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 23-01-2026 120 7200000.0 2.8417892444673464E7 16.3 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 2.4823432593325663E7 15.03 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 2.087831809699573E7 13.46 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 2.052946102987466E7 13.31 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 2.0166671708245598E7 13.16 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.9675332190025695E7 12.94 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.955854753355372E7 12.89 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.938798518351651E7 12.81 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.9312297713295545E7 12.78 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.9316623248532448E7 12.78 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.8921876519296788E7 12.6 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.868079582392155E7 12.49 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.7831331667984E7 12.09 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.7178108468522042E7 11.77 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.5875444219922747E7 11.1 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.5781659222708039E7 11.05 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.4762099001539145E7 10.5 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.4403813556165023E7 10.3 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.414165009262949E7 10.15 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.372716285576764E7 9.91 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2016 23-01-2026 120 7200000.0 1.2653644092411753E7 9.26 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 2.8417892444673464E7
Grand Total :
3.561789244467346E7
AUM : 49,641 Cr
Ann Rtn: 16.3 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 2.4823432593325663E7
Grand Total :
3.2023432593325663E7
AUM : 2,069 Cr
Ann Rtn: 15.03 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 2.087831809699573E7
Grand Total :
2.807831809699573E7
AUM : 8,509 Cr
Ann Rtn: 13.46 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 2.052946102987466E7
Grand Total :
2.772946102987466E7
AUM : 9,538 Cr
Ann Rtn: 13.31 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 2.0166671708245598E7
Grand Total :
2.7366671708245598E7
AUM : 12,162 Cr
Ann Rtn: 13.16 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.9675332190025695E7
Grand Total :
2.6875332190025695E7
AUM : 11,393 Cr
Ann Rtn: 12.94 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.955854753355372E7
Grand Total :
2.675854753355372E7
AUM : 6,758 Cr
Ann Rtn: 12.89 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.938798518351651E7
Grand Total :
2.658798518351651E7
AUM : 3,480 Cr
Ann Rtn: 12.81 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.9312297713295545E7
Grand Total :
2.6512297713295545E7
AUM : 24,528 Cr
Ann Rtn: 12.78 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.9316623248532448E7
Grand Total :
2.6516623248532448E7
AUM : 3,480 Cr
Ann Rtn: 12.78 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.8921876519296788E7
Grand Total :
2.6121876519296788E7
AUM : 7,846 Cr
Ann Rtn: 12.6 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.868079582392155E7
Grand Total :
2.588079582392155E7
AUM : 82,847 Cr
Ann Rtn: 12.49 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.7831331667984E7
Grand Total :
2.5031331667984E7
AUM : 781 Cr
Ann Rtn: 12.09 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.7178108468522042E7
Grand Total :
2.4378108468522042E7
AUM : 2,380 Cr
Ann Rtn: 11.77 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.5875444219922747E7
Grand Total :
2.3075444219922747E7
AUM : 5,569 Cr
Ann Rtn: 11.1 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.5781659222708039E7
Grand Total :
2.298165922270804E7
AUM : 7,533 Cr
Ann Rtn: 11.05 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.4762099001539145E7
Grand Total :
2.1962099001539145E7
AUM : 4,179 Cr
Ann Rtn: 10.5 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.4403813556165023E7
Grand Total :
2.1603813556165025E7
AUM : 534 Cr
Ann Rtn: 10.3 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.414165009262949E7
Grand Total :
2.1341650092629492E7
AUM : 4,102 Cr
Ann Rtn: 10.15 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2016
23-01-2026
Drawn : 7200000.0
Bal : 1.372716285576764E7
Grand Total :
2.0927162855767637E7
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
23-01-2026
Drawn : 7200000.0
Bal : 1.2653644092411753E7
Grand Total :
1.9853644092411753E7
AUM : 215 Cr
Ann Rtn: 9.26 %
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