SWP with Multiple Schemes

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Select Scheme2 (Preferably Liquid or Arbitrage funds)

Lumpsum Amount Scheme1

Lumpsum Amount Scheme2

Lumpsum Amount Investement Date

Withdrawal Amount :

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Systematic Withdrawal Plan - Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Scheme	Withdrawal Period	No of Monthly Installments	Total Withdrawal Amount	Current Value as on 28-11-2025	Return (%) as on 28-11-2025
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	29-11-2021 to 29-11-2025	26	130,000	164,911	11.3

Systematic Withdrawal Plan - Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Scheme	Withdrawal Period	No of Monthly Installments	Total Withdrawal Amount	Current Value as on 28-10-2024	Return (%) as on 28-10-2024
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth	29-11-2021 to 29-11-2025	11	55,000	1,035	7.08

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Nav Date	Nav	Units	Cumulative Units	Cash Flow	Net Amount	Capital Gain/Loss	No. of Days (Invested)	Current Value
29-11-2018	51.11	3,130.5028	3,130.5028	160,000	160,000	0	0	160,000
29-11-2021	72.33	69.1276	3,061.3752	-5,000	155,000	1,466.89	1,096	221,429
29-12-2021	72.51	68.956	2,992.4192	-5,000	150,000	1,475.66	1,126	216,980
31-01-2022	72.57	68.899	2,923.5202	-5,000	145,000	1,478.57	1,159	212,160
28-02-2022	71.27	70.1557	2,853.3645	-5,000	140,000	1,414.34	1,187	203,359
28-03-2022	71.87	69.5701	2,783.7944	-5,000	135,000	1,444.27	1,215	200,071
28-04-2022	72.13	69.3193	2,714.4751	-5,000	130,000	1,457.09	1,246	195,795
30-05-2022	71.12	70.3037	2,644.1714	-5,000	125,000	1,406.78	1,278	188,053
28-06-2022	69.62	71.8184	2,572.353	-5,000	120,000	1,329.36	1,307	179,087
28-07-2022	72.25	69.2042	2,503.1488	-5,000	115,000	1,462.98	1,337	180,852
29-08-2022	73.51	68.018	2,435.1309	-5,000	110,000	1,523.6	1,369	179,006
28-09-2022	73.01	68.4838	2,366.6471	-5,000	105,000	1,499.79	1,399	172,789
28-10-2022	74.88	66.7735	2,299.8736	-5,000	100,000	1,587.21	1,429	172,215
28-11-2022	76.6	65.2742	2,234.5995	-5,000	95,000	1,663.84	1,460	171,170
28-12-2022	75.86	65.9109	2,168.6886	-5,000	90,000	1,631.29	1,490	164,517
30-01-2023	74.96	0	2,168.6886	0	90,000	0	0	162,565
28-02-2023	74.55	0	2,168.6886	0	90,000	0	0	161,676
28-03-2023	73.69	0	2,168.6886	0	90,000	0	0	159,811
28-04-2023	76.65	65.2316	2,103.457	-5,000	85,000	1,666.01	1,611	161,230
29-05-2023	78.6	63.6132	2,039.8438	-5,000	80,000	1,748.73	1,642	160,332
28-06-2023	80.23	0	2,039.8438	0	80,000	0	0	163,657
28-07-2023	82.16	60.8569	1,978.9869	-5,000	75,000	1,889.61	1,702	162,594
28-08-2023	82.2	0	1,978.9869	0	75,000	0	0	162,673
29-09-2023	83.16	0	1,978.9869	0	75,000	0	0	164,573
30-10-2023	81.96	0	1,978.9869	0	75,000	0	0	162,198
28-11-2023	83.96	59.5522	1,919.4347	-5,000	70,000	1,956.29	1,825	161,156
28-12-2023	88.29	56.6316	1,862.8032	-5,000	65,000	2,105.56	1,855	164,467
29-01-2024	88.95	56.2114	1,806.5918	-5,000	60,000	2,127.04	1,887	160,696
28-02-2024	89.86	0	1,806.5918	0	60,000	0	0	162,340
28-03-2024	90.93	0	1,806.5918	0	60,000	0	0	164,273
29-04-2024	93.08	53.7172	1,752.8746	-5,000	55,000	2,254.51	1,978	163,158
28-05-2024	94.4	52.9661	1,699.9085	-5,000	50,000	2,292.9	2,007	160,471
28-06-2024	98.03	51.0048	1,648.9037	-5,000	45,000	2,393.14	2,038	161,642
29-07-2024	100.74	49.6327	1,599.271	-5,000	40,000	2,463.27	2,069	161,111
28-08-2024	101.92	0	1,599.271	0	40,000	0	0	162,998
30-09-2024	104.24	47.9662	1,551.3047	-5,000	35,000	2,548.45	2,132	161,708
28-10-2024	100.51	0	1,551.3047	0	35,000	0	0	155,922
28-11-2024	100.23	0	1,551.3047	0	35,000	0	0	155,487
30-12-2024	99.83	0	1,551.3047	0	35,000	0	0	154,867
28-01-2025	97.72	0	1,551.3047	0	35,000	0	0	151,594
28-02-2025	95.16	0	1,551.3047	0	35,000	0	0	147,622
28-03-2025	100.24	0	1,551.3047	0	35,000	0	0	155,503
28-04-2025	103.14	0	1,551.3047	0	35,000	0	0	160,002
28-05-2025	104.91	0	1,551.3047	0	35,000	0	0	162,747
30-06-2025	107.52	46.503	1,504.8018	-5,000	30,000	2,623.23	2,405	161,796
28-07-2025	105.79	0	1,504.8018	0	30,000	0	0	159,193
28-08-2025	105.26	0	1,504.8018	0	30,000	0	0	158,395
29-09-2025	105.66	0	1,504.8018	0	30,000	0	0	158,997
28-10-2025	109.01	0	1,504.8018	0	30,000	0	0	164,038
28-11-2025	109.59	0	1,504.8018	0	30,000	0	0	164,911

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

Nav Date	Nav	Units	Cumulative Units	Cash Flow	Net Amount	Capital Gain/Loss	No. of Days (Invested)	Current Value
29-11-2018	230.0666	173.8627	173.8627	40,000	40,000	0	0	40,000
29-11-2021	293.0826	0	173.8627	0	40,000	0	0	50,956
29-12-2021	293.5556	0	173.8627	0	40,000	0	0	51,038
31-01-2022	294.2491	0	173.8627	0	40,000	0	0	51,159
28-02-2022	295.4063	0	173.8627	0	40,000	0	0	51,360
28-03-2022	296.1924	0	173.8627	0	40,000	0	0	51,497
28-04-2022	296.4546	0	173.8627	0	40,000	0	0	51,542
30-05-2022	295.1388	0	173.8627	0	40,000	0	0	51,314
28-06-2022	295.7906	0	173.8627	0	40,000	0	0	51,427
28-07-2022	297.5911	0	173.8627	0	40,000	0	0	51,740
29-08-2022	299.5836	0	173.8627	0	40,000	0	0	52,086
28-09-2022	299.3791	0	173.8627	0	40,000	0	0	52,051
28-10-2022	300.8789	0	173.8627	0	40,000	0	0	52,312
28-11-2022	302.9842	0	173.8627	0	40,000	0	0	52,678
28-12-2022	304.2885	0	173.8627	0	40,000	0	0	52,904
30-01-2023	305.6367	16.3593	157.5034	-5,000	35,000	1,236.27	1,523	48,139
28-02-2023	306.7765	16.2985	141.2049	-5,000	30,000	1,250.26	1,552	43,318
28-03-2023	308.5756	16.2035	125.0014	-5,000	25,000	1,272.12	1,580	38,572
28-04-2023	312.0302	0	125.0014	0	25,000	0	0	39,004
29-05-2023	314.2288	0	125.0014	0	25,000	0	0	39,279
28-06-2023	315.406	15.8526	109.1488	-5,000	20,000	1,352.85	1,672	34,426
28-07-2023	316.9143	0	109.1488	0	20,000	0	0	34,591
28-08-2023	318.4963	15.6988	93.4501	-5,000	15,000	1,388.24	1,733	29,764
29-09-2023	319.9444	15.6277	77.8223	-5,000	10,000	1,404.58	1,765	24,899
30-10-2023	320.8192	15.5851	62.2372	-5,000	5,000	1,414.39	1,796	19,967
28-11-2023	322.7965	0	62.2372	0	5,000	0	0	20,090
28-12-2023	325.0136	0	62.2372	0	5,000	0	0	20,228
29-01-2024	327.042	0	62.2372	0	5,000	0	0	20,354
28-02-2024	329.6281	15.1686	47.0686	-5,000	0	1,510.21	1,917	15,515
28-03-2024	331.6096	15.078	31.9907	-5,000	-5,000	1,531.06	1,946	10,608
29-04-2024	332.5005	0	31.9907	0	-5,000	0	0	10,637
28-05-2024	335.3037	0	31.9907	0	-5,000	0	0	10,727
28-06-2024	337.3344	0	31.9907	0	-5,000	0	0	10,792
29-07-2024	340.2614	0	31.9907	0	-5,000	0	0	10,885
28-08-2024	342.5025	14.5984	17.3922	-5,000	-10,000	1,641.39	2,099	5,957
30-09-2024	345.5833	0	17.3922	0	-10,000	0	0	6,010
28-10-2024	346.9787	14.4101	2.9821	-5,000	-15,000	1,684.72	2,160	1,035