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 01-03-2016 03-02-2026 119 7140000.0 3.0055327560355004E7 16.74 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.6891246271884486E7 15.68 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.238527902034384E7 13.99 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.1734111547903728E7 13.73 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.1307481357233018E7 13.55 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.1275775517723355E7 13.54 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.0798906795404457E7 13.33 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.0533477984785825E7 13.22 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.0500175479438603E7 13.21 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 2.043684920149944E7 13.18 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.979494819158824E7 12.9 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.954956749172191E7 12.79 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.8836763891710617E7 12.46 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.799977052607176E7 12.07 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.7017126156439032E7 11.59 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.6704797385566972E7 11.44 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.585366426241574E7 11 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.5319838975797867E7 10.71 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.5212556154490044E7 10.65 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-03-2016 03-02-2026 119 7140000.0 1.4528220813679786E7 10.28 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-03-2016 02-02-2026 119 7140000.0 1.3011927866664762E7 9.39 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 3.0055327560355004E7
Grand Total :
3.719532756035501E7
AUM : 49,641 Cr
Ann Rtn : 16.74 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.6891246271884486E7
Grand Total :
3.4031246271884486E7
AUM : 2,069 Cr
Ann Rtn : 15.68 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.238527902034384E7
Grand Total :
2.952527902034384E7
AUM : 8,509 Cr
Ann Rtn : 13.99 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.1734111547903728E7
Grand Total :
2.8874111547903728E7
AUM : 9,538 Cr
Ann Rtn : 13.73 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.1307481357233018E7
Grand Total :
2.8447481357233018E7
AUM : 12,162 Cr
Ann Rtn : 13.55 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.1275775517723355E7
Grand Total :
2.8415775517723355E7
AUM : 11,393 Cr
Ann Rtn : 13.54 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.0798906795404457E7
Grand Total :
2.7938906795404457E7
AUM : 6,758 Cr
Ann Rtn : 13.33 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.0533477984785825E7
Grand Total :
2.7673477984785825E7
AUM : 24,528 Cr
Ann Rtn : 13.22 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.0500175479438603E7
Grand Total :
2.7640175479438603E7
AUM : 3,480 Cr
Ann Rtn : 13.21 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 2.043684920149944E7
Grand Total :
2.757684920149944E7
AUM : 3,480 Cr
Ann Rtn : 13.18 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.979494819158824E7
Grand Total :
2.693494819158824E7
AUM : 7,846 Cr
Ann Rtn : 12.9 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.954956749172191E7
Grand Total :
2.668956749172191E7
AUM : 82,847 Cr
Ann Rtn : 12.79 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.8836763891710617E7
Grand Total :
2.5976763891710617E7
AUM : 781 Cr
Ann Rtn : 12.46 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.799977052607176E7
Grand Total :
2.513977052607176E7
AUM : 2,380 Cr
Ann Rtn : 12.07 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.7017126156439032E7
Grand Total :
2.4157126156439032E7
AUM : 5,569 Cr
Ann Rtn : 11.59 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.6704797385566972E7
Grand Total :
2.3844797385566972E7
AUM : 7,533 Cr
Ann Rtn : 11.44 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.585366426241574E7
Grand Total :
2.299366426241574E7
AUM : 534 Cr
Ann Rtn : 11.0 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.5319838975797867E7
Grand Total :
2.245983897579787E7
AUM : 4,179 Cr
Ann Rtn : 10.71 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.5212556154490044E7
Grand Total :
2.2352556154490046E7
AUM : 4,102 Cr
Ann Rtn : 10.65 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
03-02-2026
Drawn : 7140000.0
Bal : 1.4528220813679786E7
Grand Total :
2.1668220813679785E7
AUM : 50 Cr
Ann Rtn : 10.28 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-03-2016
02-02-2026
Drawn : 7140000.0
Bal : 1.3011927866664762E7
Grand Total :
2.015192786666476E7
AUM : 215 Cr
Ann Rtn : 9.39 %