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 27-11-2025 120 7200000.0 2.644571037915767E7 15.6 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 2.5611108493626602E7 15.3 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.974624895640942E7 12.95 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.950286074940943E7 12.84 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.8905129486284528E7 12.57 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.8488365495364536E7 12.38 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.843578420244274E7 12.35 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.8079420311923E7 12.18 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.8000178631931063E7 12.15 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.801402287341912E7 12.15 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.7976920717791267E7 12.14 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.763820366992856E7 11.97 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.7205068588541247E7 11.76 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.6348319054350613E7 11.33 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.544891754145947E7 10.86 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.5058480572031219E7 10.65 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.374679725344484E7 9.91 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.3350486334067408E7 9.67 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.3065999198290389E7 9.5 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-12-2015 27-11-2025 120 7200000.0 1.264840543862627E7 9.25 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-12-2015 26-11-2025 120 7200000.0 1.1810298365635147E7 8.71 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 2.644571037915767E7
Grand Total :
3.364571037915767E7
AUM : 4,807 Cr
Ann Rtn : 15.6 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 2.5611108493626602E7
Grand Total :
3.2811108493626602E7
AUM : 214 Cr
Ann Rtn : 15.3 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.974624895640942E7
Grand Total :
2.694624895640942E7
AUM : 840 Cr
Ann Rtn : 12.95 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.950286074940943E7
Grand Total :
2.670286074940943E7
AUM : 942 Cr
Ann Rtn : 12.84 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.8905129486284528E7
Grand Total :
2.6105129486284528E7
AUM : 1,191 Cr
Ann Rtn : 12.57 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.8488365495364536E7
Grand Total :
2.5688365495364536E7
AUM : 332 Cr
Ann Rtn : 12.38 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.843578420244274E7
Grand Total :
2.563578420244274E7
AUM : 332 Cr
Ann Rtn : 12.35 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.8079420311923E7
Grand Total :
2.5279420311923E7
AUM : 2,468 Cr
Ann Rtn : 12.18 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.8000178631931063E7
Grand Total :
2.5200178631931063E7
AUM : 660 Cr
Ann Rtn : 12.15 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.801402287341912E7
Grand Total :
2.521402287341912E7
AUM : 8,195 Cr
Ann Rtn : 12.15 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.7976920717791267E7
Grand Total :
2.5176920717791267E7
AUM : 1,140 Cr
Ann Rtn : 12.14 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.763820366992856E7
Grand Total :
2.483820366992856E7
AUM : 733 Cr
Ann Rtn : 11.97 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.7205068588541247E7
Grand Total :
2.4405068588541247E7
AUM : 82 Cr
Ann Rtn : 11.76 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.6348319054350613E7
Grand Total :
2.3548319054350615E7
AUM : 235 Cr
Ann Rtn : 11.33 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.544891754145947E7
Grand Total :
2.264891754145947E7
AUM : 566 Cr
Ann Rtn : 10.86 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.5058480572031219E7
Grand Total :
2.225848057203122E7
AUM : 756 Cr
Ann Rtn : 10.65 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.374679725344484E7
Grand Total :
2.094679725344484E7
AUM : 416 Cr
Ann Rtn : 9.91 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.3350486334067408E7
Grand Total :
2.0550486334067408E7
AUM : 408 Cr
Ann Rtn : 9.67 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.3065999198290389E7
Grand Total :
2.026599919829039E7
AUM : 5 Cr
Ann Rtn : 9.5 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
27-11-2025
Drawn : 7200000.0
Bal : 1.264840543862627E7
Grand Total :
1.984840543862627E7
AUM : 54 Cr
Ann Rtn : 9.25 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-12-2015
26-11-2025
Drawn : 7200000.0
Bal : 1.1810298365635147E7
Grand Total :
1.901029836563515E7
AUM : 22 Cr
Ann Rtn : 8.71 %