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 01-05-2015 23-04-2025 120 7200000.0 2.354735237429738E7 14.52 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 2.2204812316684715E7 13.98 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.7850545382282365E7 12.07 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6770620299291052E7 11.53 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6640885487235002E7 11.47 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6536078772437269E7 11.42 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6440566507182479E7 11.37 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.6407346526611675E7 11.35 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.611999463949983E7 11.2 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.610139094194507E7 11.19 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.5245731411928019E7 10.74 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.5199181001611603E7 10.71 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.4753550310434932E7 10.47 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.3865524790681167E7 9.97 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.3441232907687906E7 9.72 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.243816573559354E7 9.11 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.2221519069516756E7 8.97 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 1.1431700352038234E7 8.45 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 9870307.373549836 7.36 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 23-04-2025 120 7200000.0 9621913.501396444 7.17 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 2.354735237429738E7
Grand Total :
3.074735237429738E7
AUM : 40,962 Cr
Ann Rtn : 14.52 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 2.2204812316684715E7
Grand Total :
2.9404812316684715E7
AUM : 2,004 Cr
Ann Rtn : 13.98 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.7850545382282365E7
Grand Total :
2.5050545382282365E7
AUM : 10,425 Cr
Ann Rtn : 12.07 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6770620299291052E7
Grand Total :
2.3970620299291052E7
AUM : 6,795 Cr
Ann Rtn : 11.53 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6640885487235002E7
Grand Total :
2.3840885487235002E7
AUM : 10,382 Cr
Ann Rtn : 11.47 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6536078772437269E7
Grand Total :
2.3736078772437267E7
AUM : 2,487 Cr
Ann Rtn : 11.42 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6440566507182479E7
Grand Total :
2.364056650718248E7
AUM : 2,487 Cr
Ann Rtn : 11.37 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.6407346526611675E7
Grand Total :
2.3607346526611675E7
AUM : 23,229 Cr
Ann Rtn : 11.35 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.611999463949983E7
Grand Total :
2.331999463949983E7
AUM : 72,555 Cr
Ann Rtn : 11.2 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.610139094194507E7
Grand Total :
2.330139094194507E7
AUM : 5,910 Cr
Ann Rtn : 11.19 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.5245731411928019E7
Grand Total :
2.244573141192802E7
AUM : 5,614 Cr
Ann Rtn : 10.74 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.5199181001611603E7
Grand Total :
2.2399181001611605E7
AUM : 2,055 Cr
Ann Rtn : 10.71 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.4753550310434932E7
Grand Total :
2.195355031043493E7
AUM : 764 Cr
Ann Rtn : 10.47 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.3865524790681167E7
Grand Total :
2.106552479068117E7
AUM : 5,022 Cr
Ann Rtn : 9.97 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.3441232907687906E7
Grand Total :
2.0641232907687906E7
AUM : 7,193 Cr
Ann Rtn : 9.72 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.243816573559354E7
Grand Total :
1.9638165735593542E7
AUM : 3,688 Cr
Ann Rtn : 9.11 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.2221519069516756E7
Grand Total :
1.9421519069516756E7
AUM : 3,936 Cr
Ann Rtn : 8.97 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 1.1431700352038234E7
Grand Total :
1.8631700352038234E7
AUM : 46 Cr
Ann Rtn : 8.45 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 9870307.373549836
Grand Total :
1.7070307373549834E7
AUM : 204 Cr
Ann Rtn : 7.36 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
23-04-2025
Drawn : 7200000.0
Bal : 9621913.501396444
Grand Total :
1.6821913501396444E7
AUM : 497 Cr
Ann Rtn : 7.17 %