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
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 2.46130449495199E7 14.92 %
ICICI Prudential Equity & Debt Fund - Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 2.3978475625822306E7 14.68 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.8096155274581343E7 12.18 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.775231131160412E7 12.01 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6826381637150943E7 11.56 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6763633234761512E7 11.53 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6564630703519862E7 11.42 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.65345713994834E7 11.41 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6196547653560175E7 11.24 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6075470969259212E7 11.17 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.6019508299278906E7 11.14 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.5950975258868322E7 11.11 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.528944125197605E7 10.76 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.5034876496307487E7 10.62 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.4261692622926882E7 10.19 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.3668120145574968E7 9.85 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.2495068806561116E7 9.14 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.1993388894314107E7 8.82 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.1039582059033813E7 8.19 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.0826246480685208E7 8.04 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-09-2015 20-08-2025 120 7200000.0 1.004944426902624E7 7.49 %
Withdrawal / PM
quant Aggressive Hybrid Fund Gr Reg Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 2.46130449495199E7
Grand Total :
3.18130449495199E7
AUM : 211 Cr
Ann Rtn : 14.92 %
ICICI Pru Equity & Debt Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 2.3978475625822306E7
Grand Total :
3.1178475625822306E7
AUM : 4,460 Cr
Ann Rtn : 14.68 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.8096155274581343E7
Grand Total :
2.5296155274581343E7
AUM : 786 Cr
Ann Rtn : 12.18 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.775231131160412E7
Grand Total :
2.495231131160412E7
AUM : 918 Cr
Ann Rtn : 12.01 %
DSP Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6826381637150943E7
Grand Total :
2.4026381637150943E7
AUM : 1,144 Cr
Ann Rtn : 11.56 %
Canara Robeco Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6763633234761512E7
Grand Total :
2.3963633234761514E7
AUM : 1,106 Cr
Ann Rtn : 11.53 %
SBI Equity Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6564630703519862E7
Grand Total :
2.3764630703519862E7
AUM : 7,779 Cr
Ann Rtn : 11.42 %
HDFC Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.65345713994834E7
Grand Total :
2.3734571399483398E7
AUM : 2,451 Cr
Ann Rtn : 11.41 %
Edelweiss Aggr Hybrid Plan B Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6196547653560175E7
Grand Total :
2.3396547653560176E7
AUM : 299 Cr
Ann Rtn : 11.24 %
Edelweiss Aggr Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6075470969259212E7
Grand Total :
2.327547096925921E7
AUM : 299 Cr
Ann Rtn : 11.17 %
UTI Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.6019508299278906E7
Grand Total :
2.3219508299278907E7
AUM : 642 Cr
Ann Rtn : 11.14 %
Sundaram Aggressive Hybrid Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.5950975258868322E7
Grand Total :
2.315097525886832E7
AUM : 658 Cr
Ann Rtn : 11.11 %
JM Aggressive Hybrid Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.528944125197605E7
Grand Total :
2.248944125197605E7
AUM : 84 Cr
Ann Rtn : 10.76 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.5034876496307487E7
Grand Total :
2.2234876496307485E7
AUM : 226 Cr
Ann Rtn : 10.62 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.4261692622926882E7
Grand Total :
2.1461692622926883E7
AUM : 551 Cr
Ann Rtn : 10.19 %
ABSL Equity Hybrid95 Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.3668120145574968E7
Grand Total :
2.086812014557497E7
AUM : 748 Cr
Ann Rtn : 9.85 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.2495068806561116E7
Grand Total :
1.9695068806561116E7
AUM : 394 Cr
Ann Rtn : 9.14 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.1993388894314107E7
Grand Total :
1.9193388894314107E7
AUM : 409 Cr
Ann Rtn : 8.82 %
Shriram Aggressive Hybrid Equity Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.1039582059033813E7
Grand Total :
1.823958205903381E7
AUM : 5 Cr
Ann Rtn : 8.19 %
LIC MF Aggressive Hybrid Reg Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.0826246480685208E7
Grand Total :
1.8026246480685208E7
AUM : 53 Cr
Ann Rtn : 8.04 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt : 1,00,00,000
Swp : 60,000
01-09-2015
20-08-2025
Drawn : 7200000.0
Bal : 1.004944426902624E7
Grand Total :
1.7249444269026242E7
AUM : 22 Cr
Ann Rtn : 7.49 %