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 01-05-2015 25-04-2025 120 7200000.0 2.424286388498081E7 14.8 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 2.2635943397987437E7 14.17 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.8774261267663024E7 12.51 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.754294823603248E7 11.93 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.7124728171713658E7 11.72 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.7034677696210105E7 11.68 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.7020786056167275E7 11.67 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.6679215470734669E7 11.5 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.6643113557946889E7 11.47 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.6492638166896109E7 11.41 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.557447231945253E7 10.93 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.5396195313433269E7 10.83 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.5013593244801363E7 10.63 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.4207861611120276E7 10.18 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.3893321267016958E7 9.99 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.2873801226475371E7 9.39 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.2814730835324256E7 9.35 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.1856354120408388E7 8.74 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.0540183784673026E7 7.85 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-05-2015 25-04-2025 120 7200000.0 1.0062703373720638E7 7.51 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 2.424286388498081E7
Grand Total :
3.144286388498081E7
AUM : 4,096 Cr
Ann Rtn : 14.8 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 2.2635943397987437E7
Grand Total :
2.9835943397987437E7
AUM : 200 Cr
Ann Rtn : 14.17 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.8774261267663024E7
Grand Total :
2.5974261267663024E7
AUM : 1,043 Cr
Ann Rtn : 12.51 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.754294823603248E7
Grand Total :
2.474294823603248E7
AUM : 1,038 Cr
Ann Rtn : 11.93 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.7124728171713658E7
Grand Total :
2.4324728171713658E7
AUM : 249 Cr
Ann Rtn : 11.72 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.7034677696210105E7
Grand Total :
2.4234677696210105E7
AUM : 249 Cr
Ann Rtn : 11.68 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.7020786056167275E7
Grand Total :
2.4220786056167275E7
AUM : 680 Cr
Ann Rtn : 11.67 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.6679215470734669E7
Grand Total :
2.387921547073467E7
AUM : 7,256 Cr
Ann Rtn : 11.5 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.6643113557946889E7
Grand Total :
2.384311355794689E7
AUM : 2,323 Cr
Ann Rtn : 11.47 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.6492638166896109E7
Grand Total :
2.369263816689611E7
AUM : 591 Cr
Ann Rtn : 11.41 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.557447231945253E7
Grand Total :
2.277447231945253E7
AUM : 205 Cr
Ann Rtn : 10.93 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.5396195313433269E7
Grand Total :
2.2596195313433267E7
AUM : 561 Cr
Ann Rtn : 10.83 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.5013593244801363E7
Grand Total :
2.2213593244801365E7
AUM : 76 Cr
Ann Rtn : 10.63 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.4207861611120276E7
Grand Total :
2.1407861611120276E7
AUM : 502 Cr
Ann Rtn : 10.18 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.3893321267016958E7
Grand Total :
2.109332126701696E7
AUM : 719 Cr
Ann Rtn : 9.99 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.2873801226475371E7
Grand Total :
2.0073801226475373E7
AUM : 394 Cr
Ann Rtn : 9.39 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.2814730835324256E7
Grand Total :
2.0014730835324258E7
AUM : 369 Cr
Ann Rtn : 9.35 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.1856354120408388E7
Grand Total :
1.9056354120408386E7
AUM : 5 Cr
Ann Rtn : 8.74 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.0540183784673026E7
Grand Total :
1.7740183784673028E7
AUM : 20 Cr
Ann Rtn : 7.85 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-05-2015
25-04-2025
Drawn : 7200000.0
Bal : 1.0062703373720638E7
Grand Total :
1.726270337372064E7
AUM : 50 Cr
Ann Rtn : 7.51 %