SWP with Multiple Schemes

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Select Scheme1 (Preferably Equity or Balanced or Aggressive or Dynamic Asset Allocation funds)

Select Scheme2 (Preferably Liquid or Arbitrage funds)

Lumpsum Amount Scheme1

Lumpsum Amount Scheme2

Lumpsum Amount Investement Date

Withdrawal Amount :

Select Period

Select SWP Start Date

Select SWP End Date

Submit

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 17-04-2026	Return (%) as on 17-04-2026
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	17-05-2022 to 17-05-2026	26	130,000	163,021	11.41

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 17-03-2025	Return (%) as on 17-03-2025
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth	17-05-2022 to 17-05-2026	11	55,000	2,042	6.97

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
17-05-2019	52.02	3,075.7401	3,075.7401	160,000	160,000	0	0	160,000
17-05-2022	70.23	71.1946	3,004.5455	-5,000	155,000	1,296.45	1,096	211,009
17-06-2022	68.36	73.1422	2,931.4033	-5,000	150,000	1,195.14	1,127	200,391
18-07-2022	70.98	70.4424	2,860.9609	-5,000	145,000	1,335.59	1,158	203,071
17-08-2022	74.59	67.0331	2,793.9278	-5,000	140,000	1,512.94	1,188	208,399
19-09-2022	74.79	66.8539	2,727.0739	-5,000	135,000	1,522.26	1,221	203,958
17-10-2022	73.94	67.6224	2,659.4515	-5,000	130,000	1,482.28	1,249	196,640
17-11-2022	75.94	65.8415	2,593.6101	-5,000	125,000	1,574.93	1,280	196,959
19-12-2022	76.64	65.2401	2,528.37	-5,000	120,000	1,606.21	1,312	193,774
17-01-2023	75.87	65.9022	2,462.4678	-5,000	115,000	1,571.77	1,341	186,827
17-02-2023	75.53	66.1989	2,396.2689	-5,000	110,000	1,556.34	1,372	180,990
17-03-2023	74.22	67.3673	2,328.9016	-5,000	105,000	1,495.55	1,400	172,851
17-04-2023	75.8	65.9631	2,262.9386	-5,000	100,000	1,568.6	1,431	171,531
17-05-2023	77.56	64.4662	2,198.4724	-5,000	95,000	1,646.47	1,461	170,514
19-06-2023	79.6	62.8141	2,135.6583	-5,000	90,000	1,732.41	1,494	169,998
17-07-2023	81.78	61.1396	2,074.5186	-5,000	85,000	1,819.52	1,522	169,654
17-08-2023	81.83	61.1023	2,013.4164	-5,000	80,000	1,821.46	1,553	164,758
18-09-2023	84.06	59.4813	1,953.935	-5,000	75,000	1,905.78	1,585	164,248
17-10-2023	83.61	0	1,953.935	0	75,000	0	0	163,369
17-11-2023	83.63	0	1,953.935	0	75,000	0	0	163,408
18-12-2023	87.42	57.1951	1,896.7399	-5,000	70,000	2,024.71	1,676	165,813
17-01-2024	88.53	56.478	1,840.2619	-5,000	65,000	2,062.01	1,706	162,918
19-02-2024	90.12	55.4816	1,784.7803	-5,000	60,000	2,113.85	1,739	160,844
18-03-2024	89.61	0	1,784.7803	0	60,000	0	0	159,934
18-04-2024	91.17	0	1,784.7803	0	60,000	0	0	162,718
17-05-2024	93.58	53.4302	1,731.3501	-5,000	55,000	2,220.56	1,827	162,020
18-06-2024	97.49	51.2873	1,680.0627	-5,000	50,000	2,332.03	1,859	163,789
18-07-2024	100.11	49.9451	1,630.1177	-5,000	45,000	2,401.86	1,889	163,191
19-08-2024	100.59	0	1,630.1177	0	45,000	0	0	163,974
17-09-2024	103.3	48.4027	1,581.715	-5,000	40,000	2,482.09	1,950	163,391
17-10-2024	102.51	0	1,581.715	0	40,000	0	0	162,142
18-11-2024	99.26	0	1,581.715	0	40,000	0	0	157,001
17-12-2024	101.1	0	1,581.715	0	40,000	0	0	159,911
17-01-2025	99.34	0	1,581.715	0	40,000	0	0	157,128
17-02-2025	96.99	0	1,581.715	0	40,000	0	0	153,411
17-03-2025	96.91	0	1,581.715	0	40,000	0	0	153,284
17-04-2025	101.42	0	1,581.715	0	40,000	0	0	160,418
19-05-2025	105.32	47.4744	1,534.2406	-5,000	35,000	2,530.38	2,194	161,586
17-06-2025	105.49	0	1,534.2406	0	35,000	0	0	161,847
17-07-2025	107.39	0	1,534.2406	0	35,000	0	0	164,762
18-08-2025	106.07	0	1,534.2406	0	35,000	0	0	162,737
17-09-2025	107.72	46.4166	1,487.824	-5,000	30,000	2,585.41	2,315	160,268
17-10-2025	108.27	0	1,487.824	0	30,000	0	0	161,087
17-11-2025	109.1	0	1,487.824	0	30,000	0	0	162,322
17-12-2025	109.31	0	1,487.824	0	30,000	0	0	162,634
19-01-2026	108.97	0	1,487.824	0	30,000	0	0	162,128
17-02-2026	110.24	0	1,487.824	0	30,000	0	0	164,018
17-03-2026	104.65	0	1,487.824	0	30,000	0	0	155,701
17-04-2026	109.57	0	1,487.824	0	30,000	0	0	163,021

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
17-05-2019	239.3767	167.1006	167.1006	40,000	40,000	0	0	40,000
17-05-2022	294.6429	0	167.1006	0	40,000	0	0	49,235
17-06-2022	294.9873	0	167.1006	0	40,000	0	0	49,293
18-07-2022	297.1689	0	167.1006	0	40,000	0	0	49,657
17-08-2022	299.1087	0	167.1006	0	40,000	0	0	49,981
19-09-2022	300.0401	0	167.1006	0	40,000	0	0	50,137
17-10-2022	300.1528	0	167.1006	0	40,000	0	0	50,156
17-11-2022	302.2829	0	167.1006	0	40,000	0	0	50,512
19-12-2022	304.0107	0	167.1006	0	40,000	0	0	50,800
17-01-2023	305.4017	0	167.1006	0	40,000	0	0	51,033
17-02-2023	306.3833	0	167.1006	0	40,000	0	0	51,197
17-03-2023	307.8263	0	167.1006	0	40,000	0	0	51,438
17-04-2023	310.9795	0	167.1006	0	40,000	0	0	51,965
17-05-2023	313.3663	0	167.1006	0	40,000	0	0	52,364
19-06-2023	315.1267	0	167.1006	0	40,000	0	0	52,658
17-07-2023	316.5837	0	167.1006	0	40,000	0	0	52,901
17-08-2023	317.4829	0	167.1006	0	40,000	0	0	53,052
18-09-2023	319.5614	0	167.1006	0	40,000	0	0	53,399
17-10-2023	320.334	15.6087	151.4919	-5,000	35,000	1,263.64	1,614	48,528
17-11-2023	322.674	15.4955	135.9964	-5,000	30,000	1,290.73	1,645	43,883
18-12-2023	324.6614	0	135.9964	0	30,000	0	0	44,153
17-01-2024	326.47	0	135.9964	0	30,000	0	0	44,399
20-02-2024	328.9955	0	135.9964	0	30,000	0	0	44,742
18-03-2024	330.7343	15.1179	120.8785	-5,000	25,000	1,381.13	1,767	39,979
18-04-2024	332.0889	15.0562	105.8223	-5,000	20,000	1,395.89	1,798	35,142
17-05-2024	334.3569	0	105.8223	0	20,000	0	0	35,382
18-06-2024	336.6597	0	105.8223	0	20,000	0	0	35,626
18-07-2024	339.1138	0	105.8223	0	20,000	0	0	35,886
19-08-2024	341.7101	14.6323	91.19	-5,000	15,000	1,497.37	1,921	31,161
17-09-2024	344.1388	0	91.19	0	15,000	0	0	31,382
17-10-2024	346.8988	14.4134	76.7766	-5,000	10,000	1,549.76	1,980	26,634
18-11-2024	348.2906	14.3558	62.4208	-5,000	5,000	1,563.55	2,012	21,741
17-12-2024	350.4166	14.2687	48.1521	-5,000	0	1,584.4	2,041	16,873
17-01-2025	351.7485	14.2147	33.9374	-5,000	-5,000	1,597.33	2,072	11,937
17-02-2025	354.062	14.1218	19.8155	-5,000	-10,000	1,619.57	2,103	7,016
17-03-2025	355.3934	14.0689	5.7466	-5,000	-15,000	1,632.23	2,131	2,042