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 01-11-2015 05-10-2025 120 7200000.0 2.5682533246793997E7 15.29 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 2.5676810150454573E7 15.29 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.9100667944356937E7 12.63 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.8685127074100323E7 12.44 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.8406068306582E7 12.31 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.7730942601668384E7 11.99 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.7717175733672567E7 11.98 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.72695368520529E7 11.76 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.702002251607159E7 11.64 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.6968392512384593E7 11.61 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.6804033568346173E7 11.53 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.6575450854683692E7 11.42 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.6259198566593966E7 11.25 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.5543774635642592E7 10.88 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.50929159712238E7 10.64 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.431185100562095E7 10.2 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.3031566903737599E7 9.45 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.2770602063669723E7 9.3 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.2154591630845832E7 8.91 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 05-10-2025 120 7200000.0 1.175717692602804E7 8.65 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 03-10-2025 120 7200000.0 1.0794418090798901E7 8.01 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 2.5682533246793997E7
Grand Total :
3.2882533246793997E7
AUM:45,148 Cr
Ann Rtn: 15.29 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 2.5676810150454573E7
Grand Total :
3.2876810150454573E7
AUM:2,061 Cr
Ann Rtn: 15.29 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.9100667944356937E7
Grand Total :
2.6300667944356937E7
AUM:7,846 Cr
Ann Rtn: 12.63 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.8685127074100323E7
Grand Total :
2.5885127074100323E7
AUM:9,012 Cr
Ann Rtn: 12.44 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.8406068306582E7
Grand Total :
2.5606068306582E7
AUM:11,324 Cr
Ann Rtn: 12.31 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.7730942601668384E7
Grand Total :
2.4930942601668384E7
AUM:77,241 Cr
Ann Rtn: 11.99 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.7717175733672567E7
Grand Total :
2.4917175733672567E7
AUM:10,946 Cr
Ann Rtn: 11.98 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.72695368520529E7
Grand Total :
2.44695368520529E7
AUM:23,998 Cr
Ann Rtn: 11.76 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.702002251607159E7
Grand Total :
2.422002251607159E7
AUM:3,037 Cr
Ann Rtn: 11.64 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.6968392512384593E7
Grand Total :
2.4168392512384593E7
AUM:3,037 Cr
Ann Rtn: 11.61 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.6804033568346173E7
Grand Total :
2.4004033568346173E7
AUM:6,302 Cr
Ann Rtn: 11.53 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.6575450854683692E7
Grand Total :
2.377545085468369E7
AUM:6,664 Cr
Ann Rtn: 11.42 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.6259198566593966E7
Grand Total :
2.3459198566593967E7
AUM:807 Cr
Ann Rtn: 11.25 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.5543774635642592E7
Grand Total :
2.2743774635642592E7
AUM:2,245 Cr
Ann Rtn: 10.88 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.50929159712238E7
Grand Total :
2.22929159712238E7
AUM:5,479 Cr
Ann Rtn: 10.64 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.431185100562095E7
Grand Total :
2.151185100562095E7
AUM:7,372 Cr
Ann Rtn: 10.2 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.3031566903737599E7
Grand Total :
2.0231566903737597E7
AUM:3,894 Cr
Ann Rtn: 9.45 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.2770602063669723E7
Grand Total :
1.9970602063669723E7
AUM:4,011 Cr
Ann Rtn: 9.3 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.2154591630845832E7
Grand Total :
1.935459163084583E7
AUM:519 Cr
Ann Rtn: 8.91 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
05-10-2025
Drawn : 7200000.0
Bal : 1.175717692602804E7
Grand Total :
1.895717692602804E7
AUM:48 Cr
Ann Rtn: 8.65 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-11-2015
03-10-2025
Drawn : 7200000.0
Bal : 1.0794418090798901E7
Grand Total :
1.79944180907989E7
AUM:215 Cr
Ann Rtn: 8.01 %