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
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 3.556329561E7 18.5 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 3.220531162E7 17.53 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.49479037E7 15.09 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.481053324E7 15.04 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.452542369E7 14.94 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.341215575E7 14.51 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.337017702E7 14.49 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.288181329E7 14.3 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.278922026E7 14.26 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.229662393E7 14.06 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.156549039E7 13.76 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.038779628E7 13.26 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.014601986E7 13.16 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 2.000209875E7 13.09 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 1.927039371E7 12.77 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 1.848854704E7 12.41 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 1.515542E7 10.72 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 1.511732009E7 10.7 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2014 23-04-2024 120 7200000.0 1.365026999E7 9.87 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 3.556329561E7
Grand Total :
4.276329561E7
AUM:1,869 Cr
Ann Rtn: 18.5 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 3.220531162E7
Grand Total :
3.9405311620000005E7
AUM:33,502 Cr
Ann Rtn: 17.53 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.49479037E7
Grand Total :
3.21479037E7
AUM:9,890 Cr
Ann Rtn: 15.09 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.481053324E7
Grand Total :
3.201053324E7
AUM:22,697 Cr
Ann Rtn: 15.04 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.452542369E7
Grand Total :
3.172542369E7
AUM:8,806 Cr
Ann Rtn: 14.94 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.341215575E7
Grand Total :
3.061215575E7
AUM:67,196 Cr
Ann Rtn: 14.51 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.337017702E7
Grand Total :
3.057017702E7
AUM:1,714 Cr
Ann Rtn: 14.49 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.288181329E7
Grand Total :
3.008181329E7
AUM:1,440 Cr
Ann Rtn: 14.3 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.278922026E7
Grand Total :
2.998922026E7
AUM:1,440 Cr
Ann Rtn: 14.26 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.229662393E7
Grand Total :
2.949662393E7
AUM:5,147 Cr
Ann Rtn: 14.06 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.156549039E7
Grand Total :
2.876549039E7
AUM:3,688 Cr
Ann Rtn: 13.76 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.038779628E7
Grand Total :
2.758779628E7
AUM:7,377 Cr
Ann Rtn: 13.26 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.014601986E7
Grand Total :
2.734601986E7
AUM:5,306 Cr
Ann Rtn: 13.16 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 2.000209875E7
Grand Total :
2.720209875E7
AUM:223 Cr
Ann Rtn: 13.09 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 1.927039371E7
Grand Total :
2.647039371E7
AUM:3,435 Cr
Ann Rtn: 12.77 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 1.848854704E7
Grand Total :
2.568854704E7
AUM:4,436 Cr
Ann Rtn: 12.41 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 1.515542E7
Grand Total :
2.235542E7
AUM:208 Cr
Ann Rtn: 10.72 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 1.511732009E7
Grand Total :
2.231732009E7
AUM:46 Cr
Ann Rtn: 10.7 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-05-2014
23-04-2024
Drawn : 7200000.0
Bal : 1.365026999E7
Grand Total :
2.0850269990000002E7
AUM:503 Cr
Ann Rtn: 9.87 %