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 Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 2.4187344959350813E7 14.77 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 2.342171926142174E7 14.47 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.7697902364909198E7 12 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.751187225715152E7 11.91 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6582305132304944E7 11.44 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6551919036797898E7 11.43 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6483504213544711E7 11.39 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6199931461291786E7 11.25 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5737985749253746E7 11.01 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5692171028825246E7 10.98 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5625953119511137E7 10.95 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5548634424183082E7 10.91 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4809119871423973E7 10.5 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4641951781133533E7 10.41 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4083885844817046E7 10.1 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.3326067243504532E7 9.65 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.2271715014312522E7 9 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.1812397735123403E7 8.71 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.077970248111824E7 8.01 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.0576183600802867E7 7.87 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 14-08-2025 120 7200000.0 9604301.668615513 7.17 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 2.4187344959350813E7
Grand Total :
3.1387344959350813E7
AUM:2,109 Cr
Ann Rtn: 14.77 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 2.342171926142174E7
Grand Total :
3.062171926142174E7
AUM:44,605 Cr
Ann Rtn: 14.47 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.7697902364909198E7
Grand Total :
2.4897902364909198E7
AUM:7,864 Cr
Ann Rtn: 12.0 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.751187225715152E7
Grand Total :
2.471187225715152E7
AUM:9,181 Cr
Ann Rtn: 11.91 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6582305132304944E7
Grand Total :
2.3782305132304944E7
AUM:11,059 Cr
Ann Rtn: 11.44 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6551919036797898E7
Grand Total :
2.3751919036797896E7
AUM:11,436 Cr
Ann Rtn: 11.43 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6483504213544711E7
Grand Total :
2.368350421354471E7
AUM:77,794 Cr
Ann Rtn: 11.39 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6199931461291786E7
Grand Total :
2.3399931461291786E7
AUM:24,511 Cr
Ann Rtn: 11.25 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5737985749253746E7
Grand Total :
2.2937985749253746E7
AUM:2,994 Cr
Ann Rtn: 11.01 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5692171028825246E7
Grand Total :
2.2892171028825246E7
AUM:6,422 Cr
Ann Rtn: 10.98 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5625953119511137E7
Grand Total :
2.2825953119511135E7
AUM:2,994 Cr
Ann Rtn: 10.95 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5548634424183082E7
Grand Total :
2.274863442418308E7
AUM:6,583 Cr
Ann Rtn: 10.91 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4809119871423973E7
Grand Total :
2.2009119871423975E7
AUM:842 Cr
Ann Rtn: 10.5 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4641951781133533E7
Grand Total :
2.1841951781133533E7
AUM:2,256 Cr
Ann Rtn: 10.41 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4083885844817046E7
Grand Total :
2.1283885844817046E7
AUM:5,513 Cr
Ann Rtn: 10.1 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.3326067243504532E7
Grand Total :
2.052606724350453E7
AUM:7,480 Cr
Ann Rtn: 9.65 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.2271715014312522E7
Grand Total :
1.947171501431252E7
AUM:3,936 Cr
Ann Rtn: 9.0 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.1812397735123403E7
Grand Total :
1.9012397735123403E7
AUM:4,091 Cr
Ann Rtn: 8.71 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.077970248111824E7
Grand Total :
1.797970248111824E7
AUM:48 Cr
Ann Rtn: 8.01 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.0576183600802867E7
Grand Total :
1.777618360080287E7
AUM:529 Cr
Ann Rtn: 7.87 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-09-2015
14-08-2025
Drawn : 7200000.0
Bal : 9604301.668615513
Grand Total :
1.6804301668615513E7
AUM:217 Cr
Ann Rtn: 7.17 %