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
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 2.422645482860039E7 14.76 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 2.3478078753051154E7 14.47 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.7740825490708068E7 12 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.753905712745688E7 11.9 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6609942291581754E7 11.44 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6576440412923185E7 11.42 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6519066920172488E7 11.39 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.6237453160214951E7 11.25 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5769838615770651E7 11.01 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5729042949318381E7 10.98 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.5657139036914421E7 10.95 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.558155199674222E7 10.91 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4859660539517619E7 10.52 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4676973626110736E7 10.41 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.4112068593609545E7 10.1 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.335473558199131E7 9.65 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.2301670934687322E7 9.01 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.1834552267250504E7 8.71 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.0793559804815076E7 8.01 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 17-08-2025 120 7200000.0 1.0591749481527291E7 7.87 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 14-08-2025 120 7200000.0 9623315.000230858 7.17 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 2.422645482860039E7
Grand Total :
3.142645482860039E7
AUM : 2,109 Cr
Ann Rtn : 14.76 %
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 2.3478078753051154E7
Grand Total :
3.0678078753051154E7
AUM : 44,605 Cr
Ann Rtn : 14.47 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.7740825490708068E7
Grand Total :
2.4940825490708068E7
AUM : 7,864 Cr
Ann Rtn : 12.0 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.753905712745688E7
Grand Total :
2.473905712745688E7
AUM : 9,181 Cr
Ann Rtn : 11.9 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6609942291581754E7
Grand Total :
2.3809942291581754E7
AUM : 11,059 Cr
Ann Rtn : 11.44 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6576440412923185E7
Grand Total :
2.3776440412923187E7
AUM : 11,436 Cr
Ann Rtn : 11.42 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6519066920172488E7
Grand Total :
2.371906692017249E7
AUM : 77,794 Cr
Ann Rtn : 11.39 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.6237453160214951E7
Grand Total :
2.3437453160214953E7
AUM : 24,511 Cr
Ann Rtn : 11.25 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5769838615770651E7
Grand Total :
2.2969838615770653E7
AUM : 2,994 Cr
Ann Rtn : 11.01 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5729042949318381E7
Grand Total :
2.292904294931838E7
AUM : 6,422 Cr
Ann Rtn : 10.98 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.5657139036914421E7
Grand Total :
2.2857139036914423E7
AUM : 2,994 Cr
Ann Rtn : 10.95 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.558155199674222E7
Grand Total :
2.278155199674222E7
AUM : 6,583 Cr
Ann Rtn : 10.91 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4859660539517619E7
Grand Total :
2.205966053951762E7
AUM : 842 Cr
Ann Rtn : 10.52 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4676973626110736E7
Grand Total :
2.1876973626110736E7
AUM : 2,256 Cr
Ann Rtn : 10.41 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.4112068593609545E7
Grand Total :
2.1312068593609545E7
AUM : 5,513 Cr
Ann Rtn : 10.1 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.335473558199131E7
Grand Total :
2.0554735581991307E7
AUM : 7,480 Cr
Ann Rtn : 9.65 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.2301670934687322E7
Grand Total :
1.9501670934687324E7
AUM : 3,936 Cr
Ann Rtn : 9.01 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.1834552267250504E7
Grand Total :
1.9034552267250504E7
AUM : 4,091 Cr
Ann Rtn : 8.71 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.0793559804815076E7
Grand Total :
1.7993559804815076E7
AUM : 48 Cr
Ann Rtn : 8.01 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
17-08-2025
Drawn : 7200000.0
Bal : 1.0591749481527291E7
Grand Total :
1.779174948152729E7
AUM : 529 Cr
Ann Rtn : 7.87 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
14-08-2025
Drawn : 7200000.0
Bal : 9623315.000230858
Grand Total :
1.6823315000230856E7
AUM : 217 Cr
Ann Rtn : 7.17 %
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