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 01-07-2014 14-06-2024 120 7200000.0 3.034205797E7 16.9 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.742226059E7 15.94 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.20145891E7 13.91 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.161152851E7 13.75 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.124224792E7 13.59 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.090040393E7 13.45 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 2.087515375E7 13.44 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.997871121E7 13.05 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.988247396E7 13.01 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.935947216E7 12.77 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.797215771E7 12.13 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.775263082E7 12.02 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.761781512E7 11.96 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.72749302E7 11.79 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.628714771E7 11.29 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.625582525E7 11.28 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.463168487E7 10.4 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.262057391E7 9.22 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2014 14-06-2024 120 7200000.0 1.254709066E7 9.17 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 3.034205797E7
Grand Total :
3.754205797E7
AUM:2,114 Cr
Ann Rtn: 16.9 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.742226059E7
Grand Total :
3.462226059E7
AUM:35,122 Cr
Ann Rtn: 15.94 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.20145891E7
Grand Total :
2.92145891E7
AUM:9,132 Cr
Ann Rtn: 13.91 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.161152851E7
Grand Total :
2.881152851E7
AUM:68,372 Cr
Ann Rtn: 13.75 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.124224792E7
Grand Total :
2.844224792E7
AUM:10,153 Cr
Ann Rtn: 13.59 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.090040393E7
Grand Total :
2.810040393E7
AUM:1,807 Cr
Ann Rtn: 13.45 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 2.087515375E7
Grand Total :
2.807515375E7
AUM:23,138 Cr
Ann Rtn: 13.44 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.997871121E7
Grand Total :
2.717871121E7
AUM:1,661 Cr
Ann Rtn: 13.05 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.988247396E7
Grand Total :
2.708247396E7
AUM:1,661 Cr
Ann Rtn: 13.01 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.935947216E7
Grand Total :
2.655947216E7
AUM:5,442 Cr
Ann Rtn: 12.77 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.797215771E7
Grand Total :
2.517215771E7
AUM:3,741 Cr
Ann Rtn: 12.13 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.775263082E7
Grand Total :
2.495263082E7
AUM:5,512 Cr
Ann Rtn: 12.02 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.761781512E7
Grand Total :
2.481781512E7
AUM:7,516 Cr
Ann Rtn: 11.96 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.72749302E7
Grand Total :
2.44749302E7
AUM:306 Cr
Ann Rtn: 11.79 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.628714771E7
Grand Total :
2.348714771E7
AUM:3,535 Cr
Ann Rtn: 11.29 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.625582525E7
Grand Total :
2.345582525E7
AUM:4,644 Cr
Ann Rtn: 11.28 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.463168487E7
Grand Total :
2.1831684869999997E7
AUM:48 Cr
Ann Rtn: 10.4 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.262057391E7
Grand Total :
1.982057391E7
AUM:518 Cr
Ann Rtn: 9.22 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2014
14-06-2024
Drawn : 7200000.0
Bal : 1.254709066E7
Grand Total :
1.974709066E7
AUM:207 Cr
Ann Rtn: 9.17 %