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
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 2.3796071294680372E7 14.55 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 2.309076381576265E7 14.28 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.759859873427268E7 11.88 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.7512661809010744E7 11.84 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.6829907356325466E7 11.5 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.6758919012786629E7 11.46 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.6413814646614406E7 11.29 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.616428883889305E7 11.16 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.5862507190990405E7 11 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.5694613903641429E7 10.91 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.559696293688594E7 10.86 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.5459298864246929E7 10.79 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.4831215154649623E7 10.45 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.4767295066223191E7 10.41 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.406395368654048E7 10.02 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.3316664052346941E7 9.58 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.218978054276498E7 8.88 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.2049884389438896E7 8.79 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.0862416780968238E7 8 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 1.0657471996794675E7 7.86 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 01-08-2025 119 7140000.0 9550722.976990988 7.05 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 2.3796071294680372E7
Grand Total :
3.0936071294680372E7
AUM : 2,169 Cr
Ann Rtn : 14.55 %
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 2.309076381576265E7
Grand Total :
3.023076381576265E7
AUM : 44,552 Cr
Ann Rtn : 14.28 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.759859873427268E7
Grand Total :
2.473859873427268E7
AUM : 9,313 Cr
Ann Rtn : 11.88 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.7512661809010744E7
Grand Total :
2.4652661809010744E7
AUM : 7,808 Cr
Ann Rtn : 11.84 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.6829907356325466E7
Grand Total :
2.3969907356325466E7
AUM : 11,418 Cr
Ann Rtn : 11.5 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.6758919012786629E7
Grand Total :
2.3898919012786627E7
AUM : 24,854 Cr
Ann Rtn : 11.46 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.6413814646614406E7
Grand Total :
2.3553814646614406E7
AUM : 78,708 Cr
Ann Rtn : 11.29 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.616428883889305E7
Grand Total :
2.330428883889305E7
AUM : 11,243 Cr
Ann Rtn : 11.16 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.5862507190990405E7
Grand Total :
2.3002507190990403E7
AUM : 6,468 Cr
Ann Rtn : 11.0 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.5694613903641429E7
Grand Total :
2.283461390364143E7
AUM : 2,926 Cr
Ann Rtn : 10.91 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.559696293688594E7
Grand Total :
2.2736962936885938E7
AUM : 2,926 Cr
Ann Rtn : 10.86 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.5459298864246929E7
Grand Total :
2.2599298864246927E7
AUM : 6,429 Cr
Ann Rtn : 10.79 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.4831215154649623E7
Grand Total :
2.1971215154649623E7
AUM : 862 Cr
Ann Rtn : 10.45 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.4767295066223191E7
Grand Total :
2.190729506622319E7
AUM : 2,248 Cr
Ann Rtn : 10.41 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.406395368654048E7
Grand Total :
2.120395368654048E7
AUM : 5,566 Cr
Ann Rtn : 10.02 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.3316664052346941E7
Grand Total :
2.045666405234694E7
AUM : 7,650 Cr
Ann Rtn : 9.58 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.218978054276498E7
Grand Total :
1.932978054276498E7
AUM : 3,988 Cr
Ann Rtn : 8.88 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.2049884389438896E7
Grand Total :
1.9189884389438897E7
AUM : 4,131 Cr
Ann Rtn : 8.79 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.0862416780968238E7
Grand Total :
1.8002416780968238E7
AUM : 50 Cr
Ann Rtn : 8.0 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 1.0657471996794675E7
Grand Total :
1.7797471996794675E7
AUM : 545 Cr
Ann Rtn : 7.86 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
01-08-2025
Drawn : 7140000.0
Bal : 9550722.976990988
Grand Total :
1.6690722976990988E7
AUM : 220 Cr
Ann Rtn : 7.05 %