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 120 7200000.0 2.7035387831593562E7 15.79 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 2.5430985658369105E7 15.22 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 2.014886175232203E7 13.11 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.9991354715895373E7 13.04 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.9250333758125573E7 12.71 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.876901499323793E7 12.49 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.8713323709390808E7 12.46 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.8493260577442523E7 12.36 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.8428130426482167E7 12.32 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.835736845729596E7 12.3 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.8300703412611626E7 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 120 7200000.0 1.8063633736001275E7 12.15 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.759891811411694E7 11.94 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.6770464134733375E7 11.53 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.5515517299279958E7 10.88 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.5343792865176786E7 10.78 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.3993025298989128E7 10.03 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.362272792404639E7 9.82 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.3453523136112748E7 9.72 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 05-12-2025 120 7200000.0 1.3096908602850802E7 9.5 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 04-12-2025 120 7200000.0 1.217891687959749E7 8.94 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 2.7035387831593562E7
Grand Total :
3.423538783159356E7
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 : 7200000.0
Bal : 2.5430985658369105E7
Grand Total :
3.2630985658369105E7
AUM : 2,139 Cr
Ann Rtn: 15.22 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 2.014886175232203E7
Grand Total :
2.734886175232203E7
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 : 7200000.0
Bal : 1.9991354715895373E7
Grand Total :
2.7191354715895373E7
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 : 7200000.0
Bal : 1.9250333758125573E7
Grand Total :
2.6450333758125573E7
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 : 7200000.0
Bal : 1.876901499323793E7
Grand Total :
2.596901499323793E7
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 : 7200000.0
Bal : 1.8713323709390808E7
Grand Total :
2.5913323709390808E7
AUM : 3,317 Cr
Ann Rtn: 12.46 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.8493260577442523E7
Grand Total :
2.5693260577442523E7
AUM : 6,596 Cr
Ann Rtn: 12.36 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.8428130426482167E7
Grand Total :
2.5628130426482167E7
AUM : 24,684 Cr
Ann Rtn: 12.32 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.835736845729596E7
Grand Total :
2.555736845729596E7
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 : 7200000.0
Bal : 1.8300703412611626E7
Grand Total :
2.5500703412611626E7
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 : 7200000.0
Bal : 1.8063633736001275E7
Grand Total :
2.5263633736001275E7
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 : 7200000.0
Bal : 1.759891811411694E7
Grand Total :
2.479891811411694E7
AUM : 819 Cr
Ann Rtn: 11.94 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.6770464134733375E7
Grand Total :
2.3970464134733375E7
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 : 7200000.0
Bal : 1.5515517299279958E7
Grand Total :
2.2715517299279958E7
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 : 7200000.0
Bal : 1.5343792865176786E7
Grand Total :
2.2543792865176786E7
AUM : 7,559 Cr
Ann Rtn: 10.78 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.3993025298989128E7
Grand Total :
2.119302529898913E7
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 : 7200000.0
Bal : 1.362272792404639E7
Grand Total :
2.082272792404639E7
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 : 7200000.0
Bal : 1.3453523136112748E7
Grand Total :
2.065352313611275E7
AUM : 50 Cr
Ann Rtn: 9.72 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-01-2016
05-12-2025
Drawn : 7200000.0
Bal : 1.3096908602850802E7
Grand Total :
2.0296908602850802E7
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
04-12-2025
Drawn : 7200000.0
Bal : 1.217891687959749E7
Grand Total :
1.9378916879597493E7
AUM : 216 Cr
Ann Rtn: 8.94 %
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