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 01-04-2015 20-03-2025 120 7200000.0 2.1790737807872362E7 13.83 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 2.064822529826103E7 13.35 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.6814091636763632E7 11.57 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5861141466188677E7 11.08 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5709584731780708E7 11 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5445630261300879E7 10.86 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5391935218611237E7 10.83 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5334480717295175E7 10.8 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.5237214957913145E7 10.74 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.501333278531253E7 10.62 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.4288282884027092E7 10.22 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.4194067245761609E7 10.17 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.3951425646035085E7 10.03 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.2947737220104897E7 9.43 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.2455235224462567E7 9.13 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.1903194254017038E7 8.77 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.1149299721218409E7 8.27 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 1.038648548612494E7 7.74 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-04-2015 19-03-2025 120 7200000.0 9248630.236699872 6.9 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-04-2015 20-03-2025 120 7200000.0 8592831.849865066 6.38 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 2.1790737807872362E7
Grand Total :
2.8990737807872362E7
AUM:38,507 Cr
Ann Rtn: 13.83 %
Quant Absolute Fund Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 2.064822529826103E7
Grand Total :
2.784822529826103E7
AUM:1,923 Cr
Ann Rtn: 13.35 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.6814091636763632E7
Grand Total :
2.4014091636763632E7
AUM:9,795 Cr
Ann Rtn: 11.57 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5861141466188677E7
Grand Total :
2.3061141466188677E7
AUM:9,854 Cr
Ann Rtn: 11.08 %
Kotak Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5709584731780708E7
Grand Total :
2.2909584731780708E7
AUM:6,324 Cr
Ann Rtn: 11.0 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5445630261300879E7
Grand Total :
2.2645630261300877E7
AUM:22,131 Cr
Ann Rtn: 10.86 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5391935218611237E7
Grand Total :
2.2591935218611237E7
AUM:68,440 Cr
Ann Rtn: 10.83 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5334480717295175E7
Grand Total :
2.2534480717295177E7
AUM:2,371 Cr
Ann Rtn: 10.8 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.5237214957913145E7
Grand Total :
2.2437214957913145E7
AUM:2,290 Cr
Ann Rtn: 10.74 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.501333278531253E7
Grand Total :
2.221333278531253E7
AUM:5,633 Cr
Ann Rtn: 10.62 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.4288282884027092E7
Grand Total :
2.1488282884027094E7
AUM:5,236 Cr
Ann Rtn: 10.22 %
Franklin India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.4194067245761609E7
Grand Total :
2.139406724576161E7
AUM:1,945 Cr
Ann Rtn: 10.17 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.3951425646035085E7
Grand Total :
2.1151425646035083E7
AUM:743 Cr
Ann Rtn: 10.03 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.2947737220104897E7
Grand Total :
2.0147737220104896E7
AUM:4,744 Cr
Ann Rtn: 9.43 %
ABSL Equity Hybrid 95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.2455235224462567E7
Grand Total :
1.965523522446257E7
AUM:6,874 Cr
Ann Rtn: 9.13 %
Nippon India Equity Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.1903194254017038E7
Grand Total :
1.910319425401704E7
AUM:3,531 Cr
Ann Rtn: 8.77 %
Tata Hybrid Equity Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.1149299721218409E7
Grand Total :
1.8349299721218407E7
AUM:3,733 Cr
Ann Rtn: 8.27 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 1.038648548612494E7
Grand Total :
1.758648548612494E7
AUM:44 Cr
Ann Rtn: 7.74 %
PGIM India Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
19-03-2025
Drawn : 7200000.0
Bal : 9248630.236699872
Grand Total :
1.6448630236699872E7
AUM:198 Cr
Ann Rtn: 6.9 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-04-2015
20-03-2025
Drawn : 7200000.0
Bal : 8592831.849865066
Grand Total :
1.5792831849865066E7
AUM:468 Cr
Ann Rtn: 6.38 %