SWP with Multiple Schemes

(Preferably Equity or Balanced or Aggressive or Dynamic Asset Allocation funds)
(Preferably Liquid or Arbitrage funds)
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Systematic Withdrawal Plan - Birla Sun Life Balanced 95 Fund - Regular Plan-Growth

Scheme AMC Name Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%) as on
Birla Sun Life Balanced 95 Fund - Regular Plan-Growth 28-02-2011 to 18-12-2016

Systematic Withdrawal Plan - Birla Sun Life Cash Manager - Growth Plan

Scheme AMC Name Withdrawal Period No of Monthly Installments Total Withdrawal Amount Current Value as on Return (%) as on
Birla Sun Life Cash Manager - Growth Plan 28-02-2011 to 18-12-2016

Cash Flows

Nav Date Scheme Nav Units Cumulative Units - Scheme 1 Cumulative Units - Scheme 2 Cash Flow Capital Gain/Loss No. of Days
(Invested)
Value - Scheme 1 Value - Scheme 2 Total Value (Scheme 1 + Scheme 2)

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