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 01-07-2015 13-06-2025 120 7200000.0 2.5294753381947815E7 15.18 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 2.5091150273286458E7 15.11 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.9280590628484014E7 12.74 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.867569407796302E7 12.46 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8610405302107956E7 12.43 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.832537453836697E7 12.3 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8223785368516244E7 12.25 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8123378609268766E7 12.19 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.7849501624195255E7 12.07 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.7583493786962975E7 11.94 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6812698493925046E7 11.55 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6305761041203514E7 11.31 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6118947335921578E7 11.21 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.5710669230732253E7 10.99 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.491090793565403E7 10.56 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.3706174953207914E7 9.88 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.3400136571739143E7 9.7 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.2202301698256979E7 8.96 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.1637530689022332E7 8.6 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.0950654729621168E7 8.13 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 2.5294753381947815E7
Grand Total :
3.2494753381947815E7
AUM:43,147 Cr
Ann Rtn: 15.18 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 2.5091150273286458E7
Grand Total :
3.2291150273286458E7
AUM:2,110 Cr
Ann Rtn: 15.11 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.9280590628484014E7
Grand Total :
2.6480590628484014E7
AUM:11,100 Cr
Ann Rtn: 12.74 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.867569407796302E7
Grand Total :
2.587569407796302E7
AUM:10,960 Cr
Ann Rtn: 12.46 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8610405302107956E7
Grand Total :
2.5810405302107956E7
AUM:7,411 Cr
Ann Rtn: 12.43 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.832537453836697E7
Grand Total :
2.552537453836697E7
AUM:2,612 Cr
Ann Rtn: 12.3 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8223785368516244E7
Grand Total :
2.5423785368516244E7
AUM:2,746 Cr
Ann Rtn: 12.25 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8123378609268766E7
Grand Total :
2.5323378609268766E7
AUM:24,463 Cr
Ann Rtn: 12.19 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.7849501624195255E7
Grand Total :
2.5049501624195255E7
AUM:75,633 Cr
Ann Rtn: 12.07 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.7583493786962975E7
Grand Total :
2.4783493786962975E7
AUM:6,254 Cr
Ann Rtn: 11.94 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6812698493925046E7
Grand Total :
2.4012698493925046E7
AUM:6,140 Cr
Ann Rtn: 11.55 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6305761041203514E7
Grand Total :
2.3505761041203514E7
AUM:2,187 Cr
Ann Rtn: 11.31 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6118947335921578E7
Grand Total :
2.3318947335921578E7
AUM:803 Cr
Ann Rtn: 11.21 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.5710669230732253E7
Grand Total :
2.2910669230732255E7
AUM:5,397 Cr
Ann Rtn: 10.99 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.491090793565403E7
Grand Total :
2.211090793565403E7
AUM:7,466 Cr
Ann Rtn: 10.56 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.3706174953207914E7
Grand Total :
2.0906174953207914E7
AUM:3,897 Cr
Ann Rtn: 9.88 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.3400136571739143E7
Grand Total :
2.0600136571739145E7
AUM:4,074 Cr
Ann Rtn: 9.7 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.2202301698256979E7
Grand Total :
1.9402301698256977E7
AUM:48 Cr
Ann Rtn: 8.96 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.1637530689022332E7
Grand Total :
1.8837530689022332E7
AUM:531 Cr
Ann Rtn: 8.6 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.0950654729621168E7
Grand Total :
1.815065472962117E7
AUM:214 Cr
Ann Rtn: 8.13 %