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 15-01-2026 120 7200000.0 2.8951749438818842E7 16.42 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 2.6546668715114933E7 15.61 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 2.1450049411543876E7 13.66 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 2.0859254115100235E7 13.41 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 2.033482014851311E7 13.18 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.9991715237794265E7 13.03 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.9864112844395287E7 12.98 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.9800325543031316E7 12.95 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.978912776808243E7 12.94 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.974810743195801E7 12.92 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.9260408800602313E7 12.71 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.907999687510445E7 12.62 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.8478315615942407E7 12.35 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.7588601160474923E7 11.92 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.6213536446554773E7 11.23 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.6010887893551745E7 11.13 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.514967480614535E7 10.67 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.4865128417770395E7 10.52 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.439850630866661E7 10.26 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 15-01-2026 120 7200000.0 1.4164999358172894E7 10.12 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 14-01-2026 120 7200000.0 1.2970729906306509E7 9.42 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 2.8951749438818842E7
Grand Total :
3.615174943881884E7
AUM : 49,641 Cr
Ann Rtn : 16.42 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 2.6546668715114933E7
Grand Total :
3.3746668715114936E7
AUM : 2,069 Cr
Ann Rtn : 15.61 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 2.1450049411543876E7
Grand Total :
2.8650049411543876E7
AUM : 8,509 Cr
Ann Rtn : 13.66 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 2.0859254115100235E7
Grand Total :
2.8059254115100235E7
AUM : 9,538 Cr
Ann Rtn : 13.41 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 2.033482014851311E7
Grand Total :
2.753482014851311E7
AUM : 12,162 Cr
Ann Rtn : 13.18 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.9991715237794265E7
Grand Total :
2.7191715237794265E7
AUM : 11,393 Cr
Ann Rtn : 13.03 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.9864112844395287E7
Grand Total :
2.7064112844395287E7
AUM : 3,480 Cr
Ann Rtn : 12.98 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.9800325543031316E7
Grand Total :
2.7000325543031316E7
AUM : 6,758 Cr
Ann Rtn : 12.95 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.978912776808243E7
Grand Total :
2.698912776808243E7
AUM : 3,480 Cr
Ann Rtn : 12.94 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.974810743195801E7
Grand Total :
2.694810743195801E7
AUM : 24,528 Cr
Ann Rtn : 12.92 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.9260408800602313E7
Grand Total :
2.6460408800602313E7
AUM : 7,846 Cr
Ann Rtn : 12.71 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.907999687510445E7
Grand Total :
2.627999687510445E7
AUM : 82,847 Cr
Ann Rtn : 12.62 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.8478315615942407E7
Grand Total :
2.5678315615942407E7
AUM : 781 Cr
Ann Rtn : 12.35 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.7588601160474923E7
Grand Total :
2.4788601160474923E7
AUM : 2,380 Cr
Ann Rtn : 11.92 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.6213536446554773E7
Grand Total :
2.3413536446554773E7
AUM : 5,569 Cr
Ann Rtn : 11.23 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.6010887893551745E7
Grand Total :
2.3210887893551745E7
AUM : 7,533 Cr
Ann Rtn : 11.13 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.514967480614535E7
Grand Total :
2.2349674806145348E7
AUM : 4,179 Cr
Ann Rtn : 10.67 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.4865128417770395E7
Grand Total :
2.2065128417770393E7
AUM : 534 Cr
Ann Rtn : 10.52 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.439850630866661E7
Grand Total :
2.159850630866661E7
AUM : 4,102 Cr
Ann Rtn : 10.26 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
15-01-2026
Drawn : 7200000.0
Bal : 1.4164999358172894E7
Grand Total :
2.1364999358172894E7
AUM : 50 Cr
Ann Rtn : 10.12 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
14-01-2026
Drawn : 7200000.0
Bal : 1.2970729906306509E7
Grand Total :
2.017072990630651E7
AUM : 215 Cr
Ann Rtn : 9.42 %