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 01-12-2015 04-11-2025 119 7140000.0 2.6021888336928904E7 15.38 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 2.5813354140866347E7 15.3 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.978969577060226E7 12.9 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.938022576733681E7 12.71 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.856489553275223E7 12.34 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.827737474592436E7 12.2 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.809364827462861E7 12.12 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.8030578109537978E7 12.09 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.7942737763290443E7 12.05 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.790342459444924E7 12.03 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.7506838606480286E7 11.83 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.727128894818995E7 11.72 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.6981209583998784E7 11.57 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.6077551960833067E7 11.11 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.5594013949124008E7 10.86 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.4841852729575798E7 10.45 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.3539835974261522E7 9.71 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.3407954220905112E7 9.63 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.2551122802505461E7 9.11 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.2484599152165173E7 9.07 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-12-2015 04-11-2025 119 7140000.0 1.1469421820090404E7 8.41 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 2.6021888336928904E7
Grand Total :
3.3161888336928904E7
AUM : 46,392 Cr
Ann Rtn : 15.38 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 2.5813354140866347E7
Grand Total :
3.2953354140866347E7
AUM : 2,089 Cr
Ann Rtn : 15.3 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.978969577060226E7
Grand Total :
2.692969577060226E7
AUM : 8,116 Cr
Ann Rtn : 12.9 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.938022576733681E7
Grand Total :
2.652022576733681E7
AUM : 9,128 Cr
Ann Rtn : 12.71 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.856489553275223E7
Grand Total :
2.570489553275223E7
AUM : 11,565 Cr
Ann Rtn : 12.34 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.827737474592436E7
Grand Total :
2.541737474592436E7
AUM : 11,073 Cr
Ann Rtn : 12.2 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.809364827462861E7
Grand Total :
2.523364827462861E7
AUM : 3,161 Cr
Ann Rtn : 12.12 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.8030578109537978E7
Grand Total :
2.5170578109537978E7
AUM : 3,161 Cr
Ann Rtn : 12.09 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.7942737763290443E7
Grand Total :
2.5082737763290443E7
AUM : 24,081 Cr
Ann Rtn : 12.05 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.790342459444924E7
Grand Total :
2.504342459444924E7
AUM : 79,008 Cr
Ann Rtn : 12.03 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.7506838606480286E7
Grand Total :
2.4646838606480286E7
AUM : 6,379 Cr
Ann Rtn : 11.83 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.727128894818995E7
Grand Total :
2.441128894818995E7
AUM : 6,944 Cr
Ann Rtn : 11.72 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.6981209583998784E7
Grand Total :
2.4121209583998784E7
AUM : 797 Cr
Ann Rtn : 11.57 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.6077551960833067E7
Grand Total :
2.3217551960833065E7
AUM : 2,273 Cr
Ann Rtn : 11.11 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.5594013949124008E7
Grand Total :
2.273401394912401E7
AUM : 5,546 Cr
Ann Rtn : 10.86 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.4841852729575798E7
Grand Total :
2.1981852729575798E7
AUM : 7,368 Cr
Ann Rtn : 10.45 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.3539835974261522E7
Grand Total :
2.0679835974261522E7
AUM : 4,025 Cr
Ann Rtn : 9.71 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.3407954220905112E7
Grand Total :
2.054795422090511E7
AUM : 3,960 Cr
Ann Rtn : 9.63 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.2551122802505461E7
Grand Total :
1.9691122802505463E7
AUM : 522 Cr
Ann Rtn : 9.11 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.2484599152165173E7
Grand Total :
1.9624599152165174E7
AUM : 48 Cr
Ann Rtn : 9.07 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
04-11-2025
Drawn : 7140000.0
Bal : 1.1469421820090404E7
Grand Total :
1.8609421820090406E7
AUM : 216 Cr
Ann Rtn : 8.41 %