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 01-07-2015 06-06-2025 119 7140000.0 2.5501772867088683E7 15.2 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 2.5077251998516064E7 15.05 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.939978725978194E7 12.73 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.883005120369923E7 12.47 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.8767686885065038E7 12.44 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.8321234706446905E7 12.24 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.8214327794040877E7 12.19 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.8224192755468555E7 12.19 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.8093858411081757E7 12.13 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.7730597090359654E7 11.95 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.690615974644764E7 11.55 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.6453115727669055E7 11.32 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.6205566203782665E7 11.19 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.5765512910506165E7 10.96 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.5022690991367651E7 10.56 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.400894959697105E7 9.99 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.3315843453860467E7 9.58 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.2245419658160126E7 8.92 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.1509631229989745E7 8.45 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2015 06-06-2025 119 7140000.0 1.1155354951570706E7 8.21 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 2.5501772867088683E7
Grand Total :
3.2641772867088683E7
AUM : 42,340 Cr
Ann Rtn : 15.2 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 2.5077251998516064E7
Grand Total :
3.2217251998516064E7
AUM : 2,060 Cr
Ann Rtn : 15.05 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.939978725978194E7
Grand Total :
2.653978725978194E7
AUM : 10,829 Cr
Ann Rtn : 12.73 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.883005120369923E7
Grand Total :
2.597005120369923E7
AUM : 10,655 Cr
Ann Rtn : 12.47 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.8767686885065038E7
Grand Total :
2.5907686885065038E7
AUM : 7,036 Cr
Ann Rtn : 12.44 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.8321234706446905E7
Grand Total :
2.5461234706446905E7
AUM : 2,612 Cr
Ann Rtn : 12.24 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.8214327794040877E7
Grand Total :
2.5354327794040877E7
AUM : 23,851 Cr
Ann Rtn : 12.19 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.8224192755468555E7
Grand Total :
2.5364192755468555E7
AUM : 2,612 Cr
Ann Rtn : 12.19 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.8093858411081757E7
Grand Total :
2.5233858411081757E7
AUM : 74,036 Cr
Ann Rtn : 12.13 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.7730597090359654E7
Grand Total :
2.4870597090359654E7
AUM : 6,122 Cr
Ann Rtn : 11.95 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.690615974644764E7
Grand Total :
2.404615974644764E7
AUM : 5,924 Cr
Ann Rtn : 11.55 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.6453115727669055E7
Grand Total :
2.3593115727669053E7
AUM : 2,131 Cr
Ann Rtn : 11.32 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.6205566203782665E7
Grand Total :
2.3345566203782663E7
AUM : 806 Cr
Ann Rtn : 11.19 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.5765512910506165E7
Grand Total :
2.2905512910506167E7
AUM : 5,125 Cr
Ann Rtn : 10.96 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.5022690991367651E7
Grand Total :
2.2162690991367653E7
AUM : 7,319 Cr
Ann Rtn : 10.56 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.400894959697105E7
Grand Total :
2.114894959697105E7
AUM : 3,811 Cr
Ann Rtn : 9.99 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.3315843453860467E7
Grand Total :
2.045584345386047E7
AUM : 4,012 Cr
Ann Rtn : 9.58 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.2245419658160126E7
Grand Total :
1.9385419658160128E7
AUM : 47 Cr
Ann Rtn : 8.92 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.1509631229989745E7
Grand Total :
1.8649631229989745E7
AUM : 506 Cr
Ann Rtn : 8.45 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
06-06-2025
Drawn : 7140000.0
Bal : 1.1155354951570706E7
Grand Total :
1.8295354951570705E7
AUM : 211 Cr
Ann Rtn : 8.21 %