5 %
Canara Robeco Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.858288550574E7
Grand Total:
2.578288550574E7
AUM: 10,953 Cr
Ann Rtn: 12.42 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.8535026712848127E7
Grand Total:
2.5735026712848127E7
AUM: 9,285 Cr
Ann Rtn: 12.4 %
Edelweiss Aggr Hybrid Plan B Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.8264332866036996E7
Grand Total:
2.5464332866036996E7
AUM: 3,667 Cr
Ann Rtn: 12.27 %
Edelweiss Aggr Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.820625026595792E7
Grand Total:
2.540625026595792E7
AUM: 3,667 Cr
Ann Rtn: 12.24 %
DSP Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.779471837282095E7
Grand Total:
2.499471837282095E7
AUM: 11,625 Cr
Ann Rtn: 12.04 %
SBI Equity Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.7685297901159678E7
Grand Total:
2.4885297901159678E7
AUM: 84,037 Cr
Ann Rtn: 11.99 %
UTI Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.6980560585407842E7
Grand Total:
2.4180560585407842E7
AUM: 6,472 Cr
Ann Rtn: 11.65 %
HDFC Hybrid Equity Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.6407177226445101E7
Grand Total:
2.36071772264451E7
AUM: 21,916 Cr
Ann Rtn: 11.36 %
JM Aggressive Hybrid Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.6075629533173531E7
Grand Total:
2.327562953317353E7
AUM: 701 Cr
Ann Rtn: 11.19 %
Sundaram Aggressive Hybrid Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.6045711186943129E7
Grand Total:
2.324571118694313E7
AUM: 8,619 Cr
Ann Rtn: 11.17 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.5691504668730563E7
Grand Total:
2.2891504668730564E7
AUM: 5,505 Cr
Ann Rtn: 10.98 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.5168258524862546E7
Grand Total:
2.2368258524862546E7
AUM: 2,290 Cr
Ann Rtn: 10.7 %
ABSL Equity Hybrid95 Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.3496739253272539E7
Grand Total:
2.069673925327254E7
AUM: 6,936 Cr
Ann Rtn: 9.76 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.3380360374113956E7
Grand Total:
2.0580360374113955E7
AUM: 3,681 Cr
Ann Rtn: 9.69 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.2989039476229258E7
Grand Total:
2.0189039476229258E7
AUM: 3,938 Cr
Ann Rtn: 9.45 %
Shriram Aggressive Hybrid Equity Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.2954903996683575E7
Grand Total:
2.0154903996683575E7
AUM: 49 Cr
Ann Rtn: 9.43 %
LIC MF Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.2890968224152664E7
Grand Total:
2.009096822415266E7
AUM: 512 Cr
Ann Rtn: 9.39 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-07-2016
15-06-2026
Drawn: 7200000.0
Bal: 1.157844087817793E7
Grand Total:
1.877844087817793E7
AUM: 202 Cr
Ann Rtn: 8.56 %