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 01-10-2014 13-09-2024 120 7200000.0 2.54696425424937E7 15.25 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 2.4601707321772013E7 14.93 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 2.0602813846735284E7 13.33 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.9730500538129553E7 12.94 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.877487599707729E7 12.51 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.87160829816718E7 12.48 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.8607517141585108E7 12.43 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.8384493734035447E7 12.33 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.8285800075580288E7 12.28 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.8072496899918206E7 12.18 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.73126097808066E7 11.81 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.6469106545490088E7 11.39 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.6371278855391026E7 11.34 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.6129244067487784E7 11.22 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.5903928839178987E7 11.1 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.4395675882180199E7 10.28 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.322158515829634E7 9.59 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.1531526444776166E7 8.53 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-10-2014 13-09-2024 120 7200000.0 1.145417513467462E7 8.48 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 2.54696425424937E7
Grand Total :
3.26696425424937E7
AUM:39,091 Cr
Ann Rtn: 15.25 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 2.4601707321772013E7
Grand Total :
3.1801707321772013E7
AUM:2,292 Cr
Ann Rtn: 14.93 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 2.0602813846735284E7
Grand Total :
2.7802813846735284E7
AUM:10,094 Cr
Ann Rtn: 13.33 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.9730500538129553E7
Grand Total :
2.6930500538129553E7
AUM:11,002 Cr
Ann Rtn: 12.94 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.877487599707729E7
Grand Total :
2.597487599707729E7
AUM:1,985 Cr
Ann Rtn: 12.51 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.87160829816718E7
Grand Total :
2.59160829816718E7
AUM:24,596 Cr
Ann Rtn: 12.48 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.8607517141585108E7
Grand Total :
2.5807517141585108E7
AUM:73,078 Cr
Ann Rtn: 12.43 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.8384493734035447E7
Grand Total :
2.5584493734035447E7
AUM:1,856 Cr
Ann Rtn: 12.33 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.8285800075580288E7
Grand Total :
2.5485800075580288E7
AUM:1,952 Cr
Ann Rtn: 12.28 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.8072496899918206E7
Grand Total :
2.5272496899918206E7
AUM:5,893 Cr
Ann Rtn: 12.18 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.73126097808066E7
Grand Total :
2.45126097808066E7
AUM:6,064 Cr
Ann Rtn: 11.81 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.6469106545490088E7
Grand Total :
2.3669106545490086E7
AUM:5,192 Cr
Ann Rtn: 11.39 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.6371278855391026E7
Grand Total :
2.3571278855391026E7
AUM:7,983 Cr
Ann Rtn: 11.34 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.6129244067487784E7
Grand Total :
2.3329244067487784E7
AUM:4,242 Cr
Ann Rtn: 11.22 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.5903928839178987E7
Grand Total :
2.3103928839178987E7
AUM:487 Cr
Ann Rtn: 11.1 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.4395675882180199E7
Grand Total :
2.15956758821802E7
AUM:3,824 Cr
Ann Rtn: 10.28 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.322158515829634E7
Grand Total :
2.042158515829634E7
AUM:51 Cr
Ann Rtn: 9.59 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.1531526444776166E7
Grand Total :
1.8731526444776166E7
AUM:218 Cr
Ann Rtn: 8.53 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-10-2014
13-09-2024
Drawn : 7200000.0
Bal : 1.145417513467462E7
Grand Total :
1.865417513467462E7
AUM:552 Cr
Ann Rtn: 8.48 %