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 01-11-2015 14-10-2025 120 7200000.0 2.578349608643524E7 15.35 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 2.564394646823613E7 15.3 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.9376981321310796E7 12.77 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.8943068893872067E7 12.58 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.8260067986021068E7 12.26 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.7972376684753224E7 12.12 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.7727267620946314E7 12 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.756407450828378E7 11.92 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.750677948293772E7 11.9 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.743640944309249E7 11.86 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.702588399463731E7 11.66 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.6905378505370427E7 11.6 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.6581623224584762E7 11.44 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.577217108644859E7 11.02 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.554155596879108E7 10.9 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.4391719954123223E7 10.27 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.3234999296497658E7 9.59 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.298115318616935E7 9.44 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.204761307459992E7 8.86 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.1986841648696646E7 8.82 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 14-10-2025 120 7200000.0 1.1041530565540448E7 8.19 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 2.578349608643524E7
Grand Total :
3.298349608643524E7
AUM : 46,392 Cr
Ann Rtn: 15.35 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 2.564394646823613E7
Grand Total :
3.284394646823613E7
AUM : 2,089 Cr
Ann Rtn: 15.3 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.9376981321310796E7
Grand Total :
2.6576981321310796E7
AUM : 8,116 Cr
Ann Rtn: 12.77 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.8943068893872067E7
Grand Total :
2.6143068893872067E7
AUM : 9,128 Cr
Ann Rtn: 12.58 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.8260067986021068E7
Grand Total :
2.5460067986021068E7
AUM : 11,565 Cr
Ann Rtn: 12.26 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.7972376684753224E7
Grand Total :
2.5172376684753224E7
AUM : 79,008 Cr
Ann Rtn: 12.12 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.7727267620946314E7
Grand Total :
2.4927267620946314E7
AUM : 11,073 Cr
Ann Rtn: 12.0 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.756407450828378E7
Grand Total :
2.476407450828378E7
AUM : 3,037 Cr
Ann Rtn: 11.92 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.750677948293772E7
Grand Total :
2.470677948293772E7
AUM : 3,161 Cr
Ann Rtn: 11.9 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.743640944309249E7
Grand Total :
2.463640944309249E7
AUM : 24,081 Cr
Ann Rtn: 11.86 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.702588399463731E7
Grand Total :
2.422588399463731E7
AUM : 6,379 Cr
Ann Rtn: 11.66 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.6905378505370427E7
Grand Total :
2.4105378505370427E7
AUM : 6,944 Cr
Ann Rtn: 11.6 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.6581623224584762E7
Grand Total :
2.3781623224584762E7
AUM : 797 Cr
Ann Rtn: 11.44 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.577217108644859E7
Grand Total :
2.2972171086448587E7
AUM : 2,273 Cr
Ann Rtn: 11.02 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.554155596879108E7
Grand Total :
2.2741555968791083E7
AUM : 5,546 Cr
Ann Rtn: 10.9 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.4391719954123223E7
Grand Total :
2.159171995412322E7
AUM : 7,368 Cr
Ann Rtn: 10.27 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.3234999296497658E7
Grand Total :
2.0434999296497658E7
AUM : 3,960 Cr
Ann Rtn: 9.59 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.298115318616935E7
Grand Total :
2.018115318616935E7
AUM : 4,025 Cr
Ann Rtn: 9.44 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.204761307459992E7
Grand Total :
1.924761307459992E7
AUM : 522 Cr
Ann Rtn: 8.86 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.1986841648696646E7
Grand Total :
1.9186841648696646E7
AUM : 48 Cr
Ann Rtn: 8.82 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
14-10-2025
Drawn : 7200000.0
Bal : 1.1041530565540448E7
Grand Total :
1.8241530565540448E7
AUM : 216 Cr
Ann Rtn: 8.19 %
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