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 01-02-2016 02-01-2026 120 7200000.0 2.7392265112720247E7 15.91 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 2.556602411418246E7 15.26 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 2.0334053190155864E7 13.19 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 2.0049710025787365E7 13.06 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.9301099558915943E7 12.73 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.883033147703618E7 12.51 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.8778847243814416E7 12.49 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.8546111588806212E7 12.38 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.8532019954218928E7 12.38 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.8501787220461193E7 12.36 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.82344643167222E7 12.24 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.815335038525269E7 12.2 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.763501453432268E7 11.95 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.699363607620602E7 11.63 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.5494321480914129E7 10.86 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.5237793221687105E7 10.72 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.4030922970482046E7 10.05 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.3511703658611512E7 9.75 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.3497379833754528E7 9.74 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.344271157845347E7 9.71 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 02-01-2026 120 7200000.0 1.2022526431649882E7 8.83 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 2.7392265112720247E7
Grand Total :
3.459226511272025E7
AUM:49,120 Cr
Ann Rtn: 15.91 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 2.556602411418246E7
Grand Total :
3.276602411418246E7
AUM:2,112 Cr
Ann Rtn: 15.26 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 2.0334053190155864E7
Grand Total :
2.7534053190155864E7
AUM:8,458 Cr
Ann Rtn: 13.19 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 2.0049710025787365E7
Grand Total :
2.7249710025787365E7
AUM:9,495 Cr
Ann Rtn: 13.06 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.9301099558915943E7
Grand Total :
2.6501099558915943E7
AUM:12,103 Cr
Ann Rtn: 12.73 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.883033147703618E7
Grand Total :
2.603033147703618E7
AUM:3,413 Cr
Ann Rtn: 12.51 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.8778847243814416E7
Grand Total :
2.5978847243814416E7
AUM:3,413 Cr
Ann Rtn: 12.49 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.8546111588806212E7
Grand Total :
2.5746111588806212E7
AUM:24,706 Cr
Ann Rtn: 12.38 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.8532019954218928E7
Grand Total :
2.5732019954218928E7
AUM:6,717 Cr
Ann Rtn: 12.38 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.8501787220461193E7
Grand Total :
2.5701787220461193E7
AUM:11,450 Cr
Ann Rtn: 12.36 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.82344643167222E7
Grand Total :
2.54344643167222E7
AUM:82,862 Cr
Ann Rtn: 12.24 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.815335038525269E7
Grand Total :
2.535335038525269E7
AUM:7,646 Cr
Ann Rtn: 12.2 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.763501453432268E7
Grand Total :
2.483501453432268E7
AUM:814 Cr
Ann Rtn: 11.95 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.699363607620602E7
Grand Total :
2.419363607620602E7
AUM:2,380 Cr
Ann Rtn: 11.63 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.5494321480914129E7
Grand Total :
2.269432148091413E7
AUM:5,651 Cr
Ann Rtn: 10.86 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.5237793221687105E7
Grand Total :
2.2437793221687105E7
AUM:7,615 Cr
Ann Rtn: 10.72 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.4030922970482046E7
Grand Total :
2.1230922970482044E7
AUM:4,166 Cr
Ann Rtn: 10.05 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.3511703658611512E7
Grand Total :
2.0711703658611514E7
AUM:539 Cr
Ann Rtn: 9.75 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.3497379833754528E7
Grand Total :
2.069737983375453E7
AUM:4,133 Cr
Ann Rtn: 9.74 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.344271157845347E7
Grand Total :
2.064271157845347E7
AUM:50 Cr
Ann Rtn: 9.71 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-02-2016
02-01-2026
Drawn : 7200000.0
Bal : 1.2022526431649882E7
Grand Total :
1.9222526431649882E7
AUM:219 Cr
Ann Rtn: 8.83 %