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

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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 17-12-2025	Return (%) as on 17-12-2025
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	17-01-2022 to 17-01-2026	26	130,000	163,729	11.35

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 18-11-2024	Return (%) as on 18-11-2024
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth	17-01-2022 to 17-01-2026	11	55,000	1,193	6.99

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
17-01-2019	51.43	3,111.0247	3,111.0247	160,000	160,000	0	0	160,000
17-01-2022	74.5	67.1141	3,043.9106	-5,000	155,000	1,548.32	1,096	226,771
17-02-2022	72.27	69.185	2,974.7256	-5,000	150,000	1,441.82	1,127	214,983
17-03-2022	72.08	69.3674	2,905.3582	-5,000	145,000	1,432.44	1,155	209,418
18-04-2022	72.4	69.0608	2,836.2975	-5,000	140,000	1,448.2	1,187	205,348
17-05-2022	70.23	71.1946	2,765.1028	-5,000	135,000	1,338.46	1,216	194,193
17-06-2022	68.36	73.1422	2,691.9606	-5,000	130,000	1,238.3	1,247	184,022
18-07-2022	70.98	70.4424	2,621.5182	-5,000	125,000	1,377.15	1,278	186,075
17-08-2022	74.59	67.0331	2,554.4851	-5,000	120,000	1,552.49	1,308	190,539
19-09-2022	74.79	66.8539	2,487.6313	-5,000	115,000	1,561.71	1,341	186,050
17-10-2022	73.94	67.6224	2,420.0089	-5,000	110,000	1,522.18	1,369	178,935
17-11-2022	75.94	65.8415	2,354.1674	-5,000	105,000	1,613.77	1,400	178,775
19-12-2022	76.64	65.2401	2,288.9273	-5,000	100,000	1,644.7	1,432	175,423
17-01-2023	75.87	65.9022	2,223.0251	-5,000	95,000	1,610.65	1,461	168,661
17-02-2023	75.53	66.1989	2,156.8263	-5,000	90,000	1,595.39	1,492	162,905
17-03-2023	74.22	0	2,156.8263	0	90,000	0	0	160,080
17-04-2023	75.8	0	2,156.8263	0	90,000	0	0	163,487
17-05-2023	77.56	64.4662	2,092.3601	-5,000	85,000	1,684.5	1,581	162,283
19-06-2023	79.6	62.8141	2,029.546	-5,000	80,000	1,769.47	1,614	161,552
17-07-2023	81.78	61.1396	1,968.4063	-5,000	75,000	1,855.59	1,642	160,976
17-08-2023	81.83	0	1,968.4063	0	75,000	0	0	161,075
18-09-2023	84.06	59.4813	1,908.925	-5,000	70,000	1,940.88	1,705	160,464
17-10-2023	83.61	0	1,908.925	0	70,000	0	0	159,605
17-11-2023	83.63	0	1,908.925	0	70,000	0	0	159,643
18-12-2023	87.42	57.1951	1,851.7299	-5,000	65,000	2,058.45	1,796	161,878
17-01-2024	88.53	0	1,851.7299	0	65,000	0	0	163,934
19-02-2024	90.12	55.4816	1,796.2483	-5,000	60,000	2,146.58	1,859	161,878
18-03-2024	89.61	0	1,796.2483	0	60,000	0	0	160,962
18-04-2024	91.17	0	1,796.2483	0	60,000	0	0	163,764
17-05-2024	93.58	53.4302	1,742.8181	-5,000	55,000	2,252.08	1,947	163,093
18-06-2024	97.49	51.2873	1,691.5308	-5,000	50,000	2,362.29	1,979	164,907
18-07-2024	100.11	49.9451	1,641.5857	-5,000	45,000	2,431.33	2,009	164,339
19-08-2024	100.59	49.7067	1,591.879	-5,000	40,000	2,443.58	2,041	160,127
17-09-2024	103.3	0	1,591.879	0	40,000	0	0	164,441
17-10-2024	102.51	0	1,591.879	0	40,000	0	0	163,184
18-11-2024	99.26	0	1,591.879	0	40,000	0	0	158,010
17-12-2024	101.1	0	1,591.879	0	40,000	0	0	160,939
17-01-2025	99.34	0	1,591.879	0	40,000	0	0	158,137
17-02-2025	96.99	0	1,591.879	0	40,000	0	0	154,396
17-03-2025	96.91	0	1,591.879	0	40,000	0	0	154,269
17-04-2025	101.42	0	1,591.879	0	40,000	0	0	161,448
19-05-2025	105.32	47.4744	1,544.4046	-5,000	35,000	2,558.39	2,314	162,657
17-06-2025	105.49	0	1,544.4046	0	35,000	0	0	162,919
17-07-2025	107.39	46.5593	1,497.8453	-5,000	30,000	2,605.46	2,373	160,854
18-08-2025	106.07	0	1,497.8453	0	30,000	0	0	158,876
17-09-2025	107.72	0	1,497.8453	0	30,000	0	0	161,348
17-10-2025	108.27	0	1,497.8453	0	30,000	0	0	162,172
17-11-2025	109.1	0	1,497.8453	0	30,000	0	0	163,415
17-12-2025	109.31	0	1,497.8453	0	30,000	0	0	163,729

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
17-01-2019	233.3911	171.3861	171.3861	40,000	40,000	0	0	40,000
17-01-2022	293.9192	0	171.3861	0	40,000	0	0	50,374
17-02-2022	295.2453	0	171.3861	0	40,000	0	0	50,601
17-03-2022	295.7156	0	171.3861	0	40,000	0	0	50,682
18-04-2022	295.8885	0	171.3861	0	40,000	0	0	50,711
17-05-2022	294.6429	0	171.3861	0	40,000	0	0	50,498
17-06-2022	294.9873	0	171.3861	0	40,000	0	0	50,557
18-07-2022	297.1689	0	171.3861	0	40,000	0	0	50,931
17-08-2022	299.1087	0	171.3861	0	40,000	0	0	51,263
19-09-2022	300.0401	0	171.3861	0	40,000	0	0	51,423
17-10-2022	300.1528	0	171.3861	0	40,000	0	0	51,442
17-11-2022	302.2829	0	171.3861	0	40,000	0	0	51,807
19-12-2022	304.0107	0	171.3861	0	40,000	0	0	52,103
17-01-2023	305.4017	0	171.3861	0	40,000	0	0	52,342
17-02-2023	306.3833	0	171.3861	0	40,000	0	0	52,510
17-03-2023	307.8263	16.2429	155.1432	-5,000	35,000	1,209.05	1,520	47,757
17-04-2023	310.9795	16.0782	139.065	-5,000	30,000	1,247.48	1,551	43,246
17-05-2023	313.3663	0	139.065	0	30,000	0	0	43,578
19-06-2023	315.1267	0	139.065	0	30,000	0	0	43,823
17-07-2023	316.5837	0	139.065	0	30,000	0	0	44,026
17-08-2023	317.4829	15.7489	123.3161	-5,000	25,000	1,324.35	1,673	39,151
18-09-2023	319.5614	0	123.3161	0	25,000	0	0	39,407
17-10-2023	320.334	15.6087	107.7074	-5,000	20,000	1,357.07	1,734	34,502
17-11-2023	322.674	15.4955	92.2119	-5,000	15,000	1,383.48	1,765	29,754
18-12-2023	324.6614	0	92.2119	0	15,000	0	0	29,938
17-01-2024	326.47	15.3153	76.8965	-5,000	10,000	1,425.54	1,826	25,104
20-02-2024	328.9955	0	76.8965	0	10,000	0	0	25,299
18-03-2024	330.7343	15.1179	61.7787	-5,000	5,000	1,471.62	1,887	20,432
18-04-2024	332.0889	15.0562	46.7225	-5,000	0	1,486.01	1,918	15,516
17-05-2024	334.3569	0	46.7225	0	0	0	0	15,622
18-06-2024	336.6597	0	46.7225	0	0	0	0	15,730
18-07-2024	339.1138	0	46.7225	0	0	0	0	15,844
19-08-2024	341.7101	0	46.7225	0	0	0	0	15,966
17-09-2024	344.1388	14.529	32.1934	-5,000	-5,000	1,609.06	2,070	11,079
17-10-2024	346.8988	14.4134	17.78	-5,000	-10,000	1,636.03	2,100	6,168
18-11-2024	348.2906	14.3558	3.4242	-5,000	-15,000	1,649.48	2,132	1,193