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 01-03-2014 21-02-2024 120 7200000.0 4.090854219E7 19.9 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 3.395850459E7 18.03 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.749069948E7 15.99 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.685959391E7 15.77 %
DSP Equity & Bond Fund- Regular Plan - Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.671580622E7 15.72 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.556396857E7 15.31 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.505009831E7 15.12 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.446326882E7 14.9 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.435410773E7 14.86 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.374452251E7 14.63 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.320901049E7 14.42 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.26882557E7 14.21 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.243769737E7 14.11 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.168612034E7 13.8 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 2.11027673E7 13.56 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 1.995582964E7 13.06 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 1.686468937E7 11.61 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 1.540851211E7 10.85 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-03-2014 21-02-2024 120 7200000.0 1.415806116E7 10.16 %
Withdrawal / PM
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 4.090854219E7
Grand Total :
4.810854219E7
AUM:1,678 Cr
Ann Rtn: 19.9 %
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 3.395850459E7
Grand Total :
4.115850459E7
AUM:31,196 Cr
Ann Rtn: 18.03 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.749069948E7
Grand Total :
3.4690699480000004E7
AUM:9,746 Cr
Ann Rtn: 15.99 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.685959391E7
Grand Total :
3.405959391E7
AUM:22,474 Cr
Ann Rtn: 15.77 %
DSP Equity & Bond Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.671580622E7
Grand Total :
3.391580622E7
AUM:8,845 Cr
Ann Rtn: 15.72 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.556396857E7
Grand Total :
3.276396857E7
AUM:65,010 Cr
Ann Rtn: 15.31 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.505009831E7
Grand Total :
3.225009831E7
AUM:1,664 Cr
Ann Rtn: 15.12 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.446326882E7
Grand Total :
3.166326882E7
AUM:1,266 Cr
Ann Rtn: 14.9 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.435410773E7
Grand Total :
3.155410773E7
AUM:1,266 Cr
Ann Rtn: 14.86 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.374452251E7
Grand Total :
3.094452251E7
AUM:5,157 Cr
Ann Rtn: 14.63 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.320901049E7
Grand Total :
3.040901049E7
AUM:3,623 Cr
Ann Rtn: 14.42 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.26882557E7
Grand Total :
2.98882557E7
AUM:167 Cr
Ann Rtn: 14.21 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.243769737E7
Grand Total :
2.963769737E7
AUM:7,407 Cr
Ann Rtn: 14.11 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.168612034E7
Grand Total :
2.888612034E7
AUM:5,292 Cr
Ann Rtn: 13.8 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 2.11027673E7
Grand Total :
2.83027673E7
AUM:3,349 Cr
Ann Rtn: 13.56 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 1.995582964E7
Grand Total :
2.715582964E7
AUM:4,191 Cr
Ann Rtn: 13.06 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 1.686468937E7
Grand Total :
2.406468937E7
AUM:210 Cr
Ann Rtn: 11.61 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 1.540851211E7
Grand Total :
2.260851211E7
AUM:45 Cr
Ann Rtn: 10.85 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-03-2014
21-02-2024
Drawn : 7200000.0
Bal : 1.415806116E7
Grand Total :
2.135806116E7
AUM:505 Cr
Ann Rtn: 10.16 %