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 01-02-2016 30-01-2026 120 7200000.0 2.834774181674338E7 16.27 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 2.510811073498929E7 15.14 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 2.103603740653154E7 13.53 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 2.0498024975922298E7 13.3 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.9998050831223883E7 13.08 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.983274573015473E7 13.01 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.9529856446445547E7 12.87 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.9409842822710473E7 12.82 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.9341808760158613E7 12.79 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.9277608942830417E7 12.75 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.8833885748097006E7 12.55 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 31-01-2026 120 7200000.0 1.8641305470577415E7 12.46 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.781587515687336E7 12.07 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.7094679766443223E7 11.72 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.593624791709725E7 11.13 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.5561509315259071E7 10.93 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.4536068396351654E7 10.37 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.4409296483365556E7 10.3 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.4123356062229475E7 10.14 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.3733816039664015E7 9.91 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 30-01-2026 120 7200000.0 1.2333810064898925E7 9.06 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 2.834774181674338E7
Grand Total :
3.554774181674338E7
AUM : 49,641 Cr
Ann Rtn : 16.27 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 2.510811073498929E7
Grand Total :
3.230811073498929E7
AUM : 2,069 Cr
Ann Rtn : 15.14 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 2.103603740653154E7
Grand Total :
2.823603740653154E7
AUM : 8,509 Cr
Ann Rtn : 13.53 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 2.0498024975922298E7
Grand Total :
2.7698024975922298E7
AUM : 9,538 Cr
Ann Rtn : 13.3 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.9998050831223883E7
Grand Total :
2.7198050831223883E7
AUM : 12,162 Cr
Ann Rtn : 13.08 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.983274573015473E7
Grand Total :
2.703274573015473E7
AUM : 11,393 Cr
Ann Rtn : 13.01 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.9529856446445547E7
Grand Total :
2.6729856446445547E7
AUM : 6,758 Cr
Ann Rtn : 12.87 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.9409842822710473E7
Grand Total :
2.6609842822710473E7
AUM : 3,480 Cr
Ann Rtn : 12.82 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.9341808760158613E7
Grand Total :
2.6541808760158613E7
AUM : 3,480 Cr
Ann Rtn : 12.79 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.9277608942830417E7
Grand Total :
2.6477608942830417E7
AUM : 24,528 Cr
Ann Rtn : 12.75 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.8833885748097006E7
Grand Total :
2.6033885748097006E7
AUM : 7,846 Cr
Ann Rtn : 12.55 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
31-01-2026
Drawn : 7200000.0
Bal : 1.8641305470577415E7
Grand Total :
2.5841305470577415E7
AUM : 82,847 Cr
Ann Rtn : 12.46 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.781587515687336E7
Grand Total :
2.501587515687336E7
AUM : 781 Cr
Ann Rtn : 12.07 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.7094679766443223E7
Grand Total :
2.4294679766443223E7
AUM : 2,380 Cr
Ann Rtn : 11.72 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.593624791709725E7
Grand Total :
2.3136247917097248E7
AUM : 5,569 Cr
Ann Rtn : 11.13 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.5561509315259071E7
Grand Total :
2.276150931525907E7
AUM : 7,533 Cr
Ann Rtn : 10.93 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.4536068396351654E7
Grand Total :
2.1736068396351654E7
AUM : 534 Cr
Ann Rtn : 10.37 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.4409296483365556E7
Grand Total :
2.1609296483365558E7
AUM : 4,179 Cr
Ann Rtn : 10.3 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.4123356062229475E7
Grand Total :
2.1323356062229477E7
AUM : 4,102 Cr
Ann Rtn : 10.14 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.3733816039664015E7
Grand Total :
2.0933816039664015E7
AUM : 50 Cr
Ann Rtn : 9.91 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
30-01-2026
Drawn : 7200000.0
Bal : 1.2333810064898925E7
Grand Total :
1.9533810064898923E7
AUM : 215 Cr
Ann Rtn : 9.06 %