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 03-12-2025	Return (%) as on 03-12-2025
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	03-12-2021 to 03-12-2025	26	130,000	164,424	11.24

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 03-10-2024	Return (%) as on 03-10-2024
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth	03-12-2021 to 03-12-2025	11	55,000	1,012	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
03-12-2018	51.25	3,121.9512	3,121.9512	160,000	160,000	0	0	160,000
03-12-2021	72.62	68.8516	3,053.0997	-5,000	155,000	1,471.36	1,096	221,716
03-01-2022	73.38	68.1385	2,984.9612	-5,000	150,000	1,507.9	1,127	219,036
03-02-2022	73.11	68.3901	2,916.5711	-5,000	145,000	1,495.01	1,158	213,231
03-03-2022	70.7	70.7214	2,845.8498	-5,000	140,000	1,375.53	1,186	201,202
04-04-2022	73.65	67.8887	2,777.9611	-5,000	135,000	1,520.71	1,218	204,597
04-05-2022	71.07	70.3532	2,707.6079	-5,000	130,000	1,394.4	1,248	192,430
03-06-2022	70.87	70.5517	2,637.0562	-5,000	125,000	1,384.22	1,278	186,888
04-07-2022	69.81	71.623	2,565.4332	-5,000	120,000	1,329.32	1,309	179,093
03-08-2022	73.14	68.362	2,497.0712	-5,000	115,000	1,496.45	1,339	182,636
05-09-2022	74.4	67.2043	2,429.8669	-5,000	110,000	1,555.78	1,372	180,782
03-10-2022	73.16	68.3434	2,361.5235	-5,000	105,000	1,497.4	1,400	172,769
03-11-2022	75.51	66.2164	2,295.3071	-5,000	100,000	1,606.41	1,431	173,319
05-12-2022	77.14	64.8172	2,230.4899	-5,000	95,000	1,678.12	1,463	172,060
03-01-2023	76.2	65.6168	2,164.8731	-5,000	90,000	1,637.14	1,492	164,963
03-02-2023	75.33	0	2,164.8731	0	90,000	0	0	163,080
03-03-2023	75.27	0	2,164.8731	0	90,000	0	0	162,950
03-04-2023	74.88	0	2,164.8731	0	90,000	0	0	162,106
03-05-2023	76.79	65.1126	2,099.7605	-5,000	85,000	1,662.98	1,612	161,241
05-06-2023	79.0	63.2911	2,036.4693	-5,000	80,000	1,756.33	1,645	160,881
03-07-2023	80.91	0	2,036.4693	0	80,000	0	0	164,771
03-08-2023	81.82	61.1098	1,975.3596	-5,000	75,000	1,868.13	1,704	161,624
04-09-2023	82.94	0	1,975.3596	0	75,000	0	0	163,836
03-10-2023	83.05	0	1,975.3596	0	75,000	0	0	164,054
03-11-2023	82.37	0	1,975.3596	0	75,000	0	0	162,710
04-12-2023	85.79	58.2819	1,917.0777	-5,000	70,000	2,013.06	1,827	164,466
03-01-2024	88.21	56.6829	1,860.3948	-5,000	65,000	2,095	1,857	164,105
05-02-2024	89.15	56.0852	1,804.3096	-5,000	60,000	2,125.63	1,890	160,854
04-03-2024	90.86	0	1,804.3096	0	60,000	0	0	163,940
03-04-2024	91.65	54.5554	1,749.7542	-5,000	55,000	2,204.04	1,948	160,365
03-05-2024	93.08	0	1,749.7542	0	55,000	0	0	162,867
03-06-2024	95.69	52.2521	1,697.5021	-5,000	50,000	2,322.08	2,009	162,434
03-07-2024	98.76	50.6278	1,646.8743	-5,000	45,000	2,405.33	2,039	162,645
05-08-2024	99.1	0	1,646.8743	0	45,000	0	0	163,205
03-09-2024	102.36	48.8472	1,598.0271	-5,000	40,000	2,496.58	2,101	163,574
03-10-2024	103.22	0	1,598.0271	0	40,000	0	0	164,948
04-11-2024	100.33	0	1,598.0271	0	40,000	0	0	160,330
03-12-2024	101.31	0	1,598.0271	0	40,000	0	0	161,896
03-01-2025	100.74	0	1,598.0271	0	40,000	0	0	160,985
03-02-2025	98.75	0	1,598.0271	0	40,000	0	0	157,805
03-03-2025	95.19	0	1,598.0271	0	40,000	0	0	152,116
03-04-2025	99.81	0	1,598.0271	0	40,000	0	0	159,499
05-05-2025	103.47	48.3232	1,549.7039	-5,000	35,000	2,523.44	2,345	160,348
03-06-2025	104.65	0	1,549.7039	0	35,000	0	0	162,177
03-07-2025	107.28	46.607	1,503.0969	-5,000	30,000	2,611.39	2,404	161,252
04-08-2025	105.87	0	1,503.0969	0	30,000	0	0	159,133
03-09-2025	106.15	0	1,503.0969	0	30,000	0	0	159,554
03-10-2025	106.35	0	1,503.0969	0	30,000	0	0	159,854
03-11-2025	108.87	0	1,503.0969	0	30,000	0	0	163,642
03-12-2025	109.39	0	1,503.0969	0	30,000	0	0	164,424

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
03-12-2018	230.2751	173.7053	173.7053	40,000	40,000	0	0	40,000
03-12-2021	293.2871	0	173.7053	0	40,000	0	0	50,946
03-01-2022	293.725	0	173.7053	0	40,000	0	0	51,022
03-02-2022	293.7106	0	173.7053	0	40,000	0	0	51,019
03-03-2022	295.1426	0	173.7053	0	40,000	0	0	51,268
04-04-2022	296.6055	0	173.7053	0	40,000	0	0	51,522
04-05-2022	294.7295	0	173.7053	0	40,000	0	0	51,196
03-06-2022	294.9446	0	173.7053	0	40,000	0	0	51,233
04-07-2022	296.367	0	173.7053	0	40,000	0	0	51,481
03-08-2022	298.1401	0	173.7053	0	40,000	0	0	51,789
05-09-2022	299.9242	0	173.7053	0	40,000	0	0	52,098
03-10-2022	299.863	0	173.7053	0	40,000	0	0	52,088
03-11-2022	301.0881	0	173.7053	0	40,000	0	0	52,301
05-12-2022	303.3958	0	173.7053	0	40,000	0	0	52,701
03-01-2023	304.6493	0	173.7053	0	40,000	0	0	52,919
03-02-2023	306.2845	16.3247	157.3806	-5,000	35,000	1,240.83	1,523	48,203
03-03-2023	306.8888	16.2925	141.088	-5,000	30,000	1,248.23	1,551	43,298
03-04-2023	309.4582	16.1573	124.9308	-5,000	25,000	1,279.38	1,582	38,661
03-05-2023	312.4429	0	124.9308	0	25,000	0	0	39,034
05-06-2023	314.6294	0	124.9308	0	25,000	0	0	39,307
03-07-2023	315.4633	15.8497	109.0811	-5,000	20,000	1,350.21	1,673	34,411
03-08-2023	317.2133	0	109.0811	0	20,000	0	0	34,602
04-09-2023	318.9289	15.6775	93.4036	-5,000	15,000	1,389.87	1,736	29,789
03-10-2023	320.075	15.6213	77.7822	-5,000	10,000	1,402.79	1,765	24,896
03-11-2023	321.3583	15.559	62.2233	-5,000	5,000	1,417.16	1,796	19,996
04-12-2023	323.108	0	62.2233	0	5,000	0	0	20,105
03-01-2024	325.427	0	62.2233	0	5,000	0	0	20,249
05-02-2024	328.1074	0	62.2233	0	5,000	0	0	20,416
04-03-2024	329.8736	15.1573	47.066	-5,000	0	1,509.65	1,918	15,526
03-04-2024	331.8614	0	47.066	0	0	0	0	15,619
03-05-2024	332.9527	15.0171	32.0488	-5,000	-5,000	1,541.92	1,978	10,671
03-06-2024	335.8868	0	32.0488	0	-5,000	0	0	10,765
03-07-2024	337.7617	0	32.0488	0	-5,000	0	0	10,825
05-08-2024	340.9303	14.6658	17.3831	-5,000	-10,000	1,622.84	2,072	5,926
03-09-2024	342.794	0	17.3831	0	-10,000	0	0	5,959
03-10-2024	345.8396	14.4576	2.9255	-5,000	-15,000	1,670.78	2,131	1,012