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 12-10-2025 120 7200000.0 2.5586531644771114E7 15.25 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 2.5403359857316494E7 15.19 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.927500682194721E7 12.7 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.8849527902300008E7 12.51 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.8459244822878394E7 12.33 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.790914511764588E7 12.07 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.7754869704311557E7 12 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.746942719042098E7 11.86 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.744530610142337E7 11.85 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.741066924573419E7 11.83 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.702111687531559E7 11.64 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.6813514339886352E7 11.53 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.6415678426200474E7 11.33 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.5764078812557874E7 10.99 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.5354549247984035E7 10.78 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.43425310836425E7 10.22 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.3137533855007572E7 9.52 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-11-2015 10-10-2025 120 7200000.0 1.2979316390777385E7 9.43 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.1948839179985004E7 8.77 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-11-2015 12-10-2025 120 7200000.0 1.1917911344644427E7 8.75 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-11-2015 10-10-2025 120 7200000.0 1.0994420001123734E7 8.15 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 2.5586531644771114E7
Grand Total :
3.2786531644771114E7
AUM : 4,639 Cr
Ann Rtn : 15.25 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 2.5403359857316494E7
Grand Total :
3.2603359857316494E7
AUM : 209 Cr
Ann Rtn : 15.19 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.927500682194721E7
Grand Total :
2.647500682194721E7
AUM : 812 Cr
Ann Rtn : 12.7 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.8849527902300008E7
Grand Total :
2.6049527902300008E7
AUM : 913 Cr
Ann Rtn : 12.51 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.8459244822878394E7
Grand Total :
2.5659244822878394E7
AUM : 1,156 Cr
Ann Rtn : 12.33 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.790914511764588E7
Grand Total :
2.510914511764588E7
AUM : 7,901 Cr
Ann Rtn : 12.07 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.7754869704311557E7
Grand Total :
2.4954869704311557E7
AUM : 1,107 Cr
Ann Rtn : 12.0 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.746942719042098E7
Grand Total :
2.466942719042098E7
AUM : 304 Cr
Ann Rtn : 11.86 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.744530610142337E7
Grand Total :
2.464530610142337E7
AUM : 2,408 Cr
Ann Rtn : 11.85 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.741066924573419E7
Grand Total :
2.461066924573419E7
AUM : 316 Cr
Ann Rtn : 11.83 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.702111687531559E7
Grand Total :
2.422111687531559E7
AUM : 638 Cr
Ann Rtn : 11.64 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.6813514339886352E7
Grand Total :
2.4013514339886352E7
AUM : 694 Cr
Ann Rtn : 11.53 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.6415678426200474E7
Grand Total :
2.361567842620047E7
AUM : 80 Cr
Ann Rtn : 11.33 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.5764078812557874E7
Grand Total :
2.2964078812557876E7
AUM : 227 Cr
Ann Rtn : 10.99 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.5354549247984035E7
Grand Total :
2.2554549247984037E7
AUM : 555 Cr
Ann Rtn : 10.78 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.43425310836425E7
Grand Total :
2.1542531083642498E7
AUM : 737 Cr
Ann Rtn : 10.22 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.3137533855007572E7
Grand Total :
2.0337533855007574E7
AUM : 396 Cr
Ann Rtn : 9.52 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
10-10-2025
Drawn : 7200000.0
Bal : 1.2979316390777385E7
Grand Total :
2.0179316390777387E7
AUM : 403 Cr
Ann Rtn : 9.43 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.1948839179985004E7
Grand Total :
1.9148839179985E7
AUM : 52 Cr
Ann Rtn : 8.77 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
12-10-2025
Drawn : 7200000.0
Bal : 1.1917911344644427E7
Grand Total :
1.9117911344644427E7
AUM : 5 Cr
Ann Rtn : 8.75 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-11-2015
10-10-2025
Drawn : 7200000.0
Bal : 1.0994420001123734E7
Grand Total :
1.8194420001123734E7
AUM : 22 Cr
Ann Rtn : 8.15 %