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 05-12-2025 119 7140000.0 2.716068859669811E7 15.79 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 2.553351287113325E7 15.21 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 2.025889332349961E7 13.11 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 2.0086682543000855E7 13.04 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.9345186365950964E7 12.71 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8869763544094026E7 12.49 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8813481579951268E7 12.46 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8619756662544657E7 12.38 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.860267300197923E7 12.37 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8460643006803915E7 12.3 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8396455346154403E7 12.27 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.8133012210897665E7 12.15 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.7717811363571897E7 11.95 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.687387134032466E7 11.53 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.5611074602127777E7 10.88 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.5439341473327773E7 10.79 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.408434995916195E7 10.03 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.371724223449206E7 9.82 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.3535736757610813E7 9.71 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.3178555056255495E7 9.5 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 119 7140000.0 1.228056771707145E7 8.95 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 2.716068859669811E7
Grand Total :
3.4300688596698105E7
AUM : 48,071 Cr
Ann Rtn : 15.79 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 2.553351287113325E7
Grand Total :
3.267351287113325E7
AUM : 2,139 Cr
Ann Rtn : 15.21 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 2.025889332349961E7
Grand Total :
2.739889332349961E7
AUM : 8,402 Cr
Ann Rtn : 13.11 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 2.0086682543000855E7
Grand Total :
2.7226682543000855E7
AUM : 9,425 Cr
Ann Rtn : 13.04 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.9345186365950964E7
Grand Total :
2.6485186365950964E7
AUM : 11,910 Cr
Ann Rtn : 12.71 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8869763544094026E7
Grand Total :
2.6009763544094026E7
AUM : 3,317 Cr
Ann Rtn : 12.49 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8813481579951268E7
Grand Total :
2.5953481579951268E7
AUM : 3,317 Cr
Ann Rtn : 12.46 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8619756662544657E7
Grand Total :
2.5759756662544657E7
AUM : 24,684 Cr
Ann Rtn : 12.38 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.860267300197923E7
Grand Total :
2.574267300197923E7
AUM : 6,596 Cr
Ann Rtn : 12.37 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8460643006803915E7
Grand Total :
2.5600643006803915E7
AUM : 81,952 Cr
Ann Rtn : 12.3 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8396455346154403E7
Grand Total :
2.5536455346154403E7
AUM : 11,403 Cr
Ann Rtn : 12.27 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.8133012210897665E7
Grand Total :
2.5273012210897665E7
AUM : 7,333 Cr
Ann Rtn : 12.15 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.7717811363571897E7
Grand Total :
2.4857811363571897E7
AUM : 819 Cr
Ann Rtn : 11.95 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.687387134032466E7
Grand Total :
2.401387134032466E7
AUM : 2,355 Cr
Ann Rtn : 11.53 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.5611074602127777E7
Grand Total :
2.2751074602127776E7
AUM : 5,663 Cr
Ann Rtn : 10.88 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.5439341473327773E7
Grand Total :
2.257934147332777E7
AUM : 7,559 Cr
Ann Rtn : 10.79 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.408434995916195E7
Grand Total :
2.1224349959161952E7
AUM : 4,156 Cr
Ann Rtn : 10.03 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.371724223449206E7
Grand Total :
2.085724223449206E7
AUM : 4,081 Cr
Ann Rtn : 9.82 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.3535736757610813E7
Grand Total :
2.0675736757610813E7
AUM : 50 Cr
Ann Rtn : 9.71 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.3178555056255495E7
Grand Total :
2.0318555056255497E7
AUM : 537 Cr
Ann Rtn : 9.5 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7140000.0
Bal : 1.228056771707145E7
Grand Total :
1.942056771707145E7
AUM : 216 Cr
Ann Rtn : 8.95 %