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 01-06-2015 30-04-2025 119 7140000.0 2.3836283915753134E7 14.58 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 2.2616937949385215E7 14.1 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.820575697849778E7 12.18 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.711386222792018E7 11.64 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.6975466168786615E7 11.58 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.684025709514402E7 11.51 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.6583218434511978E7 11.38 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.648932412084169E7 11.33 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.6336950167743742E7 11.26 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.6221879116497181E7 11.2 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.5823047881648492E7 10.98 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.5435342308667168E7 10.78 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.485244820368748E7 10.46 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.3899929483225057E7 9.93 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.358685610742642E7 9.74 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.2590106684706166E7 9.14 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.2388421941902326E7 9.01 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.1471004652505858E7 8.42 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 1.008190534657263E7 7.45 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-06-2015 30-04-2025 119 7140000.0 9928418.130528238 7.33 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 2.3836283915753134E7
Grand Total :
3.0976283915753134E7
AUM : 40,962 Cr
Ann Rtn : 14.58 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 2.2616937949385215E7
Grand Total :
2.9756937949385215E7
AUM : 2,004 Cr
Ann Rtn : 14.1 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.820575697849778E7
Grand Total :
2.534575697849778E7
AUM : 10,425 Cr
Ann Rtn : 12.18 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.711386222792018E7
Grand Total :
2.425386222792018E7
AUM : 23,229 Cr
Ann Rtn : 11.64 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.6975466168786615E7
Grand Total :
2.4115466168786615E7
AUM : 10,382 Cr
Ann Rtn : 11.58 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.684025709514402E7
Grand Total :
2.398025709514402E7
AUM : 6,795 Cr
Ann Rtn : 11.51 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.6583218434511978E7
Grand Total :
2.372321843451198E7
AUM : 2,487 Cr
Ann Rtn : 11.38 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.648932412084169E7
Grand Total :
2.362932412084169E7
AUM : 2,487 Cr
Ann Rtn : 11.33 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.6336950167743742E7
Grand Total :
2.3476950167743742E7
AUM : 72,555 Cr
Ann Rtn : 11.26 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.6221879116497181E7
Grand Total :
2.336187911649718E7
AUM : 5,910 Cr
Ann Rtn : 11.2 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.5823047881648492E7
Grand Total :
2.2963047881648492E7
AUM : 5,614 Cr
Ann Rtn : 10.98 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.5435342308667168E7
Grand Total :
2.2575342308667168E7
AUM : 2,055 Cr
Ann Rtn : 10.78 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.485244820368748E7
Grand Total :
2.199244820368748E7
AUM : 764 Cr
Ann Rtn : 10.46 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.3899929483225057E7
Grand Total :
2.1039929483225055E7
AUM : 5,022 Cr
Ann Rtn : 9.93 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.358685610742642E7
Grand Total :
2.072685610742642E7
AUM : 7,193 Cr
Ann Rtn : 9.74 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.2590106684706166E7
Grand Total :
1.9730106684706166E7
AUM : 3,688 Cr
Ann Rtn : 9.14 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.2388421941902326E7
Grand Total :
1.9528421941902325E7
AUM : 3,936 Cr
Ann Rtn : 9.01 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.1471004652505858E7
Grand Total :
1.861100465250586E7
AUM : 46 Cr
Ann Rtn : 8.42 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 1.008190534657263E7
Grand Total :
1.722190534657263E7
AUM : 204 Cr
Ann Rtn : 7.45 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-06-2015
30-04-2025
Drawn : 7140000.0
Bal : 9928418.130528238
Grand Total :
1.7068418130528238E7
AUM : 497 Cr
Ann Rtn : 7.33 %