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 01-01-2016 12-12-2025 120 7200000.0 2.773925032716541E7 16.03 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 2.6201269639988262E7 15.49 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 2.0662589075984124E7 13.33 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 2.029475501992834E7 13.17 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.9842377321342662E7 12.97 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.933158933770632E7 12.74 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.926690423318372E7 12.71 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.906071485789846E7 12.62 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.90118368486621E7 12.59 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.889232940513063E7 12.54 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.8715391810221452E7 12.46 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.8475705415549308E7 12.35 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.787725201174165E7 12.07 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.725314704605075E7 11.76 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.5881666942109833E7 11.07 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.5756706843585458E7 11 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.4521042584180113E7 10.33 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.391942035764522E7 9.99 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.3685902080404267E7 9.85 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.3674080598948954E7 9.84 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 12-12-2025 120 7200000.0 1.2641588610917104E7 9.22 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 2.773925032716541E7
Grand Total :
3.493925032716541E7
AUM : 49,120 Cr
Ann Rtn : 16.03 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 2.6201269639988262E7
Grand Total :
3.3401269639988262E7
AUM : 2,112 Cr
Ann Rtn : 15.49 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 2.0662589075984124E7
Grand Total :
2.7862589075984124E7
AUM : 8,458 Cr
Ann Rtn : 13.33 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 2.029475501992834E7
Grand Total :
2.749475501992834E7
AUM : 9,495 Cr
Ann Rtn : 13.17 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.9842377321342662E7
Grand Total :
2.7042377321342662E7
AUM : 12,103 Cr
Ann Rtn : 12.97 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.933158933770632E7
Grand Total :
2.653158933770632E7
AUM : 3,413 Cr
Ann Rtn : 12.74 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.926690423318372E7
Grand Total :
2.646690423318372E7
AUM : 3,413 Cr
Ann Rtn : 12.71 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.906071485789846E7
Grand Total :
2.626071485789846E7
AUM : 6,717 Cr
Ann Rtn : 12.62 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.90118368486621E7
Grand Total :
2.62118368486621E7
AUM : 24,706 Cr
Ann Rtn : 12.59 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.889232940513063E7
Grand Total :
2.609232940513063E7
AUM : 11,450 Cr
Ann Rtn : 12.54 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.8715391810221452E7
Grand Total :
2.5915391810221452E7
AUM : 82,862 Cr
Ann Rtn : 12.46 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.8475705415549308E7
Grand Total :
2.5675705415549308E7
AUM : 7,646 Cr
Ann Rtn : 12.35 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.787725201174165E7
Grand Total :
2.507725201174165E7
AUM : 814 Cr
Ann Rtn : 12.07 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.725314704605075E7
Grand Total :
2.445314704605075E7
AUM : 2,380 Cr
Ann Rtn : 11.76 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.5881666942109833E7
Grand Total :
2.308166694210983E7
AUM : 5,651 Cr
Ann Rtn : 11.07 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.5756706843585458E7
Grand Total :
2.2956706843585458E7
AUM : 7,615 Cr
Ann Rtn : 11.0 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.4521042584180113E7
Grand Total :
2.1721042584180113E7
AUM : 4,166 Cr
Ann Rtn : 10.33 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.391942035764522E7
Grand Total :
2.111942035764522E7
AUM : 4,133 Cr
Ann Rtn : 9.99 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.3685902080404267E7
Grand Total :
2.0885902080404267E7
AUM : 50 Cr
Ann Rtn : 9.85 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.3674080598948954E7
Grand Total :
2.0874080598948956E7
AUM : 539 Cr
Ann Rtn : 9.84 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
12-12-2025
Drawn : 7200000.0
Bal : 1.2641588610917104E7
Grand Total :
1.9841588610917106E7
AUM : 219 Cr
Ann Rtn : 9.22 %