The table below shows the Top SWP Funds based on AUM & NAV.
| Name | AUM (Cr) | NAV (Rs) |
| SBI Equity Hybrid Fund | 65010.1 | 270.99 |
| ICICI Pru Equity & Debt Fund | 32429.17 | 363.46 |
| HDFC Hybrid Equity Fund | 22473.57 | 110.77 |
| Canara Rob Equity Hybrid Fund | 9808.56 | 339.97 |
| Aditya Birla SL Equity Hybrid ’95 Fund | 7409.41 | 1432.22 |
| Tata Hybrid Equity Fund | 3693.58 | 430.39 |
| Nippon India Equity Hybrid Fund | 3398.95 | 99.87 |
| Quant Absolute Fund | 1787.77 | 419.51 |
| Franklin India Equity Hybrid Fund | 1701.32 | 261.55 |
| PGIM India Hybrid Equity Fund | 210.01 | 129.49 |
Content:
- Best Fund For SWP
- Best SWP In Mutual Fund
- Top SWP Funds
- Best SWP Mutual Fund In India
- Best Fund For SWP – FAQ
- Introduction to Top SWP Funds
Best Fund For SWP
The table below shows the Best Fund For SWP based on the lowest to highest expense ratio.
| Name | Expense Ratio % |
| Canara Rob Equity Hybrid Fund | 0.64 |
| PGIM India Hybrid Equity Fund | 0.69 |
| SBI Equity Hybrid Fund | 0.76 |
| Quant Absolute Fund | 0.83 |
| Tata Hybrid Equity Fund | 0.97 |
| HDFC Hybrid Equity Fund | 1.01 |
| ICICI Pru Equity & Debt Fund | 1.02 |
| Aditya Birla SL Equity Hybrid ’95 Fund | 1.07 |
| Franklin India Equity Hybrid Fund | 1.19 |
| Nippon India Equity Hybrid Fund | 1.21 |
Best SWP In Mutual Fund
The table below shows the Best SWP In Mutual Funds based on the Highest 5Y CAGR.
| Name | CAGR 5Y (Cr) |
| Quant Absolute Fund | 25.36 |
| ICICI Pru Equity & Debt Fund | 20.89 |
| Canara Rob Equity Hybrid Fund | 15.72 |
| Franklin India Equity Hybrid Fund | 15.63 |
| HDFC Hybrid Equity Fund | 14.88 |
| Tata Hybrid Equity Fund | 14.4 |
| SBI Equity Hybrid Fund | 14.21 |
| PGIM India Hybrid Equity Fund | 12.47 |
| Aditya Birla SL Equity Hybrid ’95 Fund | 12.41 |
| Nippon India Equity Hybrid Fund | 11.51 |
Top SWP Funds
The table below shows the Top SWP Funds based on exit load, which is the fee the AMC charges investors when they exit or redeem their fund units.
| Name | Exit Load % | AMC |
| PGIM India Hybrid Equity Fund | 0.5 | PGIM India Asset Management Private Limited |
| SBI Equity Hybrid Fund | 1.0 | SBI Funds Management Limited |
| ICICI Pru Equity & Debt Fund | 1.0 | ICICI Prudential Asset Management Company Limited |
| HDFC Hybrid Equity Fund | 1.0 | HDFC Asset Management Company Limited |
| Canara Rob Equity Hybrid Fund | 1.0 | Canara Robeco Asset Management Company Limited |
| Aditya Birla SL Equity Hybrid ’95 Fund | 1.0 | Aditya Birla Sun Life AMC Limited |
| Tata Hybrid Equity Fund | 1.0 | Tata Asset Management Private Limited |
| Nippon India Equity Hybrid Fund | 1.0 | Nippon Life India Asset Management Limited |
| Quant Absolute Fund | 1.0 | Quant Money Managers Limited |
| Franklin India Equity Hybrid Fund | 1.0 | Franklin Templeton Asset Management (India) Private Limited |
Best SWP Mutual Fund In India
The table below shows the Best SWP Mutual Fund In India based on Absolute 1-year return and AMC.
| Name | AMC | Absolute Returns – 1Y % |
| ICICI Pru Equity & Debt Fund | ICICI Prudential Asset Management Company Limited | 39.79 |
| Quant Absolute Fund | Quant Money Managers Limited | 39.19 |
| Nippon India Equity Hybrid Fund | Nippon Life India Asset Management Limited | 33.43 |
| Franklin India Equity Hybrid Fund | Franklin Templeton Asset Management (India) Private Limited | 32.67 |
| Aditya Birla SL Equity Hybrid ’95 Fund | Aditya Birla Sun Life AMC Limited | 29.25 |
| Canara Rob Equity Hybrid Fund | Canara Robeco Asset Management Company Limited | 27.88 |
| SBI Equity Hybrid Fund | SBI Funds Management Limited | 27.34 |
| Tata Hybrid Equity Fund | Tata Asset Management Private Limited | 26.43 |
| HDFC Hybrid Equity Fund | HDFC Asset Management Company Limited | 24.19 |
| PGIM India Hybrid Equity Fund | PGIM India Asset Management Private Limited | 22.69 |
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Best Fund For SWP – FAQ
What Are The Best SWP Mutual Funds in India?
Top 5 best SWP Mutual funds in India based on AUM, NAV:
- SBI Equity Hybrid Fund
- ICICI Pru Equity & Debt Fund
- HDFC Hybrid Equity Fund
- Canara Rob Equity Hybrid Fund
- Aditya Birla SL Equity Hybrid ’95 Fund
What does SWP mean?
SWP stands for Systematic Withdrawal Plan, a service mutual funds offer that allows investors to withdraw a fixed amount or percentage from their investments at regular intervals.
Is It Good To Invest In SWP?
SWP investment can benefit investors seeking regular income from their mutual fund investments. It provides a systematic way to withdraw funds, helping to manage cash flow while benefiting from market returns over time.
Can I start SWP immediately?
Whether you can start a Systematic Withdrawal Plan (SWP) immediately depends on the mutual fund company’s policy. Some allow immediate initiation, while others may have specific waiting periods or conditions before enabling SWP activation.
Introduction to Top SWP Funds
Top SWP Funds – Best Fund For SWP – AUM, NAV
SBI Equity Hybrid Fund
The SBI Equity Hybrid Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by SBI Mutual Fund. This fund has a tenure of 11 years and two months, commencing its launch on January 1, 2013.
The SBI Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.76%. It’s crucial to highlight that this fund carries a very high risk level. Despite this, it has exhibited robust performance over the last five years, achieving a Compound Annual Growth Rate (CAGR) of 14.21%. Furthermore, the fund oversees significant assets, with its Assets Under Management (AUM) reaching ₹65,010.1 crore.
The distribution of holdings includes 1.38% in cash and equivalents, 1.69% in REITs & InvIT, 9.29% in corporate debt, 10.79% in government securities, and the majority, 76.39%, in equity.
ICICI Pru Equity & Debt Fund
The ICICI Prudential Equity & Debt Fund Direct-Growth is an Aggressive Hybrid mutual fund offered by ICICI Prudential Mutual Fund. This scheme has a tenure of 11 years and two months, having commenced on January 1st, 2013.
The ICICI Pru Equity & Debt Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.02%. It’s important to highlight that this fund carries a very high level of risk. However, it has shown strong performance over the last five years, achieving a Compound
Annual Growth Rate (CAGR) of 20.89%. Furthermore, the fund oversees significant assets, with its Assets Under Management (AUM) totaling ₹32,429.17 crore.
The distribution of holdings shows 2.38% in rights, 5.90% in cash and equivalents, 6.91% in corporate debt, 11.36% in government securities, and the majority, 69.12%, in equity.
HDFC Hybrid Equity Fund
The HDFC Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by HDFC Mutual Fund. This fund has been operational for 11 years and two months, beginning on January 1st, 2013.
The HDFC Hybrid Equity Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.01%. It’s crucial to note that this fund carries a very high level of risk. Nonetheless, it has exhibited strong performance over the last five years, achieving a Compound Annual Growth Rate (CAGR) of 14.88%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹22,473.57 crore.
The allocation of holdings reveals 1.37% in mutual funds, 2.43% in cash and equivalents, 7.56% in government securities, 19.67% in corporate debt, and the majority, 67.99%, in equity.
Best Fund For SWP – Expense Ratio
Canara Rob Equity Hybrid Fund
The Canara Robeco Equity Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund offered by Canara Robeco Mutual Fund. This scheme has a tenure of 11 years and two months, and it was launched on January 1st, 2013.
The Canara Rob Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.64%. It’s essential to emphasize that this fund carries a very high level of risk. Nonetheless, it has demonstrated robust performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 15.72%. Moreover, the fund manages a considerable amount of assets, with its Assets Under Management (AUM) totaling ₹9,808.56 crore.
The distribution of holdings includes 0.75% in commercial paper, 6.80% in cash and equivalents, 9.57% in government securities, 10.16% in corporate debt, and the majority, 72.36%, in equity.
PGIM India Hybrid Equity Fund
The PGIM India Hybrid Equity Fund Direct Plan-Growth is an Aggressive Hybrid mutual fund scheme offered by PGIM India Mutual Fund. It was launched on January 1st, 2013, and has a tenure of 11 years and 2 months.
The PGIM India Hybrid Equity Fund imposes an exit load of 0.5% and maintains an expense ratio of 0.69%. It’s worth noting that this fund carries a very high level of risk. However, it has displayed strong performance over the past 5 years, achieving a Compound Annual Growth Rate (CAGR) of 12.47%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹210.01 crore.
The distribution of holdings displays 1.47% in cash and equivalents, 2.19% in corporate debt, 11.94% in mutual funds, 17.81% in government securities, and the majority, 66.59%, in equity.
Quant Absolute Fund
The Quant Absolute Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Quant Mutual Fund. It was initiated on January 1st, 2013, and has been operational for 11 years and 2 months.
The Quant Absolute Fund imposes an exit load of 1.0% and maintains an expense ratio of 0.83%. This fund carries a very high level of risk. Despite this risk, it has exhibited strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 25.36%. Furthermore, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹1787.77 crore.
The shareholding composition indicates 5.85% invested in government securities, 7.33% in cash and equivalents, 8.01% in futures & options, 13.42% in treasury bills, and the majority, 62.32%, in equity.
Best SWP In Mutual Fund – 5Y CAGR
Franklin India Equity Hybrid Fund
The Franklin India Equity Hybrid Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Franklin Templeton Mutual Fund. This fund has a tenure of 11 years and two months, commencing its launch on January 1st, 2013.
The Franklin India Equity Hybrid Fund imposes an exit load of 1.0% and maintains an expense ratio of 1.19%. This fund carries a very high level of risk. Despite this risk, it has shown strong performance over the past 5 years, achieving a Compound Annual Growth Rate (CAGR) of 15.63%. Furthermore, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹1701.32 crore.
The shareholding distribution includes 3.22% in certificate of deposit, 5.20% in cash and equivalents, 9.03% in government securities, 9.85% in corporate debt, and the majority, 69.48%, in equity.
Tata Hybrid Equity Fund
The Tata Hybrid Equity Fund Direct Plan-Growth is an aggressive hybrid mutual fund scheme offered by Tata Mutual Fund. This fund has a tenure of 11 years and 2 months, commencing its launch on January 1st, 2013.
The Tata Hybrid Equity Fund imposes an exit load of 1.00% and maintains an expense ratio of 0.97%. This fund carries a very high level of risk. Nevertheless, it has exhibited robust performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 14.4%. Additionally, the fund manages a considerable amount of assets, with its Assets Under Management (AUM) totaling ₹3693.58 crore.
The distribution of holdings comprises 1.05% in rights, 3.88% in cash and equivalents, 9.05% in corporate debt, 11.11% in government securities, and the majority, 74.91%, in equity.
Aditya Birla SL Equity Hybrid ’95 Fund
The Aditya Birla Sun Life Equity Hybrid ’95 Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Aditya Birla Sun Life Mutual Fund. This fund has been operational for 11 years and 2 months, and it was initiated on January 1st, 2013.
The Aditya Birla SL Equity Hybrid ’95 Fund imposes an exit load of 1.00% and maintains an expense ratio of 1.07%. This fund carries a very high level of risk. Nonetheless, it has showcased strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 12.41%. Furthermore, the fund manages significant assets, with its Assets Under Management (AUM) totaling ₹7409.41 crore.
The shareholding distribution includes an additional 1.58%, along with 2.05% in REITs & InvIT, 2.67% in cash and equivalents, 7.55% in government securities, 11.46% in corporate debt, and the majority, 74.69%, in equity.
Top SWP Funds – Exit Load
Nippon India Equity Hybrid Fund
The Nippon India Equity Hybrid Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by Nippon India Mutual Fund. This fund has a tenure of 11 years and 2 months, starting its inception on January 1st, 2013.
The Nippon India Equity Hybrid Fund imposes an exit load of 1.00% and maintains an expense ratio of 1.21%. This fund carries a very high level of risk. Nevertheless, it has demonstrated strong performance over the past five years, achieving a Compound Annual Growth Rate (CAGR) of 11.51%. Additionally, the fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹3398.95 crore.
The distribution of holdings indicates 1.84% in rights, 2.16% in cash and equivalents, 4.04% in government securities, 19.51% in corporate debt, and the majority, 70.73%, in equity.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
