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 01-02-2015 21-01-2025 120 7200000.0 2.064775586573585E7 13.33 %
Quant Absolute Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.988593003456239E7 13 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.6361226986392096E7 11.33 %
Kotak Equity Hybrid - Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.600360083290651E7 11.14 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.5536229194178067E7 10.89 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.5191871665645104E7 10.71 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.5051541451976143E7 10.63 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.5021146079875112E7 10.61 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.4974839072033804E7 10.59 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.4792909297445089E7 10.49 %
Franklin India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.4237675277682384E7 10.18 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.3760575326762754E7 9.9 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.372631598975243E7 9.88 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.3639652352420876E7 9.83 %
Tata Hybrid Equity Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.2335403878347231E7 9.04 %
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.2258156083517442E7 8.99 %
Nippon India Equity Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.1483741795119746E7 8.49 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 1.0100689710840972E7 7.53 %
PGIM India Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 9166367.770042595 6.82 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-02-2015 21-01-2025 120 7200000.0 8947697.787689956 6.65 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 2.064775586573585E7
Grand Total :
2.784775586573585E7
AUM : 3,977 Cr
Ann Rtn : 13.33 %
Quant Absolute Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.988593003456239E7
Grand Total :
2.708593003456239E7
AUM : 212 Cr
Ann Rtn : 13.0 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.6361226986392096E7
Grand Total :
2.3561226986392096E7
AUM : 1,031 Cr
Ann Rtn : 11.33 %
Kotak Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.600360083290651E7
Grand Total :
2.320360083290651E7
AUM : 691 Cr
Ann Rtn : 11.14 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.5536229194178067E7
Grand Total :
2.2736229194178067E7
AUM : 1,075 Cr
Ann Rtn : 10.89 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.5191871665645104E7
Grand Total :
2.2391871665645104E7
AUM : 2,391 Cr
Ann Rtn : 10.71 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.5051541451976143E7
Grand Total :
2.2251541451976143E7
AUM : 236 Cr
Ann Rtn : 10.63 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.5021146079875112E7
Grand Total :
2.222114607987511E7
AUM : 7,164 Cr
Ann Rtn : 10.61 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.4974839072033804E7
Grand Total :
2.2174839072033804E7
AUM : 236 Cr
Ann Rtn : 10.59 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.4792909297445089E7
Grand Total :
2.199290929744509E7
AUM : 610 Cr
Ann Rtn : 10.49 %
Franklin India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.4237675277682384E7
Grand Total :
2.1437675277682386E7
AUM : 208 Cr
Ann Rtn : 10.18 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.3760575326762754E7
Grand Total :
2.0960575326762754E7
AUM : 573 Cr
Ann Rtn : 9.9 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.372631598975243E7
Grand Total :
2.092631598975243E7
AUM : 76 Cr
Ann Rtn : 9.88 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.3639652352420876E7
Grand Total :
2.0839652352420874E7
AUM : 554 Cr
Ann Rtn : 9.83 %
Tata Hybrid Equity Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.2335403878347231E7
Grand Total :
1.9535403878347233E7
AUM : 410 Cr
Ann Rtn : 9.04 %
ABSL Equity Hybrid 95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.2258156083517442E7
Grand Total :
1.945815608351744E7
AUM : 754 Cr
Ann Rtn : 8.99 %
Nippon India Equity Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.1483741795119746E7
Grand Total :
1.8683741795119748E7
AUM : 384 Cr
Ann Rtn : 8.49 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 1.0100689710840972E7
Grand Total :
1.730068971084097E7
AUM : 5 Cr
Ann Rtn : 7.53 %
PGIM India Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 9166367.770042595
Grand Total :
1.6366367770042595E7
AUM : 21 Cr
Ann Rtn : 6.82 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-02-2015
21-01-2025
Drawn : 7200000.0
Bal : 8947697.787689956
Grand Total :
1.6147697787689956E7
AUM : 53 Cr
Ann Rtn : 6.65 %