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 01-01-2015 03-12-2024 120 7200000.0 2.279742612193694E7 14.2 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-01-2015 02-12-2024 120 7200000.0 2.2420831560571708E7 14.05 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.7897216166220132E7 12.07 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.767208592163104E7 11.96 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.7383746173608083E7 11.82 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.699373528133798E7 11.63 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.6759164061835172E7 11.51 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.6348306018650161E7 11.3 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.60939399703999E7 11.17 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.6004756778629763E7 11.12 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.6000601470392173E7 11.12 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.5797321822972434E7 11.01 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.5357587124255395E7 10.78 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.4840713724854743E7 10.5 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.381276584611114E7 9.92 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.3795836891384624E7 9.91 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.3017001240794618E7 9.45 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 1.120823933876952E7 8.29 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2015 03-12-2024 120 7200000.0 9974658.140531639 7.42 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2015 02-12-2024 120 7200000.0 9906452.095244871 7.37 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 2.279742612193694E7
Grand Total :
2.999742612193694E7
AUM:2,248 Cr
Ann Rtn: 14.2 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
02-12-2024
Drawn : 7200000.0
Bal : 2.2420831560571708E7
Grand Total :
2.9620831560571708E7
AUM:40,203 Cr
Ann Rtn: 14.05 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.7897216166220132E7
Grand Total :
2.5097216166220132E7
AUM:10,327 Cr
Ann Rtn: 12.07 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.767208592163104E7
Grand Total :
2.487208592163104E7
AUM:6,606 Cr
Ann Rtn: 11.96 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.7383746173608083E7
Grand Total :
2.4583746173608083E7
AUM:10,873 Cr
Ann Rtn: 11.82 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.699373528133798E7
Grand Total :
2.419373528133798E7
AUM:71,585 Cr
Ann Rtn: 11.63 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.6759164061835172E7
Grand Total :
2.395916406183517E7
AUM:24,068 Cr
Ann Rtn: 11.51 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.6348306018650161E7
Grand Total :
2.354830601865016E7
AUM:5,631 Cr
Ann Rtn: 11.3 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.60939399703999E7
Grand Total :
2.32939399703999E7
AUM:2,195 Cr
Ann Rtn: 11.17 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.6004756778629763E7
Grand Total :
2.3204756778629765E7
AUM:2,014 Cr
Ann Rtn: 11.12 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.6000601470392173E7
Grand Total :
2.3200601470392175E7
AUM:2,195 Cr
Ann Rtn: 11.12 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.5797321822972434E7
Grand Total :
2.299732182297243E7
AUM:6,111 Cr
Ann Rtn: 11.01 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.5357587124255395E7
Grand Total :
2.2557587124255396E7
AUM:680 Cr
Ann Rtn: 10.78 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.4840713724854743E7
Grand Total :
2.2040713724854745E7
AUM:5,358 Cr
Ann Rtn: 10.5 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.381276584611114E7
Grand Total :
2.101276584611114E7
AUM:7,688 Cr
Ann Rtn: 9.92 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.3795836891384624E7
Grand Total :
2.0995836891384624E7
AUM:4,137 Cr
Ann Rtn: 9.91 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.3017001240794618E7
Grand Total :
2.0217001240794618E7
AUM:3,858 Cr
Ann Rtn: 9.45 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 1.120823933876952E7
Grand Total :
1.8408239338769518E7
AUM:49 Cr
Ann Rtn: 8.29 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
03-12-2024
Drawn : 7200000.0
Bal : 9974658.140531639
Grand Total :
1.7174658140531637E7
AUM:535 Cr
Ann Rtn: 7.42 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2015
02-12-2024
Drawn : 7200000.0
Bal : 9906452.095244871
Grand Total :
1.710645209524487E7
AUM:209 Cr
Ann Rtn: 7.37 %