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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Select SWP Start Date

Select SWP End Date

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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 14-01-2026	Return (%) as on 14-01-2026
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	14-01-2022 to 14-01-2026	27	135,000	159,717	11.34

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 16-12-2024	Return (%) as on 16-12-2024
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth	14-01-2022 to 14-01-2026	11	55,000	1,265	6.98

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
14-01-2019	51.16	3,127.4433	3,127.4433	160,000	160,000	0	0	160,000
14-01-2022	74.45	67.1592	3,060.2841	-5,000	155,000	1,564.14	1,096	227,838
14-02-2022	71.57	69.8617	2,990.4225	-5,000	150,000	1,425.88	1,127	214,025
14-03-2022	71.22	70.205	2,920.2175	-5,000	145,000	1,408.31	1,155	207,978
18-04-2022	72.4	69.0608	2,851.1567	-5,000	140,000	1,466.85	1,190	206,424
16-05-2022	69.47	71.9735	2,779.1832	-5,000	135,000	1,317.84	1,218	193,070
14-06-2022	69.18	72.2752	2,706.908	-5,000	130,000	1,302.4	1,247	187,264
14-07-2022	70.31	71.1136	2,635.7943	-5,000	125,000	1,361.83	1,277	185,323
16-08-2022	74.29	67.3038	2,568.4905	-5,000	120,000	1,556.74	1,310	190,813
14-09-2022	75.64	66.1026	2,502.3879	-5,000	115,000	1,618.19	1,339	189,281
14-10-2022	73.66	67.8794	2,434.5085	-5,000	110,000	1,527.29	1,369	179,326
14-11-2022	76.01	65.7808	2,368.7277	-5,000	105,000	1,634.65	1,400	180,047
14-12-2022	77.16	64.8004	2,303.9272	-5,000	100,000	1,684.81	1,430	177,771
16-01-2023	75.74	66.0153	2,237.9119	-5,000	95,000	1,622.66	1,463	169,499
14-02-2023	75.46	66.2603	2,171.6517	-5,000	90,000	1,610.12	1,492	163,873
14-03-2023	74.09	0	2,171.6517	0	90,000	0	0	160,898
17-04-2023	75.8	0	2,171.6517	0	90,000	0	0	164,611
15-05-2023	77.82	64.2508	2,107.4008	-5,000	85,000	1,712.93	1,582	163,998
14-06-2023	79.54	62.8615	2,044.5394	-5,000	80,000	1,784.01	1,612	162,623
14-07-2023	81.5	61.3497	1,983.1897	-5,000	75,000	1,861.35	1,642	161,630
14-08-2023	81.92	0	1,983.1897	0	75,000	0	0	162,463
14-09-2023	84.08	59.4672	1,923.7225	-5,000	70,000	1,957.66	1,704	161,747
16-10-2023	83.43	0	1,923.7225	0	70,000	0	0	160,496
15-11-2023	83.54	0	1,923.7225	0	70,000	0	0	160,708
14-12-2023	86.98	57.4845	1,866.238	-5,000	65,000	2,059.09	1,795	162,325
15-01-2024	89.56	55.8285	1,810.4095	-5,000	60,000	2,143.81	1,827	162,140
14-02-2024	89.36	0	1,810.4095	0	60,000	0	0	161,778
14-03-2024	89.72	0	1,810.4095	0	60,000	0	0	162,430
15-04-2024	91.59	54.5911	1,755.8184	-5,000	55,000	2,207.12	1,918	160,815
14-05-2024	92.48	0	1,755.8184	0	55,000	0	0	162,378
14-06-2024	97.13	51.4774	1,704.341	-5,000	50,000	2,366.42	1,978	165,543
15-07-2024	99.79	50.1052	1,654.2358	-5,000	45,000	2,436.62	2,009	165,076
14-08-2024	99.61	0	1,654.2358	0	45,000	0	0	164,778
16-09-2024	103.16	48.4684	1,605.7674	-5,000	40,000	2,520.36	2,072	165,651
14-10-2024	103.13	48.4825	1,557.2849	-5,000	35,000	2,519.64	2,100	160,603
14-11-2024	99.26	0	1,557.2849	0	35,000	0	0	154,576
16-12-2024	101.63	0	1,557.2849	0	35,000	0	0	158,267
14-01-2025	98.83	0	1,557.2849	0	35,000	0	0	153,906
14-02-2025	97.03	0	1,557.2849	0	35,000	0	0	151,103
17-03-2025	96.91	0	1,557.2849	0	35,000	0	0	150,916
15-04-2025	99.89	0	1,557.2849	0	35,000	0	0	155,557
14-05-2025	104.35	0	1,557.2849	0	35,000	0	0	162,503
16-06-2025	105.93	0	1,557.2849	0	35,000	0	0	164,963
14-07-2025	106.89	46.7771	1,510.5078	-5,000	30,000	2,606.89	2,373	161,458
14-08-2025	105.46	0	1,510.5078	0	30,000	0	0	159,298
15-09-2025	107.05	0	1,510.5078	0	30,000	0	0	161,700
14-10-2025	106.97	0	1,510.5078	0	30,000	0	0	161,579
14-11-2025	108.67	0	1,510.5078	0	30,000	0	0	164,147
15-12-2025	109.61	45.6163	1,464.8916	-5,000	25,000	2,666.27	2,527	160,567
14-01-2026	109.03	0	1,464.8916	0	25,000	0	0	159,717

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
14-01-2019	233.3646	171.4056	171.4056	40,000	40,000	0	0	40,000
14-01-2022	293.9662	0	171.4056	0	40,000	0	0	50,387
14-02-2022	295.1747	0	171.4056	0	40,000	0	0	50,595
14-03-2022	295.3266	0	171.4056	0	40,000	0	0	50,621
18-04-2022	295.8885	0	171.4056	0	40,000	0	0	50,717
17-05-2022	294.6429	0	171.4056	0	40,000	0	0	50,503
14-06-2022	295.0081	0	171.4056	0	40,000	0	0	50,566
14-07-2022	297.1467	0	171.4056	0	40,000	0	0	50,933
17-08-2022	299.1087	0	171.4056	0	40,000	0	0	51,269
14-09-2022	300.3008	0	171.4056	0	40,000	0	0	51,473
14-10-2022	299.7364	0	171.4056	0	40,000	0	0	51,376
14-11-2022	302.0802	0	171.4056	0	40,000	0	0	51,778
14-12-2022	303.9276	0	171.4056	0	40,000	0	0	52,095
16-01-2023	305.3617	0	171.4056	0	40,000	0	0	52,341
14-02-2023	306.2678	0	171.4056	0	40,000	0	0	52,496
14-03-2023	307.7015	16.2495	155.1561	-5,000	35,000	1,207.94	1,520	47,742
17-04-2023	310.9795	16.0782	139.0779	-5,000	30,000	1,247.91	1,554	43,250
15-05-2023	313.1568	0	139.0779	0	30,000	0	0	43,553
14-06-2023	314.8886	0	139.0779	0	30,000	0	0	43,794
14-07-2023	316.3944	0	139.0779	0	30,000	0	0	44,003
14-08-2023	317.5585	15.7451	123.3327	-5,000	25,000	1,325.64	1,673	39,165
14-09-2023	319.6327	0	123.3327	0	25,000	0	0	39,421
16-10-2023	320.2851	15.6111	107.7216	-5,000	20,000	1,356.92	1,736	34,502
15-11-2023	322.4391	15.5068	92.2148	-5,000	15,000	1,381.26	1,766	29,734
14-12-2023	324.1009	0	92.2148	0	15,000	0	0	29,887
15-01-2024	326.4472	0	92.2148	0	15,000	0	0	30,103
14-02-2024	328.2789	15.231	76.9839	-5,000	10,000	1,445.64	1,857	25,272
14-03-2024	330.6727	15.1207	61.8632	-5,000	5,000	1,471.37	1,886	20,456
15-04-2024	332.0707	0	61.8632	0	5,000	0	0	20,543
14-05-2024	333.8624	14.9762	46.887	-5,000	0	1,505.08	1,947	15,654
14-06-2024	336.4078	0	46.887	0	0	0	0	15,773
15-07-2024	338.7035	0	46.887	0	0	0	0	15,881
14-08-2024	341.4438	14.6437	32.2433	-5,000	-5,000	1,582.68	2,039	11,009
16-09-2024	344.1367	0	32.2433	0	-5,000	0	0	11,096
14-10-2024	346.8066	0	32.2433	0	-5,000	0	0	11,182
14-11-2024	348.0204	14.367	17.8763	-5,000	-10,000	1,647.26	2,131	6,221
16-12-2024	350.4647	14.2668	3.6095	-5,000	-15,000	1,670.64	2,163	1,265