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 01-11-2015 17-10-2025 120 7200000.0 2.5469274458162047E7 15.24 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 2.5443893543064386E7 15.23 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.894920253954091E7 12.58 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.8454538272818364E7 12.35 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.7995173140545405E7 12.13 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.7745880900493577E7 12.01 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.7420929035287146E7 11.86 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.732110953408016E7 11.8 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.7223231116726853E7 11.76 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.7174128753956445E7 11.73 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.6775167401746806E7 11.53 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.6676112257922329E7 11.48 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.6121113112264596E7 11.2 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.5530820418066557E7 10.89 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.515678635821939E7 10.69 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.4187907593071992E7 10.15 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.2919179755301699E7 9.4 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.284517539160443E7 9.36 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.190753830715874E7 8.76 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.1769274917621855E7 8.67 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 17-10-2025 120 7200000.0 1.0733310833201043E7 7.98 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 2.5469274458162047E7
Grand Total :
3.2669274458162047E7
AUM : 46,392 Cr
Ann Rtn : 15.24 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 2.5443893543064386E7
Grand Total :
3.2643893543064386E7
AUM : 2,089 Cr
Ann Rtn : 15.23 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.894920253954091E7
Grand Total :
2.614920253954091E7
AUM : 8,116 Cr
Ann Rtn : 12.58 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.8454538272818364E7
Grand Total :
2.5654538272818364E7
AUM : 9,128 Cr
Ann Rtn : 12.35 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.7995173140545405E7
Grand Total :
2.5195173140545405E7
AUM : 11,565 Cr
Ann Rtn : 12.13 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.7745880900493577E7
Grand Total :
2.4945880900493577E7
AUM : 79,008 Cr
Ann Rtn : 12.01 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.7420929035287146E7
Grand Total :
2.4620929035287146E7
AUM : 11,073 Cr
Ann Rtn : 11.86 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.732110953408016E7
Grand Total :
2.452110953408016E7
AUM : 24,081 Cr
Ann Rtn : 11.8 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.7223231116726853E7
Grand Total :
2.4423231116726853E7
AUM : 3,037 Cr
Ann Rtn : 11.76 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.7174128753956445E7
Grand Total :
2.4374128753956445E7
AUM : 3,161 Cr
Ann Rtn : 11.73 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.6775167401746806E7
Grand Total :
2.3975167401746806E7
AUM : 6,944 Cr
Ann Rtn : 11.53 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.6676112257922329E7
Grand Total :
2.387611225792233E7
AUM : 6,379 Cr
Ann Rtn : 11.48 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.6121113112264596E7
Grand Total :
2.3321113112264596E7
AUM : 797 Cr
Ann Rtn : 11.2 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.5530820418066557E7
Grand Total :
2.2730820418066557E7
AUM : 2,273 Cr
Ann Rtn : 10.89 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.515678635821939E7
Grand Total :
2.2356786358219393E7
AUM : 5,546 Cr
Ann Rtn : 10.69 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.4187907593071992E7
Grand Total :
2.138790759307199E7
AUM : 7,368 Cr
Ann Rtn : 10.15 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.2919179755301699E7
Grand Total :
2.01191797553017E7
AUM : 3,960 Cr
Ann Rtn : 9.4 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.284517539160443E7
Grand Total :
2.004517539160443E7
AUM : 4,025 Cr
Ann Rtn : 9.36 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.190753830715874E7
Grand Total :
1.910753830715874E7
AUM : 522 Cr
Ann Rtn : 8.76 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.1769274917621855E7
Grand Total :
1.8969274917621855E7
AUM : 48 Cr
Ann Rtn : 8.67 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
17-10-2025
Drawn : 7200000.0
Bal : 1.0733310833201043E7
Grand Total :
1.7933310833201043E7
AUM : 216 Cr
Ann Rtn : 7.98 %