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 01-07-2015 13-06-2025 120 7200000.0 2.5352059581714727E7 15.19 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 2.5130690551215168E7 15.1 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.9309836776660874E7 12.73 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.870610936409178E7 12.46 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8651249158846725E7 12.43 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.836000291415794E7 12.3 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8257796970712766E7 12.25 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.8163117047171086E7 12.2 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.7886909625560593E7 12.07 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.762178634969939E7 11.94 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6845745613978855E7 11.56 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6342071534618367E7 11.31 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.6169457084904375E7 11.22 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.5739149430812795E7 10.99 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.4941672882065948E7 10.56 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.3737194467353504E7 9.88 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.3423827901584547E7 9.7 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.2216647308417795E7 8.96 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.1654565312300261E7 8.59 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-07-2015 13-06-2025 120 7200000.0 1.0969266892536893E7 8.13 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 2.5352059581714727E7
Grand Total :
3.2552059581714727E7
AUM : 4,315 Cr
Ann Rtn : 15.19 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 2.5130690551215168E7
Grand Total :
3.2330690551215168E7
AUM : 211 Cr
Ann Rtn : 15.1 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.9309836776660874E7
Grand Total :
2.6509836776660874E7
AUM : 1,110 Cr
Ann Rtn : 12.73 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.870610936409178E7
Grand Total :
2.590610936409178E7
AUM : 1,096 Cr
Ann Rtn : 12.46 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8651249158846725E7
Grand Total :
2.5851249158846725E7
AUM : 741 Cr
Ann Rtn : 12.43 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.836000291415794E7
Grand Total :
2.556000291415794E7
AUM : 261 Cr
Ann Rtn : 12.3 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8257796970712766E7
Grand Total :
2.5457796970712766E7
AUM : 275 Cr
Ann Rtn : 12.25 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.8163117047171086E7
Grand Total :
2.5363117047171086E7
AUM : 2,446 Cr
Ann Rtn : 12.2 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.7886909625560593E7
Grand Total :
2.5086909625560593E7
AUM : 7,563 Cr
Ann Rtn : 12.07 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.762178634969939E7
Grand Total :
2.482178634969939E7
AUM : 625 Cr
Ann Rtn : 11.94 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6845745613978855E7
Grand Total :
2.4045745613978855E7
AUM : 614 Cr
Ann Rtn : 11.56 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6342071534618367E7
Grand Total :
2.3542071534618367E7
AUM : 219 Cr
Ann Rtn : 11.31 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.6169457084904375E7
Grand Total :
2.3369457084904373E7
AUM : 80 Cr
Ann Rtn : 11.22 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.5739149430812795E7
Grand Total :
2.2939149430812795E7
AUM : 540 Cr
Ann Rtn : 10.99 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.4941672882065948E7
Grand Total :
2.2141672882065948E7
AUM : 747 Cr
Ann Rtn : 10.56 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.3737194467353504E7
Grand Total :
2.0937194467353504E7
AUM : 390 Cr
Ann Rtn : 9.88 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.3423827901584547E7
Grand Total :
2.0623827901584547E7
AUM : 407 Cr
Ann Rtn : 9.7 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.2216647308417795E7
Grand Total :
1.9416647308417797E7
AUM : 5 Cr
Ann Rtn : 8.96 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.1654565312300261E7
Grand Total :
1.885456531230026E7
AUM : 53 Cr
Ann Rtn : 8.59 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-07-2015
13-06-2025
Drawn : 7200000.0
Bal : 1.0969266892536893E7
Grand Total :
1.8169266892536893E7
AUM : 21 Cr
Ann Rtn : 8.13 %