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 01-02-2016 28-01-2026 120 7200000.0 2.8964759826451246E7 16.46 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 2.5339548338106435E7 15.2 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 2.1285279466998804E7 13.62 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 2.0761097523226615E7 13.4 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 2.040668225845724E7 13.24 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.9923330763806783E7 13.03 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.978987171710681E7 12.97 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.966381365986029E7 12.92 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.9610229735614154E7 12.89 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.9474268517870292E7 12.83 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.914420860246962E7 12.68 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.8940647201548595E7 12.59 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.8266325237443525E7 12.28 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.7469789144470774E7 11.89 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.6086968366547432E7 11.2 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.5960197914627787E7 11.13 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.4827691854802981E7 10.52 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.4636390579148114E7 10.42 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.4267918462848853E7 10.21 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.3981347853105584E7 10.04 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 28-01-2026 120 7200000.0 1.2826562279274484E7 9.36 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 2.8964759826451246E7
Grand Total :
3.616475982645124E7
AUM : 49,641 Cr
Ann Rtn : 16.46 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 2.5339548338106435E7
Grand Total :
3.2539548338106435E7
AUM : 2,069 Cr
Ann Rtn : 15.2 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 2.1285279466998804E7
Grand Total :
2.8485279466998804E7
AUM : 8,509 Cr
Ann Rtn : 13.62 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 2.0761097523226615E7
Grand Total :
2.7961097523226615E7
AUM : 9,538 Cr
Ann Rtn : 13.4 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 2.040668225845724E7
Grand Total :
2.760668225845724E7
AUM : 12,162 Cr
Ann Rtn : 13.24 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.9923330763806783E7
Grand Total :
2.7123330763806783E7
AUM : 11,393 Cr
Ann Rtn : 13.03 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.978987171710681E7
Grand Total :
2.698987171710681E7
AUM : 6,758 Cr
Ann Rtn : 12.97 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.966381365986029E7
Grand Total :
2.686381365986029E7
AUM : 3,480 Cr
Ann Rtn : 12.92 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.9610229735614154E7
Grand Total :
2.6810229735614154E7
AUM : 3,480 Cr
Ann Rtn : 12.89 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.9474268517870292E7
Grand Total :
2.6674268517870292E7
AUM : 24,528 Cr
Ann Rtn : 12.83 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.914420860246962E7
Grand Total :
2.634420860246962E7
AUM : 7,846 Cr
Ann Rtn : 12.68 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.8940647201548595E7
Grand Total :
2.6140647201548595E7
AUM : 82,847 Cr
Ann Rtn : 12.59 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.8266325237443525E7
Grand Total :
2.5466325237443525E7
AUM : 781 Cr
Ann Rtn : 12.28 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.7469789144470774E7
Grand Total :
2.4669789144470774E7
AUM : 2,380 Cr
Ann Rtn : 11.89 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.6086968366547432E7
Grand Total :
2.328696836654743E7
AUM : 5,569 Cr
Ann Rtn : 11.2 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.5960197914627787E7
Grand Total :
2.3160197914627787E7
AUM : 7,533 Cr
Ann Rtn : 11.13 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.4827691854802981E7
Grand Total :
2.202769185480298E7
AUM : 4,179 Cr
Ann Rtn : 10.52 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.4636390579148114E7
Grand Total :
2.1836390579148114E7
AUM : 534 Cr
Ann Rtn : 10.42 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.4267918462848853E7
Grand Total :
2.1467918462848853E7
AUM : 4,102 Cr
Ann Rtn : 10.21 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.3981347853105584E7
Grand Total :
2.1181347853105582E7
AUM : 50 Cr
Ann Rtn : 10.04 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
28-01-2026
Drawn : 7200000.0
Bal : 1.2826562279274484E7
Grand Total :
2.0026562279274486E7
AUM : 215 Cr
Ann Rtn : 9.36 %