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
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 2.4264046552389372E7 14.81 %
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 2.397443234546195E7 14.7 %
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 2.2172877549873248E7 13.99 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.7084260739046983E7 11.7 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.695622499139478E7 11.64 %
Edelweiss Aggressive Hybrid Fund- Plan B- Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.6831899203876756E7 11.58 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.6773825228838561E7 11.55 %
SBI Aggresive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.6665774746704906E7 11.49 %
Canara Robeco Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.6421172539369622E7 11.37 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.5931291862697417E7 11.12 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.5084131993669018E7 10.66 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.493143103955608E7 10.58 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.480670554565045E7 10.51 %
HDFC Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.4660419983685514E7 10.43 %
Sundaram Aggressive Hybrid Fund Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.4355109220897537E7 10.26 %
FranklIn India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.3648970833079565E7 9.85 %
Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.2061614619183479E7 8.88 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.1924762603451444E7 8.79 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.1692708824965756E7 8.64 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.1641538197325543E7 8.6 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.1313908870755304E7 8.38 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-10-2016 11-09-2026 120 7200000.0 1.0534323788679786E7 7.85 %
Withdrawal / PM
Bank Of India Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 2.4264046552389372E7
Grand Total:
3.1464046552389372E7
AUM: 2,051 Cr
Ann Rtn: 14.81 %
Quant Aggressive Hybrid Fund Gr Reg Plan
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 2.397443234546195E7
Grand Total:
3.117443234546195E7
AUM: 2,200 Cr
Ann Rtn: 14.7 %
ICICI Pru Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 2.2172877549873248E7
Grand Total:
2.9372877549873248E7
AUM: 52,454 Cr
Ann Rtn: 13.99 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.7084260739046983E7
Grand Total:
2.4284260739046983E7
AUM: 9,335 Cr
Ann Rtn: 11.7 %
Mirae Asset AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.695622499139478E7
Grand Total:
2.415622499139478E7
AUM: 9,596 Cr
Ann Rtn: 11.64 %
Edelweiss Aggressive Hybrid Plan B Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.6831899203876756E7
Grand Total:
2.4031899203876756E7
AUM: 3,998 Cr
Ann Rtn: 11.58 %
Edelweiss Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.6773825228838561E7
Grand Total:
2.3973825228838563E7
AUM: 3,998 Cr
Ann Rtn: 11.55 %
SBI Aggresive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.6665774746704906E7
Grand Total:
2.3865774746704906E7
AUM: 88,668 Cr
Ann Rtn: 11.49 %
Canara Robeco Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.6421172539369622E7
Grand Total:
2.362117253936962E7
AUM: 11,396 Cr
Ann Rtn: 11.37 %
JM Aggressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.5931291862697417E7
Grand Total:
2.3131291862697415E7
AUM: 703 Cr
Ann Rtn: 11.12 %
UTI Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.5084131993669018E7
Grand Total:
2.228413199366902E7
AUM: 6,740 Cr
Ann Rtn: 10.66 %
DSP Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.493143103955608E7
Grand Total:
2.213143103955608E7
AUM: 11,759 Cr
Ann Rtn: 10.58 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.480670554565045E7
Grand Total:
2.2006705545650452E7
AUM: 5,870 Cr
Ann Rtn: 10.51 %
HDFC Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.4660419983685514E7
Grand Total:
2.1860419983685516E7
AUM: 22,297 Cr
Ann Rtn: 10.43 %
Sundaram Aggressive Hybrid Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.4355109220897537E7
Grand Total:
2.1555109220897537E7
AUM: 9,272 Cr
Ann Rtn: 10.26 %
FranklIn India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.3648970833079565E7
Grand Total:
2.0848970833079565E7
AUM: 2,365 Cr
Ann Rtn: 9.85 %
ABSL Aggressive Hybrid Fund Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.2061614619183479E7
Grand Total:
1.926161461918348E7
AUM: 7,210 Cr
Ann Rtn: 8.88 %
LIC MF AgGressive Hybrid Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.1924762603451444E7
Grand Total:
1.9124762603451446E7
AUM: 562 Cr
Ann Rtn: 8.79 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.1692708824965756E7
Grand Total:
1.8892708824965756E7
AUM: 4,069 Cr
Ann Rtn: 8.64 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.1641538197325543E7
Grand Total:
1.8841538197325543E7
AUM: 4,072 Cr
Ann Rtn: 8.6 %
Shriram Aggressive Hybrid Equity Reg Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.1313908870755304E7
Grand Total:
1.8513908870755304E7
AUM: 51 Cr
Ann Rtn: 8.38 %
PGIM India Aggressive Hybrid Equity Fund Gr
Amt: 1,00,00,000
Swp: 60,000
01-10-2016
11-09-2026
Drawn: 7200000.0
Bal: 1.0534323788679786E7
Grand Total:
1.7734323788679786E7
AUM: 204 Cr
Ann Rtn: 7.85 %