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 24-10-2025 120 7200000.0 2.5597564674933996E7 15.3 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 2.5470453889015976E7 15.25 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.9095446463873856E7 12.66 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.8578444338521834E7 12.42 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.8264880503584966E7 12.27 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.764523128601903E7 11.98 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.7554627498408116E7 11.93 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.72823879386419E7 11.8 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.722968943699356E7 11.78 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.7206748483284727E7 11.75 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.683108488576388E7 11.58 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.6692288594678845E7 11.5 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.6119357729744421E7 11.21 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.5719340743471656E7 11 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.5222963364967417E7 10.74 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.4355893071763113E7 10.26 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.3074801024248524E7 9.51 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.3060872463653998E7 9.5 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.200192229238934E7 8.84 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.1898670039277416E7 8.77 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 24-10-2025 120 7200000.0 1.0820616366261134E7 8.05 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 2.5597564674933996E7
Grand Total :
3.2797564674933996E7
AUM : 46,392 Cr
Ann Rtn : 15.3 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 2.5470453889015976E7
Grand Total :
3.2670453889015976E7
AUM : 2,089 Cr
Ann Rtn : 15.25 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.9095446463873856E7
Grand Total :
2.6295446463873856E7
AUM : 8,116 Cr
Ann Rtn : 12.66 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.8578444338521834E7
Grand Total :
2.5778444338521834E7
AUM : 9,128 Cr
Ann Rtn : 12.42 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.8264880503584966E7
Grand Total :
2.5464880503584966E7
AUM : 11,565 Cr
Ann Rtn : 12.27 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.764523128601903E7
Grand Total :
2.484523128601903E7
AUM : 11,073 Cr
Ann Rtn : 11.98 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.7554627498408116E7
Grand Total :
2.4754627498408116E7
AUM : 79,008 Cr
Ann Rtn : 11.93 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.72823879386419E7
Grand Total :
2.44823879386419E7
AUM : 3,161 Cr
Ann Rtn : 11.8 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.722968943699356E7
Grand Total :
2.442968943699356E7
AUM : 3,161 Cr
Ann Rtn : 11.78 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.7206748483284727E7
Grand Total :
2.4406748483284727E7
AUM : 24,081 Cr
Ann Rtn : 11.75 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.683108488576388E7
Grand Total :
2.403108488576388E7
AUM : 6,379 Cr
Ann Rtn : 11.58 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.6692288594678845E7
Grand Total :
2.3892288594678845E7
AUM : 6,944 Cr
Ann Rtn : 11.5 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.6119357729744421E7
Grand Total :
2.331935772974442E7
AUM : 797 Cr
Ann Rtn : 11.21 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.5719340743471656E7
Grand Total :
2.2919340743471656E7
AUM : 2,273 Cr
Ann Rtn : 11.0 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.5222963364967417E7
Grand Total :
2.2422963364967417E7
AUM : 5,546 Cr
Ann Rtn : 10.74 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.4355893071763113E7
Grand Total :
2.1555893071763113E7
AUM : 7,368 Cr
Ann Rtn : 10.26 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.3074801024248524E7
Grand Total :
2.0274801024248526E7
AUM : 3,960 Cr
Ann Rtn : 9.51 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.3060872463653998E7
Grand Total :
2.0260872463653997E7
AUM : 4,025 Cr
Ann Rtn : 9.5 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.200192229238934E7
Grand Total :
1.920192229238934E7
AUM : 522 Cr
Ann Rtn : 8.84 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.1898670039277416E7
Grand Total :
1.9098670039277416E7
AUM : 48 Cr
Ann Rtn : 8.77 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
24-10-2025
Drawn : 7200000.0
Bal : 1.0820616366261134E7
Grand Total :
1.8020616366261132E7
AUM : 216 Cr
Ann Rtn : 8.05 %