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 01-10-2015 08-09-2025 119 7140000.0 2.694820900960071E7 15.71 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 2.640784577362756E7 15.52 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 2.023473693487635E7 13.1 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.9889392755770214E7 12.95 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.9572984784844104E7 12.8 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.94668146968893E7 12.76 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.8963431159547966E7 12.53 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.8912174689380467E7 12.5 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.8528606648951747E7 12.33 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.8500476865092963E7 12.31 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.825478487309048E7 12.2 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.782475240307534E7 11.99 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.7514826957235295E7 11.84 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.6728731703611575E7 11.45 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.6126860160939872E7 11.14 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.534756166822002E7 10.73 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.4266091596820988E7 10.13 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.3884257293790173E7 9.92 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.2909181310783735E7 9.33 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.2789662993580872E7 9.26 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-10-2015 08-09-2025 119 7140000.0 1.2057377713026538E7 8.8 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 2.694820900960071E7
Grand Total :
3.4088209009600714E7
AUM : 44,605 Cr
Ann Rtn : 15.71 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 2.640784577362756E7
Grand Total :
3.354784577362756E7
AUM : 2,109 Cr
Ann Rtn : 15.52 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 2.023473693487635E7
Grand Total :
2.737473693487635E7
AUM : 7,864 Cr
Ann Rtn : 13.1 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.9889392755770214E7
Grand Total :
2.7029392755770214E7
AUM : 9,181 Cr
Ann Rtn : 12.95 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.9572984784844104E7
Grand Total :
2.6712984784844104E7
AUM : 11,436 Cr
Ann Rtn : 12.8 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.94668146968893E7
Grand Total :
2.66068146968893E7
AUM : 11,059 Cr
Ann Rtn : 12.76 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.8963431159547966E7
Grand Total :
2.6103431159547966E7
AUM : 2,994 Cr
Ann Rtn : 12.53 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.8912174689380467E7
Grand Total :
2.6052174689380467E7
AUM : 2,994 Cr
Ann Rtn : 12.5 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.8528606648951747E7
Grand Total :
2.5668606648951747E7
AUM : 24,511 Cr
Ann Rtn : 12.33 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.8500476865092963E7
Grand Total :
2.5640476865092963E7
AUM : 77,794 Cr
Ann Rtn : 12.31 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.825478487309048E7
Grand Total :
2.539478487309048E7
AUM : 6,422 Cr
Ann Rtn : 12.2 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.782475240307534E7
Grand Total :
2.496475240307534E7
AUM : 6,583 Cr
Ann Rtn : 11.99 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.7514826957235295E7
Grand Total :
2.4654826957235295E7
AUM : 842 Cr
Ann Rtn : 11.84 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.6728731703611575E7
Grand Total :
2.3868731703611575E7
AUM : 2,256 Cr
Ann Rtn : 11.45 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.6126860160939872E7
Grand Total :
2.3266860160939872E7
AUM : 5,513 Cr
Ann Rtn : 11.14 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.534756166822002E7
Grand Total :
2.248756166822002E7
AUM : 7,480 Cr
Ann Rtn : 10.73 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.4266091596820988E7
Grand Total :
2.1406091596820988E7
AUM : 3,936 Cr
Ann Rtn : 10.13 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.3884257293790173E7
Grand Total :
2.1024257293790173E7
AUM : 4,091 Cr
Ann Rtn : 9.92 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.2909181310783735E7
Grand Total :
2.0049181310783736E7
AUM : 48 Cr
Ann Rtn : 9.33 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.2789662993580872E7
Grand Total :
1.992966299358087E7
AUM : 529 Cr
Ann Rtn : 9.26 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-10-2015
08-09-2025
Drawn : 7140000.0
Bal : 1.2057377713026538E7
Grand Total :
1.919737771302654E7
AUM : 217 Cr
Ann Rtn : 8.8 %