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
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 2.4241627968375303E7 14.8 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 2.388523687082834E7 14.66 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.8055802901802614E7 12.18 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.733760323263567E7 11.83 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.7113596722440302E7 11.72 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.7069194236108933E7 11.69 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.6766114227041101E7 11.54 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.6625597271202305E7 11.47 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.6494508227175267E7 11.41 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.6397674086904356E7 11.36 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.5608889894107433E7 10.94 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.5312592875388155E7 10.79 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.5223335882076798E7 10.74 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.4672621916882217E7 10.44 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.3795409698411401E7 9.94 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.2808103671155473E7 9.35 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.2469971008030685E7 9.14 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.1396183659816194E7 8.44 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-08-2015 25-07-2025 120 7200000.0 1.1166691369165035E7 8.29 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-08-2015 24-07-2025 120 7200000.0 1.0177714750059238E7 7.59 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 2.4241627968375303E7
Grand Total :
3.1441627968375303E7
AUM : 2,169 Cr
Ann Rtn : 14.8 %
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 2.388523687082834E7
Grand Total :
3.108523687082834E7
AUM : 44,552 Cr
Ann Rtn : 14.66 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.8055802901802614E7
Grand Total :
2.5255802901802614E7
AUM : 7,808 Cr
Ann Rtn : 12.18 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.733760323263567E7
Grand Total :
2.453760323263567E7
AUM : 11,418 Cr
Ann Rtn : 11.83 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.7113596722440302E7
Grand Total :
2.4313596722440302E7
AUM : 78,708 Cr
Ann Rtn : 11.72 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.7069194236108933E7
Grand Total :
2.4269194236108933E7
AUM : 24,854 Cr
Ann Rtn : 11.69 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.6766114227041101E7
Grand Total :
2.3966114227041103E7
AUM : 11,243 Cr
Ann Rtn : 11.54 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.6625597271202305E7
Grand Total :
2.3825597271202303E7
AUM : 6,468 Cr
Ann Rtn : 11.47 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.6494508227175267E7
Grand Total :
2.3694508227175266E7
AUM : 2,746 Cr
Ann Rtn : 11.41 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.6397674086904356E7
Grand Total :
2.3597674086904354E7
AUM : 2,926 Cr
Ann Rtn : 11.36 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.5608889894107433E7
Grand Total :
2.280888989410743E7
AUM : 6,429 Cr
Ann Rtn : 10.94 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.5312592875388155E7
Grand Total :
2.2512592875388153E7
AUM : 862 Cr
Ann Rtn : 10.79 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.5223335882076798E7
Grand Total :
2.24233358820768E7
AUM : 2,248 Cr
Ann Rtn : 10.74 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.4672621916882217E7
Grand Total :
2.1872621916882217E7
AUM : 5,566 Cr
Ann Rtn : 10.44 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.3795409698411401E7
Grand Total :
2.09954096984114E7
AUM : 7,650 Cr
Ann Rtn : 9.94 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.2808103671155473E7
Grand Total :
2.0008103671155475E7
AUM : 3,897 Cr
Ann Rtn : 9.35 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.2469971008030685E7
Grand Total :
1.9669971008030683E7
AUM : 4,131 Cr
Ann Rtn : 9.14 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.1396183659816194E7
Grand Total :
1.8596183659816194E7
AUM : 50 Cr
Ann Rtn : 8.44 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
25-07-2025
Drawn : 7200000.0
Bal : 1.1166691369165035E7
Grand Total :
1.8366691369165033E7
AUM : 545 Cr
Ann Rtn : 8.29 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-08-2015
24-07-2025
Drawn : 7200000.0
Bal : 1.0177714750059238E7
Grand Total :
1.737771475005924E7
AUM : 220 Cr
Ann Rtn : 7.59 %