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 01-01-2016 11-12-2025 120 7200000.0 2.775187797703862E7 16.03 %
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 2.6219687599735912E7 15.5 %
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 2.069377334512188E7 13.35 %
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 2.0360162295149863E7 13.2 %
DSP Aggressive Hybrid Fund- Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.9935532287572153E7 13.02 %
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.9310302720100477E7 12.74 %
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.9245906613404978E7 12.71 %
UTI Aggressive Hybrid Fund - Regular Plan - Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.9088201105829973E7 12.64 %
HDFC Hybrid Equity Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.8967398838429656E7 12.58 %
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.8854491063985936E7 12.53 %
SBI Equity Hybrid Fund - Regular Plan -Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.8704754533195388E7 12.46 %
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.8436388258942578E7 12.34 %
JM Aggressive Hybrid Fund (Regular) -Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.793203410467952E7 12.1 %
Franklin India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.7252345743562605E7 11.77 %
HSBC Aggressive Hybrid Fund - Regular Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.5895446867462378E7 11.08 %
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.5800213179604739E7 11.03 %
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.4525924498332968E7 10.34 %
Nippon India Aggressive Hybrid Fund - Growth Plan 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.3977520409197068E7 10.02 %
Shriram Aggressive Hybrid Fund- Regular Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.3783004898672368E7 9.91 %
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.3667788458195504E7 9.84 %
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1,00,00,000 60,000 01-01-2016 11-12-2025 120 7200000.0 1.2626775299371913E7 9.22 %
Withdrawal / PM
ICICI Pru Equity & Debt Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 2.775187797703862E7
Grand Total :
3.495187797703862E7
AUM:49,120 Cr
Ann Rtn: 16.03 %
quant Aggressive Hybrid Fund Gr Reg Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 2.6219687599735912E7
Grand Total :
3.3419687599735912E7
AUM:2,112 Cr
Ann Rtn: 15.5 %
Kotak Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 2.069377334512188E7
Grand Total :
2.789377334512188E7
AUM:8,458 Cr
Ann Rtn: 13.35 %
Mirae Asset Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 2.0360162295149863E7
Grand Total :
2.7560162295149863E7
AUM:9,495 Cr
Ann Rtn: 13.2 %
DSP Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.9935532287572153E7
Grand Total :
2.7135532287572153E7
AUM:12,103 Cr
Ann Rtn: 13.02 %
Edelweiss Aggr Hybrid Plan B Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.9310302720100477E7
Grand Total :
2.6510302720100477E7
AUM:3,413 Cr
Ann Rtn: 12.74 %
Edelweiss Aggr Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.9245906613404978E7
Grand Total :
2.6445906613404978E7
AUM:3,413 Cr
Ann Rtn: 12.71 %
UTI Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.9088201105829973E7
Grand Total :
2.6288201105829973E7
AUM:6,717 Cr
Ann Rtn: 12.64 %
HDFC Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.8967398838429656E7
Grand Total :
2.6167398838429656E7
AUM:24,706 Cr
Ann Rtn: 12.58 %
Canara Robeco Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.8854491063985936E7
Grand Total :
2.6054491063985936E7
AUM:11,450 Cr
Ann Rtn: 12.53 %
SBI Equity Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.8704754533195388E7
Grand Total :
2.5904754533195388E7
AUM:82,862 Cr
Ann Rtn: 12.46 %
Sundaram Aggressive Hybrid Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.8436388258942578E7
Grand Total :
2.5636388258942578E7
AUM:7,646 Cr
Ann Rtn: 12.34 %
JM Aggressive Hybrid Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.793203410467952E7
Grand Total :
2.513203410467952E7
AUM:814 Cr
Ann Rtn: 12.1 %
Franklin India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.7252345743562605E7
Grand Total :
2.4452345743562605E7
AUM:2,380 Cr
Ann Rtn: 11.77 %
HSBC Aggressive Hybrid Fund Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.5895446867462378E7
Grand Total :
2.3095446867462378E7
AUM:5,651 Cr
Ann Rtn: 11.08 %
ABSL Equity Hybrid95 Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.5800213179604739E7
Grand Total :
2.300021317960474E7
AUM:7,615 Cr
Ann Rtn: 11.03 %
Tata Aggressive Hybrid Fund Reg Plan Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.4525924498332968E7
Grand Total :
2.172592449833297E7
AUM:4,166 Cr
Ann Rtn: 10.34 %
Nippon India Aggressive Hybrid Fund Gr Plan
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.3977520409197068E7
Grand Total :
2.117752040919707E7
AUM:4,133 Cr
Ann Rtn: 10.02 %
Shriram Aggressive Hybrid Equity Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.3783004898672368E7
Grand Total :
2.098300489867237E7
AUM:50 Cr
Ann Rtn: 9.91 %
LIC MF Aggressive Hybrid Reg Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.3667788458195504E7
Grand Total :
2.0867788458195504E7
AUM:539 Cr
Ann Rtn: 9.84 %
PGIM India Aggr Hybrid Equity Fund Gr
Amt:1,00,00,000
Swp:60,000
01-01-2016
11-12-2025
Drawn : 7200000.0
Bal : 1.2626775299371913E7
Grand Total :
1.9826775299371913E7
AUM:219 Cr
Ann Rtn: 9.22 %