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 01-09-2015 28-08-2025 120 7200000.0 2.510925305542346E7 15.11 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 2.4923208941867765E7 15.05 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.8756180299621694E7 12.5 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.83438281602344E7 12.31 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.782799759521434E7 12.06 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.780282755947559E7 12.05 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.720730751801474E7 11.76 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.717200806197717E7 11.74 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.7153040377308298E7 11.73 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.7095230949797846E7 11.7 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6702691318849448E7 11.51 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6586478648993403E7 11.45 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.6052000286090082E7 11.17 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.551691662037396E7 10.89 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.483199468695845E7 10.52 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.432033123180519E7 10.23 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.3129544727781834E7 9.54 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.260335171230254E7 9.22 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.1718047986764533E7 8.65 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.1464247418842947E7 8.48 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 28-08-2025 120 7200000.0 1.0824779191216076E7 8.05 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 2.510925305542346E7
Grand Total :
3.230925305542346E7
AUM : 4,460 Cr
Ann Rtn : 15.11 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 2.4923208941867765E7
Grand Total :
3.2123208941867765E7
AUM : 211 Cr
Ann Rtn : 15.05 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.8756180299621694E7
Grand Total :
2.5956180299621694E7
AUM : 786 Cr
Ann Rtn : 12.5 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.83438281602344E7
Grand Total :
2.55438281602344E7
AUM : 918 Cr
Ann Rtn : 12.31 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.782799759521434E7
Grand Total :
2.502799759521434E7
AUM : 1,106 Cr
Ann Rtn : 12.06 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.780282755947559E7
Grand Total :
2.500282755947559E7
AUM : 1,144 Cr
Ann Rtn : 12.05 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.720730751801474E7
Grand Total :
2.440730751801474E7
AUM : 299 Cr
Ann Rtn : 11.76 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.717200806197717E7
Grand Total :
2.437200806197717E7
AUM : 2,451 Cr
Ann Rtn : 11.74 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.7153040377308298E7
Grand Total :
2.4353040377308298E7
AUM : 7,779 Cr
Ann Rtn : 11.73 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.7095230949797846E7
Grand Total :
2.4295230949797846E7
AUM : 299 Cr
Ann Rtn : 11.7 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6702691318849448E7
Grand Total :
2.3902691318849448E7
AUM : 642 Cr
Ann Rtn : 11.51 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6586478648993403E7
Grand Total :
2.3786478648993403E7
AUM : 658 Cr
Ann Rtn : 11.45 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.6052000286090082E7
Grand Total :
2.3252000286090083E7
AUM : 84 Cr
Ann Rtn : 11.17 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.551691662037396E7
Grand Total :
2.271691662037396E7
AUM : 226 Cr
Ann Rtn : 10.89 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.483199468695845E7
Grand Total :
2.203199468695845E7
AUM : 551 Cr
Ann Rtn : 10.52 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.432033123180519E7
Grand Total :
2.152033123180519E7
AUM : 748 Cr
Ann Rtn : 10.23 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.3129544727781834E7
Grand Total :
2.0329544727781832E7
AUM : 394 Cr
Ann Rtn : 9.54 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.260335171230254E7
Grand Total :
1.980335171230254E7
AUM : 409 Cr
Ann Rtn : 9.22 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.1718047986764533E7
Grand Total :
1.8918047986764535E7
AUM : 5 Cr
Ann Rtn : 8.65 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.1464247418842947E7
Grand Total :
1.866424741884295E7
AUM : 53 Cr
Ann Rtn : 8.48 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
28-08-2025
Drawn : 7200000.0
Bal : 1.0824779191216076E7
Grand Total :
1.8024779191216074E7
AUM : 22 Cr
Ann Rtn : 8.05 %